Ask HN: Which business commentators do you read weekly?

Over the last few years, I have seen a trend of journalists and analysts moving away from the big newspaper brands to set up their own publications and newsletters.

In the tech space, Ben Thompson at Stratechery is a classic example.

But there are others, like Dan Frommer at The New Consumer.

Do you regularly read any one-person publications or the blogs (or newsletters) of individual analysts who illuminate a specific sector on a regular basis?