100+
paid subscribers
11K+
free subscribers

AP Research

About the Substack

Global macro and multi-asset thematics, grounded in active capital allocation. We map the trends driving markets and translate them into tradeable frameworks.

Free Subscription Benefits

  • Partial access to research

Paid Subcription Benefits

  • Thematic primers
  • Weekly macro and cross-asset market memos
  • Portfolio insights and institutional macro dashboards

Paid Subscription Plans

  • $40 a month
  • $400 a year

About AP Research

AP Research is an independent cross-asset platform focused on global macro and thematic investing, translating market developments into actionable positioning and asset allocation ideas, expressed both in research and in our own capital.

Subscriber Growth

The number of free subscribers for AP Research over time since it was added to the directory.

Is this your Substack? Submit changes.

AP Research's recommended Substacks

Macro Charts logo
Macro Charts

Macro Charts

30 years in markets. ex-Fund Manager, now independent. Focus on BIG trends, actionable ideas, and execution.

1000+
paid subscribers
22K+
free subscribers
SpearPoint Equity Alpha logo
Capital Flows

SpearPoint Equity Alpha

This publication is a partnership between Capital Flows and SpearPoint Management LLC. The publication focuses on generating alpha in single-name equities and identifying asymmetrical trades between macro regimes and earnings catalysts.

1000+
paid subscribers
5K+
free subscribers
Quality Stocks logo
Quality Stocks

Quality Stocks

A disciplined, framework-driven approach to long-term stock investing

100+
paid subscribers
21K+
free subscribers
PharmD Capital Trading with PharmD_KS logo
PharmD_KS

PharmD Capital Trading with PharmD_KS

Discretionary Trader providing commentary and opinions on various asset classes. ES/SPX/SPY specialist, long term investor, and medium-term L/S equities swing trader.

100+
paid subscribers
6K+
free subscribers
Capitalist Letters logo
Oguz Erkan

Capitalist Letters

Deep fundamental thinking on equities, business, and geofinance.

100+
paid subscribers
23K+
free subscribers