{"generated_at":"2026-10-24T23:29:43.155923+00:00","as_of":"2026-10-24","window_days":14,"theme_days":7,"rules":{"category":"finance","ranking":"Substack finance leaderboard, paid ranking, top 50 on each run; a publication that drops out stays tracked","summaries":"written in our own words by an editorial pass from the free text; a paid post is summarized from its free preview only"},"counts":{"publications":47,"ranked_now":47,"excluded":3,"subscribers_known":44,"subscribers_total":2516000,"posts_window":195,"with_summary":175,"free_window":46,"paid_window":149,"posts_7d":195,"with_summary_7d":175,"pubs_active_7d":43,"archive_posts":195,"archive_from":"2026-10-17"},"stances_7d":{"mixed":26,"bullish":36,"bearish":49,"none":50,"neutral":14},"topics_7d":[["macro",26],["ai capex",26],["trade setup",21],["oil",20],["earnings",17],["credit",16],["rates",16],["gold",12],["ai",12],["short idea",10],["energy",10],["breadth",8],["valuation",8],["fed",7],["silver",7],["tech",7],["inflation",7],["semiconductors",6],["positioning",5],["regulation",5]],"tickers_7d":[["SPY",15],["CRWV",13],["QQQ",11],["META",7],["NVDA",5],["USO",4],["GLD",4],["SLV",4],["ES",4],["ASML",3],["SMH",3],["SPX",3],["IBM",3],["AAPL",2],["XOM",2]],"days":[{"date":"2026-10-24","posts":[{"id":221343676,"pub":"michaeljburry","pub_name":"Cassandra Unchained","author":"Michael Burry","rank":2,"avatar":"/newsletter-radar/avatars/michaeljburry.jpg","title":"Foundations: The Fate of the S&P 500’s Worst Stocks, the Y2K Analogue, and Time for Small Caps?","subtitle":"Predicting Long Positions for Performance Through the Next Bear Market","url":"https://michaeljburry.substack.com/p/foundations-the-fate-of-the-s-and","date":"2026-10-24","published_at":"2026-10-24T21:34:39.461Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":3456,"captured_words":372,"reactions":31,"comments":3,"summary":"Splits S&P 500 members at the October 6, 2026 record high into leaders, the broken (down 20-40%) and the busted (down more than 40%), and compares them with earlier pre-bear-market highs. The author suggests that if 2000 is repeating, broken stocks could serve as a haven.","topics":["breadth","bear market","small caps","value"],"tickers":[],"stance":"mixed","preview_note":"the tables of subsequent performance and the conclusions are behind the paywall","figures":[{"alt":null,"height":829,"src":"https://substackcdn.com/image/fetch/$s_!4-px!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5a56ef1c-a0cc-419b-860b-d9d47c629a66_2861x1628.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/5a56ef1c-a0cc-419b-860b-d9d47c629a66_2861x1628.png","width":1456}]},{"id":221967706,"pub":"tavicosta","pub_name":"Tavi Costa","author":"Tavi Costa","rank":36,"avatar":"/newsletter-radar/avatars/tavicosta.jpg","title":"Top 70 Macro Charts","subtitle":null,"url":"https://tavicosta.substack.com/p/top-70-macro-charts","date":"2026-10-24","published_at":"2026-10-24T21:23:11.190Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":6799,"captured_words":148,"reactions":7,"comments":1,"summary":"Argues that only 10% of miners sit above their 200-day moving averages, a level the author says has coincided with important industry bottoms in the past. The post promises a list of 70 macro charts and an update on Brazil's elections.","topics":["gold miners","macro","brazil"],"tickers":["XAU"],"stance":"bullish","preview_note":"the 70 charts and the commentary on them are behind the paywall","figures":[{"alt":"The XAU Index shows a downward trend with a current price of 327.55, indicating a bearish market for gold miners. 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The author links an October jump in crude to $104 and Brent to $117 with pressure on metals, and cites a 90% chance of an unchanged Fed.","topics":["precious metals","oil","fed","iran"],"tickers":[],"stance":"bearish","preview_note":"the later analysis and any miner views are behind the paywall","figures":[{"alt":null,"height":840,"src":"https://substackcdn.com/image/fetch/$s_!2pB3!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fde388865-1e49-4fe3-9feb-c611e2614d74_1406x840.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/de388865-1e49-4fe3-9feb-c611e2614d74_1406x840.png","width":1406},{"alt":null,"height":728,"src":"https://substackcdn.com/image/fetch/$s_!IryN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F220c2553-03a9-4dd0-adec-5abd504d323a_1473x736.