
In an era of information overload, the most valuable commodity for investors is not data but insight. The newsletters that have risen to prominence in 2026 offer something increasingly rare: independent, rigorous analysis free from the conflicts that plague traditional Wall Street research. From energy geopolitics to AI-driven stock picking, these ten publications represent the cutting edge of investment thinking.

The anonymous collective behind the green chicken avatar has become one of Substack's most influential voices in energy and commodities analysis. Doomberg's thesis is simple yet profound: energy is the foundation of geopolitical power, and most analysts miss this critical variable. The publication has built a devoted following by connecting dots between natural gas prices, AI infrastructure demands, and great-power competition. Exiting 2025 at all-time highs for subscribers, Doomberg offers both free weekly content and a Pro tier featuring monthly video sessions with industry veterans.

Pieter Slegers, a former professional investor from Belgium, has built a newsletter empire now exceeding 500,000 subscribers. His philosophy draws directly from Warren Buffett: invest in wonderful companies at fair prices. Through clear writing and transparent portfolio updates, Compounding Quality has democratized quality investing for retail investors worldwide. Slegers also co-authored The Art of Quality Investing, further cementing his reputation. Premium subscribers receive full portfolio transparency and access to his community.

Founded by former Wall Street hedge fund manager George Kailas, Prospero.Ai represents the convergence of artificial intelligence and investment research. The platform processes millions of data points through machine learning models to identify stocks with statistical edges. Prospero offers two distinct newsletter products, each serving different investor profiles.
The Prospero.Ai Investing Newsletter is a bi-weekly publication designed for long-term investors. It delivers high-conviction stock picks backed by quantitative analysis and optional downside protection strategies. In 2025, picks achieved a 60% win rate against the S&P 500 benchmark. Check out the Investing Newsletter.
The Prospero.Ai Trading Letter caters to active traders with daily alerts. It generates roughly 100 trading ideas per month, ranging from sector and macro plays to event-based options strategies. This publication suits those who want frequent, actionable opportunities without conducting their own technical analysis. Check out the Trading Letter.

Edwin Dorsey launched The Bear Cave after graduating from Stanford in 2020 and has since become one of the most feared names on Wall Street. His investigative reports, exposing corporate misconduct at mid-cap companies, have preceded dramatic stock collapses and CEO departures. Dorsey's methodology involves FOIA requests, litigation analysis, and old-fashioned shoe-leather journalism. Crucially, he never shorts the stocks he writes about, making money solely from subscriptions. With over 84,000 subscribers, The Bear Cave has proven that accountability journalism and profitable analysis can coexist.

Marc Rubinstein brings 25 years of experience as a hedge fund manager and Credit Suisse research director to his weekly deep dives on financial sector themes. From Jamie Dimon's strategic thinking to the mechanics of stablecoins, Net Interest makes complex financial infrastructure accessible and engaging. Rubinstein now contributes to Bloomberg Opinion, amplifying his reach. With over 96,000 subscribers, he has become the go-to voice for understanding how money actually moves through the global economy.

Launched in 2020 with just 30 subscribers, The Average Joe has grown to over 200,000 readers seeking accessible financial news. The newsletter's mission is clear: help everyday investors navigate markets without jargon or condescension. Daily issues break down market movements, investing trends, and personal finance concepts in five minutes or less. For younger investors intimidated by traditional financial media, The Average Joe provides a welcoming on-ramp to market literacy.

Alex Morris, a CFA Charterholder and author of Buffett And Munger Unscripted, named his newsletter after Ted Williams' hitting philosophy: wait for the right pitch. TSOH offers complete transparency into Morris's research process and portfolio decisions, disclosing all changes before execution. His weekly analysis focuses on high-quality compounders, and he openly shares both successes and failures from his decade-plus in professional investing.

Citrini Research specializes in thematic equity investing and global macro trading with a promise that subscribers will never ask, "What's the trade?" The publication identified major winners including Nvidia and Eli Lilly early in their runs by understanding secular tailwinds before consensus. Their "Citrindex" model portfolio achieved over 100% returns in its first year. From GLP-1 drug beneficiaries to AI infrastructure plays, Citrini connects macro trends to specific equity opportunities.

Stanford economics graduate Eric Ferguson spent years and over $200,000 developing statistical trading strategies before launching Mindful Trader in 2020. His swing trading service provides real-time alerts with precise entry points, profit targets, and stop-loss levels, all backed by 20+ years of backtested data. Ferguson trades every position he recommends, ensuring alignment with subscribers. At $47 monthly, Mindful Trader appeals to active traders seeking systematic approaches without the time commitment of day trading.

Founded in 1977 by value investing pioneer Al Frank, The Prudent Speculator has earned its place among the best-performing newsletters tracked by Hulbert Financial Digest over 30 and 40-year periods. Editor John Buckingham joined in 1987 and has maintained the newsletter's disciplined approach through every market cycle since. The portfolio's 14.5% annualized 30-year return significantly outpaces the S&P 500. Now published by Kovitz Investment Group, the newsletter continues delivering value stock recommendations with the patience that has defined its nearly five-decade legacy.
These ten newsletters span the investing spectrum, from the patient value approach of The Prudent Speculator to Prospero.Ai's machine-learning models. What unites them is independent thinking and transparent methodologies. In a world where information is abundant but wisdom is scarce, these publications have earned their audiences by consistently delivering insight that makes a difference to portfolios.
