Macro · International newsletter
TSCS: review of price, cadence & strategy
Research on macro, commodities, credit risk and mispriced stocks across global markets.
TSCS says it is written by analysts with London hedge fund and STEM experience. Its About page lists three areas: macro and geopolitical analysis (supply chains, commodities, sovereign risk), credit and structural risk, and fundamental equity research across regions and company sizes. Free subscribers get select posts. The About text lists Premium at $30 a month; the live Substack plans shown are $41 a month or $340 a year.
Want to see what you get before paying? Read recent issues in the official archive.
Facts checked on 2026-10-18 at the official page. Prices can change; confirm before you subscribe. We do not publish ratings or performance claims.
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