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/220c2553-03a9-4dd0-adec-5abd504d323a_1473x736.png","width":1456}]},{"id":221956783,"pub":"jamesbulltard","pub_name":"The Running Of The Bulltards","author":"James Bulltard","rank":4,"avatar":"/newsletter-radar/avatars/jamesbulltard.jpg","title":"Discover Tool Update #1","subtitle":null,"url":"https://www.jamesbulltard.com/p/discover-tool-update-1","date":"2026-10-24","published_at":"2026-10-24T20:00:09.115Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":618,"captured_words":627,"reactions":8,"comments":0,"summary":"Announces the first update to the author's options Discover tool. It adds a card listing prints whose setup hit +30% within 30 days at least 60% of the time over 90 days, and a scanner cross-check. 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Wars","author":"Michael Howell","rank":6,"avatar":"/newsletter-radar/avatars/capitalwars.jpg","title":"Phase Shift","subtitle":"From Speculation to Turbulence","url":"https://capitalwars.substack.com/p/phase-shift","date":"2026-10-24","published_at":"2026-10-24T15:14:21.296Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1846,"captured_words":164,"reactions":30,"comments":14,"summary":"Argues that a Turbulence investment regime is near because global liquidity keeps heading lower. The author calls equities the anomaly in an otherwise normal bond and commodity cycle, and asks whether tech earnings can keep supporting indexes as the liquidity tailwind fades.","topics":["liquidity","macro","asset allocation"],"tickers":[],"stance":"bearish","preview_note":"the tactical allocation details are behind the paywall","figures":[{"alt":null,"height":369,"src":"https://substackcdn.com/image/fetch/$s_!_u_S!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F510af6e0-da22-406d-a807-c94e7c513d3c_450x369.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/510af6e0-da22-406d-a807-c94e7c513d3c_450x369.png","width":450},{"alt":null,"height":421,"src":"https://substackcdn.com/image/fetch/$s_!oOY0!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff6013293-a4c7-4d5a-889b-f23d60c500db_530x421.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/f6013293-a4c7-4d5a-889b-f23d60c500db_530x421.png","width":530}]},{"id":221094982,"pub":"reboundcapital","pub_name":"Rebound Capital","author":"Market Sentiment","rank":41,"avatar":"/newsletter-radar/avatars/reboundcapital.jpg","title":"Deep Dive: $ASML","subtitle":"A monopoly that can’t keep up with demand","url":"https://reboundcapital.substack.com/p/deep-dive-asml","date":"2026-10-24","published_at":"2026-10-24T15:02:03.841Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":4193,"captured_words":2776,"reactions":28,"comments":0,"summary":"A deep dive into ASML, presented as the only maker of EUV lithography machines, with demand said to exceed capacity through 2028. 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Crash","subtitle":"Precious and More","url":"https://vblgoldfix.substack.com/p/weekend-silver-gold-oil-and-an-ai","date":"2026-10-24","published_at":"2026-10-24T13:24:21.254Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":47,"captured_words":45,"reactions":11,"comments":0,"summary":"A weekend roundup from GoldFix whose visible text holds only section headings on precious metals, energy and geopolitics, and founders, plus the titled topics of silver, gold, oil and an AI crash. 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What a $20 Trillion AI Crash Would Do to the Economy","subtitle":null,"url":"https://vblgoldfix.substack.com/p/what-a-20-trillion-ai-crash-would","date":"2026-10-24","published_at":"2026-10-24T12:45:22.088Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":867,"captured_words":26,"reactions":4,"comments":0,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[]},{"id":221905611,"pub":"quoththeraven","pub_name":"QTR’s Fringe Finance","author":"Quoth the Raven","rank":25,"avatar":"/newsletter-radar/avatars/quoththeraven.jpg","title":"Apple Is Losing Its Luster","subtitle":"At 40x earnings, the growing gap between its reputation and its actual innovation is becoming difficult to ignore.","url":"https://quoththeraven.substack.com/p/apple-is-losing-its-luster","date":"2026-10-24","published_at":"2026-10-24T12:25:19.060Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":3549,"captured_words":55,"reactions":62,"comments":29,"summary":"Argues that Apple, at about 40 times earnings, shows a growing gap between its reputation and its actual innovation. The visible text grants the company's ecosystem and popularity before turning to that critique.","topics":["apple","valuation","short idea"],"tickers":["AAPL"],"stance":"bearish","preview_note":"the full case and any supporting numbers are behind the