Analysts I follow
13D’s WILTW is essential weekend reading. Capitalist yet left-field! Way ahead in its thinking. Extraordinary range of subjects examined in detail. Each week is c50 pages so not for the faint-hearted! Kiril Sokoloff’s interviews are one-of-a-kind.
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John Mauldin not only writes well, sometimes endorsing the consensus, sometimes not, he has one of the most formidable ‘Rolodexes’ in the business. Excellent guest contributors pepper his weekly commentary
Gavekal is simply the best in their business. Independent. Provocative. Daily. Bull-and-bear views in the same house, usually Charles Gave vs. Anatole Kaletsky. For the New World perspective, especially Louis-Vincent Gave. For China, Dan Wang (see his annual letters and recent Foreign Affairs piece on China Tech.)
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Robert Sullivan at the FT understands the vagaries of the US market better than anyone, no doubt aided by his prodigious reading of the best US market analysts
Zoltan Pozsar, chief economist of Credit Suisse (for now?!), is quite simply the most original - and by being so, most provocative - economist in the world today.
John Authers at Bloomberg and ex-FT: an unusual ability to see long term trends in the daily goings-on of markets. His footnote Survival Tips are a ‘tour de force’!
Stephen Roche, ex-Morgan Stanley and now at Yale has the most balanced view of the US-China arm wrestle. Must reading if the prevailing US narrative has captured your mind.