Tagus Capital mostly covers Treasury yields, Bitcoin and Digital Assets. Based on 2 issues we scanned in the last 6 months, these 8 newsletters cover the most similar ground. The closest match is Capital Wars, which also writes about Global Liquidity and Risk Appetite.
Ranked by topic overlap: newsletters score higher when they share distinctive topics, not just broad ones everyone covers.
Global Liquidity Insights
Liberty. Finance. Bullshit.
Actionable insights on building wealth from the world's top money experts
Views into BTC's underlying structure through the lens of investor flows. We identified the high risk top region. Next stop will be identifying the cycle bottom with our models. Delivered WEEKLY.
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