paywall","figures":[]},{"id":221860561,"pub":"charliepgarcia","pub_name":"Capital Mischief","author":"Charlie Garcia","rank":12,"avatar":"/newsletter-radar/avatars/charliepgarcia.jpg","title":"The Cloud Is Concrete, the Bonds Run to 2049, and Your Annuity Is in There Somewhere","subtitle":"Meta's free cash flow went negative, Nvidia's CEO found a scarcity of capital, and the money ran to Treasuries. Three books on who gets the money last.","url":"https://charliepgarcia.substack.com/p/meta-data-center-debt-hyperscale-dalio-kindleberger","date":"2026-10-24","published_at":"2026-10-24T11:30:49.199Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":5124,"captured_words":5816,"reactions":125,"comments":84,"summary":"A Saturday books column that links Meta's negative free cash flow of $2.12 billion, its 2049 bond issue and Jensen Huang's remark about scarce capital to three book recommendations. The author argues the AI buildout is financed with debt, and tells readers to watch the 10-year yield on bad stock days.","topics":["ai capex","credit","rates","books"],"tickers":["META","NVDA"],"stance":"bearish","preview_note":null,"figures":[{"alt":"Editorial cartoon: at Meta's Hyperion data center site in Louisiana, a crane lowers a cloud labeled THE CLOUD into a concrete foundation on chains of Beignet bonds at 6.581% due 2049. 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And Why I'm not selling, with a photo of men in suits shaking hands in a gilded room.","height":1682,"src":"https://substackcdn.com/image/fetch/$s_!NFOe!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fec43d5ae-92d0-4f1f-8908-036efcbb4d86_1616x1682","url":"https://substack-post-media.s3.amazonaws.com/public/images/ec43d5ae-92d0-4f1f-8908-036efcbb4d86_1616x1682","width":1616},{"alt":"Aerial photograph of the US Treasury building in Washington with two American flags and the Washington Monument in the background.","height":1500,"src":"https://substackcdn.com/image/fetch/$s_!sMjf!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6b01f314-247b-478b-9791-769cc16f6386_2000x1500","url":"https://substack-post-media.s3.amazonaws.com/public/images/6b01f314-247b-478b-9791-769cc16f6386_2000x1500","width":2000},{"alt":null,"height":688,"src":"https://substackcdn.com/image/fetch/$s_!4aLC!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc8269750-063e-4463-840f-fc40df32f677_1238x688.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/c8269750-063e-4463-840f-fc40df32f677_1238x688.png","width":1238},{"alt":"Charlie Garcia's sign-off photo: a glass of Pappy Van Winkle bourbon and a cigar against a sunset.","height":971,"src":"https://substackcdn.com/image/fetch/$s_!Y9aD!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8fd13bfa-d638-4614-a78b-5a37b47bc0ec_1536x1024.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/8fd13bfa-d638-4614-a78b-5a37b47bc0ec_1536x1024.png","width":1456}]},{"id":221808794,"pub":"vblgoldfix","pub_name":"GoldFix","author":"VBL","rank":33,"avatar":"/newsletter-radar/avatars/vblgoldfix.jpg","title":"Dai-ichi Life Builds a Gold Position While Cutting Stocks and Foreign Bonds","subtitle":"Translated from the Japanese.","url":"https://vblgoldfix.substack.com/p/dai-ichi-life-builds-a-gold-position","date":"2026-10-24","published_at":"2026-10-24T11:30:24.153Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":777,"captured_words":0,"reactions":1,"comments":0,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[]},{"id":221795878,"pub":"vblgoldfix","pub_name":"GoldFix","author":"VBL","rank":33,"avatar":"/newsletter-radar/avatars/vblgoldfix.jpg","title":"Oil Tops $113 as Iran Fears Sink Hopes for Cheaper Energy","subtitle":"ING","url":"https://vblgoldfix.substack.com/p/oil-tops-113-as-iran-fears-sink-hopes","date":"2026-10-24","published_at":"2026-10-24T11:18:36.447Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":458,"captured_words":0,"reactions":1,"comments":0,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[]},{"id":221638682,"pub":"vblgoldfix","pub_name":"GoldFix","author":"VBL","rank":33,"avatar":"/newsletter-radar/avatars/vblgoldfix.jpg","title":"Banks Warn: Scammers Tell People to Leave Gold in the Forest","subtitle":"Finans Norge press release, 22 October 2026 (translated from Norwegian)","url":"https://vblgoldfix.substack.com/p/banks-warn-scammers-tell-people-to","date":"2026-10-24","published_at":"2026-10-24T11:15:14.592Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":687,"captured_words":680,"reactions":1,"comments":0,"summary":"Reposts a Finans Norge press release of October 22, 2026, which warns of scams in which victims are told to buy gold and leave it in nature for collection. It also lists fraud aimed at employees with company-account access and a fake Lyko gift message, with protective tips.","topics":["gold","fraud","banking"],"tickers":[],"stance":"none","preview_note":null,"figures":[{"alt":null,"height":630,"src":"https://substackcdn.com/image/fetch/$s_!pIVF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd6f59d7f-5af5-47b5-b3fc-da4498e0b13f_1200x630.