Seven Ships

The Top Finance Newsletters of 2026: - Citrini - thematic investing (⭐) - East Asia Econ - macro commentary on China/Taiwan/Korea/Japan (⭐) - The Transcript - earnings call transcript analysis (⭐) - Capital Employed - interviews, links to stock ideas (⭐) - Latticework - John Mihaljevic’s Substack (⭐) - Sunday’s Idea Brunch - interviews with great investors (⭐) - Astutex - trend-scanning through alt-data (⭐) - HFI Research - oil & gas (⭐) - Net Interest - Marc Rubinstein’s blog (⭐) - Healthy Stock Picks - global healthcare sector specialist (⭐) - DMT Capital - Young investor with a talent for short-selling (⭐) - Byron Street Research - small-cap ideas from a pro (⭐) - KEDM - event-driven ideas from Harris Kupperman’s team (⭐) - ToffCap - High-quality special sits ideas (⭐) - Yet Another Value Blog - Andrew Walker’s Substack (⭐) - Bireme - Poker player Evan Tindell’s fund that also invests in Japan (⭐) - Clark Square Capital - stock ideas from around the world (⭐) - Cluseau Research - US-based investor with a tilt towards financials (⭐) - Floebertus - opportunistic investing globally (⭐) - Gezzogero - German investor investing global small caps (⭐) - Halvio Capital - a talented global hedge fund (⭐) - Sector Stories - ex-buyside analyst turned sailor and blogger (⭐) - Sweet Stocks - Alex Sweet’s stock ideas (⭐) - The Mikro Kap - micro-caps from David Katunarić (⭐) - Undervalued Shares - Swen Lorenz’s newsletter (⭐) - A Value Fund - Tim McElvaine’s fund (⭐) - Alluvial Capital - Dave Waters’ fund (⭐) - Base Hit Investing - John Huber’s blog (⭐) - Bonhoeffer Capital Management - Keith Smith’s global value hedge fund (⭐) - Kerrisdale - US long/short fund occasionally writes about Asian equities (⭐) - Speedwell Research - high-quality deep dives (⭐) - The Science of Hitting - Alex Morris’s blog (⭐) - Ian’s Insider Corner - LatAm/North American stock ideas from Ian Bezek (⭐) - Value and opportunity - Germany-based blogger (⭐) - Asian Century Stocks - Asian value stocks (⭐) - Collyer Bridge - Singapore-based Substack covering exciting new themes (⭐) - East Asia Stock Insights - Value stocks in East Asia (⭐) - Made in Japan - growth stocks in Japan (⭐) - Offpiste Investing - great curation of Asia-related links (⭐) - One Foot Hurdle - Taiwanese and Hong Kong equities (⭐) - Smartkarma - a research platform for institutional investors (⭐) - Bronte Capital - John Hempton’s Sydney-based long/short fund (⭐) - East72 Dynasty Trust - Andrew Brown’s fund focusing on global equities (⭐) Do NOT take this list too seriously. It's based on what I've read - what I can personally vouch for. If your publication is not included, it's probably because I haven't read enough of it. Maybe next year. Michael

Finance analysts earn $95k–$250k/year. The ones using Claude AI close work 3x faster. 📘 Claude AI for Finance Professionals — 120+ institutional-grade prompts for equity research, DCF, fixed income, portfolio strategy, earnings analysis, and IB workflows. Excel models included. Normally $189 → 100% FREE for 48 hrs Like + RT + comment 'Ebook' Must Follow me so I can DM you.

God has given each of us a personal guardian angel from the moment of our conception until death, a heavenly protector assigned by divine love. The Catholic Church teaches this clearly, and the saints urge us to turn to them in prayer with confidence and devotion. Here are three powerful reasons, rooted in the Catechism of the Catholic Church and the reflections of the saints: ✅ For Divine Protection Our guardian angels watch over us constantly, shielding us from harm, both physical and spiritual. The Catechism of the Catholic Church (CCC 336) affirms: “From its beginning until death, human life is surrounded by their watchful care and intercession.” St. Jerome reflects on the dignity this brings: “How great is the dignity of souls, that each person has from birth received an angel to protect it.” ✅ For Spiritual Guidance They act as faithful shepherds, leading us toward eternal life with God. As St. Basil the Great teaches (quoted in the Catechism): “Beside each believer stands an angel as protector and shepherd leading him to life.” ✅ For Faithful Friendship and Intercession Our guardian angels are our closest companions, with us day and night, interceding before God and helping us especially in temptation and prayer. St. John Vianney encourages us: “Our guardian angels are our most faithful friends, because they are with us day and night, always and everywhere. We ought often to invoke them.” St. John Bosco adds: “When tempted, invoke your angel. He is more eager to help you than you are to be helped.” Pray to your guardian angel today, thank them, ask for their help, and grow in friendship with this heavenly guide God has given you. The Guardian Angel Prayer: Angel of God, my guardian dear, to whom God’s love commits me here, ever this day be at my side, to light and guard, to rule and guide. Amen🇻🇦

Anthropic's own team just showed how to actually use Claude Code properly. 30 minutes. Free. From the person who created it. You've been using Claude Code for months without knowing 40 of its commands. This fixes that tonight. Worth more than every $500 course you almost bought. Bookmark it. So that you don't this, and watch today. Follow @codewithimanshu for more high-signal content that actually moves your career forward.

