Macro · Stock picks newsletter
Defy the Odds: review of price, cadence & strategy
Systematic macro research and capital flows turned into stock ideas.
Defy the Odds publishes systematic macro research on capital flows and macro trends, and links those big-picture views to individual stock and trade ideas. Prices are the publication's web subscription prices on Substack.
Want to see what you get before paying? Read recent issues in the official archive.
Facts checked on 2026-10-23 at the official page. Prices can change; confirm before you subscribe. We do not publish ratings or performance claims.
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