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/d6f59d7f-5af5-47b5-b3fc-da4498e0b13f_1200x630.jpeg","width":1200}]},{"id":221293998,"pub":"vblgoldfix","pub_name":"GoldFix","author":"VBL","rank":33,"avatar":"/newsletter-radar/avatars/vblgoldfix.jpg","title":"Founders: BBG— Europe Repatriates Its Gold","subtitle":"“For some central banks, gold must also be accessible, tradable and distributed across locations that remain dependable under stress.”","url":"https://vblgoldfix.substack.com/p/founders-bbg-europe-repatriates-its","date":"2026-10-24","published_at":"2026-10-24T11:13:46.440Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":688,"captured_words":19,"reactions":1,"comments":0,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[]},{"id":221792615,"pub":"vblgoldfix","pub_name":"GoldFix","author":"VBL","rank":33,"avatar":"/newsletter-radar/avatars/vblgoldfix.jpg","title":"Fusion Gold Rush— Cost, Radiation, and Time","subtitle":null,"url":"https://vblgoldfix.substack.com/p/fusion-gold-comment","date":"2026-10-24","published_at":"2026-10-24T11:08:02.740Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":201,"captured_words":48,"reactions":5,"comments":1,"summary":"Shares a Rand Research piece that debunks the week's excitement about synthesizing gold from mercury. The author's bottom line is that the process is not cheap and produces radioactive material.","topics":["gold","science"],"tickers":[],"stance":"none","preview_note":"the linked analysis itself is not reproduced in the free text","figures":[]},{"id":221793291,"pub":"vblgoldfix","pub_name":"GoldFix","author":"VBL","rank":33,"avatar":"/newsletter-radar/avatars/vblgoldfix.jpg","title":"Silver: “Challenging near term, but should benefit from gold long term”","subtitle":"UBS","url":"https://vblgoldfix.substack.com/p/silver-challenging-near-term-but","date":"2026-10-24","published_at":"2026-10-24T11:00:05.759Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":423,"captured_words":0,"reactions":1,"comments":1,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[]},{"id":221901512,"pub":"vblgoldfix","pub_name":"GoldFix","author":"VBL","rank":33,"avatar":"/newsletter-radar/avatars/vblgoldfix.jpg","title":"What Happens if A.I. Crashes","subtitle":"WARGAMING THE AI CRASH","url":"https://vblgoldfix.substack.com/p/what-happens-if-ai-crashes","date":"2026-10-24","published_at":"2026-10-24T10:57:13.397Z","paid":true,"preview":false,"podcast":false,"type":"newsletter","wordcount":0,"captured_words":3,"reactions":0,"comments":0,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[{"alt":"Page 1","height":1988,"src":"https://substackcdn.com/image/fetch/$s_!xYx5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd934b5e9-980d-4b43-ad39-e1f95af8f122_1406x1988.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/d934b5e9-980d-4b43-ad39-e1f95af8f122_1406x1988.png","width":1406}]},{"id":221794449,"pub":"vblgoldfix","pub_name":"GoldFix","author":"VBL","rank":33,"avatar":"/newsletter-radar/avatars/vblgoldfix.jpg","title":"CITI: CTAs Max Short in Gold and Silver, Max Long Oil","subtitle":"CTAs ‘max long’ Oil vs ‘max short’ Gold","url":"https://vblgoldfix.substack.com/p/citi-ctas-max-short-in-gold-and-silver","date":"2026-10-24","published_at":"2026-10-24T10:49:10.865Z","paid":true,"preview":false,"podcast":false,"type":"newsletter","wordcount":42,"captured_words":42,"reactions":19,"comments":7,"summary":"Relays a Citi report saying trend-following CTAs hold their largest short positions in gold and silver while being at maximum long in oil. The author reads the report's tables and charts as showing shorts in both metals at their highest level since a year earlier.","topics":["gold","silver","oil","positioning"],"tickers":["GLD","SLV"],"stance":"neutral","preview_note":null,"figures":[]},{"id":221766782,"pub":"vblgoldfix","pub_name":"GoldFix","author":"VBL","rank":33,"avatar":"/newsletter-radar/avatars/vblgoldfix.jpg","title":"Founders: First Look","subtitle":"China Exports Deflation, Bonds Are the Humiliation