When you change the way you look at things, the things you look at change. - Max Planck

Bread Appetizer Like a Pro!

This 40-min lecture by Jim Simons (Quant King) & N. Tangen manager of the Norwegian wealth fund, will tell you more about quant trading than 2 months of internship at Wall Street hedge fund. Bookmark it & watch today, no matter what. It's the best thing you can do this weekend. Then read article below.

Lamb herbs stuffing with vegetables and sauce red wine.

@Divergent7651 Enquest and Petrotal. #ENQ low mcap high production, great pricing, tax losses. Petrotal $tal.to low mcap, will start drilling again and get back to 20k bopd by year end, now doing 13-15k bopd, good pricing, low debt. x.com/i/status/20437…

De wakkeren zijn hun eigen probleem. Ik ken ze al 22 jaar (had in 2005 het grootste 'complotforum') en ze zullen NOOIT onderdeel zijn van een oplossing. Het zijn teleurgestelde mensen die niets liever willen dan de oorzaak daarvan buiten zichzelf leggen en anderen daarin meetrekken. Een boze overheid, een schimmige cabal, 'ze'. En dat maakt ze vatbaar voor valse profeten (zoals de influencers die geld aan hen verdienen) en hysterische groepsjank (de rage baiting accounts). Maar ook voor psyops. De emotie is makkelijk te herkennen in de manier van discussiëren. Voor ons of tegen ons. Tautologisch. Onlogisch. Feitvrij. In 2004 werd er al over EXACT DEZELFDE onderwerpen gesproken. Er is letterlijk niets nieuws gaande, hooguit wat verschil in implementatie of technologie. Er is ook helemaal niets veranderd. Hoewel, minder graancirkels. En de CBDC heette toen anders. Maar de chemtrails waren er al, de petrodollar stond al op vallen, de zionisten waren al ontmaskerd, de overheid was ons al aan het slaven, de energy weapons, de regime changes, de plandemiën en de prikjes, de maanlanding, alles was er al. Wat we nodig hebben, is een truth movement. Feitelijkheid voor alles. Een no-bullshit truth movement. Pas dan zullen we zien dat de oplossingen er ook gewoon zijn. Altijd al zijn geweest.

Anthropic's applied AI team just dropped a 24-minute workshop on how to actually prompt Claude properly. Free. From the people who built it. You've been prompting Claude for months without the 6 elements they teach in this. I built a skill that applies them automatically. Full guide below. Bookmark it. Follow @codewithimanshu for more high-signal content that actually moves your skills forward.

In 2013, a 29-year-old software engineer in Seattle read a blog post about Japanese net-nets. He spent three weekends figuring out how to open an account at a broker that would give him access to the Tokyo and Nagoya exchanges. The paperwork was in Japanese. He used Google Translate. It took four months. His wife asked him what he was doing. He could not explain it in a way that made sense. He put $40,000 into 37 companies. He did not speak to anyone at any of them. He did not visit Japan. He picked them using a screen: market cap below net current assets, profitable in at least eight of the last ten years, no debt. He read the names out loud to himself and could not pronounce any of them. One of them made bolts. One of them made a specific type of rubber seal. One of them had been a silk merchant in 1890 and now operated a parking lot in Nagoya. He did not know which was which. He did not care. He held them for eleven years. He did not check the prices. He could not check the prices easily, because the tickers did not show up on his brokerage app and he had to log into a separate Japanese portal that timed out every 15 minutes. This turned out to be the single greatest investing advantage of his life. In year three, the portfolio was down 11%. In year five, it was flat. In year seven, Abenomics started forcing governance reform, and three of his companies initiated buybacks. In year nine, the Tokyo Stock Exchange began publicly naming companies that traded below book value, and eleven of his companies announced dividend increases in a single quarter. In year ten, an activist fund bought 9% of the bolt maker and forced a sale to a Korean strategic at 2.8x his cost. In year eleven, the silk merchant sold the parking lot. The $40,000 was $680,000. He had made no decisions. He had simply been unavailable to panic. His wife asked him what he was going to do with the money. He said he was going to buy more Japanese net-nets. She stopped asking questions a long time ago. The trade is still there. The dam is still cracking. The water has not moved yet. You do not need to be smart. You need to be unreachable.

A Stolen Cezanne painting identified in a Jewish Mafia leaders live stream, was stolen along with 3 other paintings from an Italian Museum years ago.

I remember Mark Minervini mentioning in a TraderLion interview: “Focus most of your attention on leading stocks, not the indexes.” That made a big difference to me - during the last dip Leading themes held above the 50DMA. That was the tell.

He literally explained how to get unstuck in 30 seconds

How do you use Claude Cowork for research? Curious

How to re-program your subconscious mind - The Bob Proctor technique!

I'm late to the party, but there are good reasons to switch to Claude, if you're in equity research:

This 50-minute lecture by the scientist who built trading algorithms for Morgan Stanley and Lehman Brothers will teach you more about how machine learning actually works in algorithmic trading than most $1,000 courses ever will. Bookmark this and watch it tonight. It's the highest-leverage thing you can do if you want to understand how professional trading bots are really built. Then read the article below.

This 1 hour Stanford lecture on "Options and Probabilities" by Nassim Taleb will teach you more about prediction markets than 2 months of internship at Citadel Bookmark & give it 1 hour, no matter what. It'll be the most productive thing you do this weekend.