Substacks recommended by Fabricated Knowledge

Recommended by Fabricated Knowledge

A series of eclectic posts and ideas. Mostly focused on Incentives I focus on: Trends Investing Governance and Fundamental Analysis Cell Gene Therapy and Bioproduction and a lot more

Tidal Wave

By Arda Capital

Data-driven investment newsletter about software, internet, and media businesses.

I know a good wave when I see one. Tidal Wave is one of the most exciting new investing substacks right now. Must read.

- Fabricated Knowledge

The Chip Letter

By Babbage

Byte sized stories about the history of computing.

History is where I start almost always in the semiconductor industry, and no one does it quite like the Chip Letter!

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Angstronomics

By SkyJuice

Engineering and Economic insights on the Semiconductor Industry as we head toward the Angstrom Era, from Products to Processes and Profits.

Another amazing semiconductor publication!

- Fabricated Knowledge

Citrini Research

Citrini Research provides insight on thematic equity investing, global macro trading with cross-asset, lateral thinking. My promise: you’ll never have to ask “what’s the trade?”.

Citrini has a good pulse on all things in markets. Worth reading!

- Fabricated Knowledge

Apricitas Economics

By Joseph Politano

Data-driven Insights on Economics, Business, Finance, and Public Policy.

One of the best macroeconomic newsletters I follow. Seriously just knows how to lay the logic out in charts and graphs.

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SemiAnalysis

By Dylan Patel

Bridging the gap between the world's most important industry, semiconductors, and business.

Dylan is the lithography to my etch, LELE baby! But seriously - Dylan's the best in the game, and its a privilege we get to work together in this special time in the semiconductor industry. Thanks for all you've taught me dude. :')

- Fabricated Knowledge

Front Month

By Hide Not Slide

The biggest stories among financial exchanges

great coverage of financials and exchanges

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Kyla’s Newsletter

By kyla scanlon

human-centric economic analysis to help all of us understand the world better

Kyla writes some of the best pieces that are easy to understand and digestible. Macroeconomics for everyone

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Liberty’s Highlights

Exploration as a Service: Investing & business, science & technology, and the arts.

My favorite aggregator of financial and scientific information!

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The Asianometry Newsletter

By Jon Y

Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time

Well written and interesting explainers about a variety of topics, from Asia, to semiconductors, and my favorite youtube channel!

- Fabricated Knowledge

Yet Another Value Blog

By Andrew Walker

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

The best single stock newsletter in the game.

- Fabricated Knowledge

Technically

By Justin

Technically is a knowledge base for learning about software concepts.

Excellent explainers of technical topics

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Nongaap Investing

By Mike

An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.

The GOAT. This sub has first lien over my rent in my budget.

- Fabricated Knowledge

ChinaTalk

By Jordan Schneider

Deep coverage of technology, China, and US policy with a focus on semis and AI We feature original analysis and reporting as well as interviews with leading thinkers and policymakers

Straightforward coverage of all things China. Jordan’s one of best, and I’ve been a long time fan and supporter!

- Fabricated Knowledge