Trade","url":"https://vblgoldfix.substack.com/p/founders-first-look-059","date":"2026-10-24","published_at":"2026-10-24T10:35:17.592Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1013,"captured_words":3,"reactions":5,"comments":0,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[]},{"id":221481492,"pub":"vblgoldfix","pub_name":"GoldFix","author":"VBL","rank":33,"avatar":"/newsletter-radar/avatars/vblgoldfix.jpg","title":"Founders: (Oil, Copper, Gold, Power) Goldman Discusses Commodity Diversification","subtitle":"Conflict, Climate and the Case for Commodity Diversification","url":"https://vblgoldfix.substack.com/p/founders-goldman-discusses-commodity","date":"2026-10-24","published_at":"2026-10-24T10:33:56.456Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":2559,"captured_words":0,"reactions":1,"comments":0,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[]},{"id":221654262,"pub":"doomberg","pub_name":"Doomberg","author":"Doomberg","rank":3,"avatar":"/newsletter-radar/avatars/doomberg.jpg","title":"Margin Call","subtitle":"Will Brazil replicate Guyana’s magic in the Equatorial Atlantic?","url":"https://newsletter.doomberg.com/p/margin-call","date":"2026-10-24","published_at":"2026-10-24T09:02:02.056Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1263,"captured_words":619,"reactions":400,"comments":106,"summary":"Reports on Guyana's oil-driven growth and asks whether Brazil's Equatorial Margin can repeat it. The author notes Petrobras's August and October discoveries, cautions that early finds need more data, and ties the story to Brazil's runoff election.","topics":["oil","brazil","guyana","energy"],"tickers":["XOM","PBR"],"stance":"mixed","preview_note":"the author's own judgment on the Equatorial Margin is behind the paywall","figures":[{"alt":null,"height":683,"src":"https://substackcdn.com/image/fetch/$s_!HG6x!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd6862232-b0bd-49c0-8f0a-a67428c58fe6_1024x683.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/d6862232-b0bd-49c0-8f0a-a67428c58fe6_1024x683.jpeg","width":1024},{"alt":null,"height":772,"src":"https://substackcdn.com/image/fetch/$s_!5DXa!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F58074c6c-6f73-4c05-991b-8b65ae340ac3_2260x1198.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/58074c6c-6f73-4c05-991b-8b65ae340ac3_2260x1198.png","width":1456}]}]},{"date":"2026-10-23","posts":[{"id":221851149,"pub":"capitolaccount","pub_name":"Capitol Account","author":"Robert Schmidt","rank":42,"avatar":"/newsletter-radar/avatars/capitolaccount.jpg","title":"‘We Are Not Simple’: A Community Banker’s Push for a Seat at the Table","subtitle":"Also, House Democrats blast innovation exemption; SEC unveils new examination priorities","url":"https://www.capitolaccountdc.com/p/we-are-not-simple-a-community-bankers","date":"2026-10-23","published_at":"2026-10-23T23:30:10.826Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":2892,"captured_words":58,"reactions":0,"comments":0,"summary":"A banking-policy newsletter issue built around a Q and A with a community banker pressing for more influence in Washington. It notes that despite praise for local lenders, small firms have won few policy outcomes. Also lists House Democrats criticizing an innovation exemption and new SEC examination priorities.","topics":["banking","policy","regulation"],"tickers":[],"stance":"none","preview_note":"the interview and the other items are behind the paywall","figures":[]},{"id":221765636,"pub":"vblgoldfix","pub_name":"GoldFix","author":"VBL","rank":33,"avatar":"/newsletter-radar/avatars/vblgoldfix.jpg","title":"GoldFix PM:","subtitle":"GoldFix PM","url":"https://vblgoldfix.substack.com/p/goldfix-pm-4cd","date":"2026-10-23","published_at":"2026-10-23T22:01:49.406Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":47,"captured_words":65,"reactions":6,"comments":0,"summary":"An evening GoldFix post whose visible text holds only section headings for macro and commodities, energy and geopolitics, founders and an intraday chat, with thanks to a reader. No written argument is present.","topics":["gold","roundup"],"tickers":[],"stance":"none","preview_note":null,"figures":[{"alt":"Thank you Marcello!","height":800,"src":"https://substackcdn.com/image/fetch/$s_!1AQI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F470cfbf9-4e81-47c3-9a96-7886fcd1cad5_800x800.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/470cfbf9-4e81-47c3-9a96-7886fcd1cad5_800x800.png","width":800}]},{"id":221839875,"pub":"georgenoble","pub_name":"The Noble Update","author":"George Noble","rank":34,"avatar":"/newsletter-radar/avatars/georgenoble.jpg","title":"Doubling Down on Our Worst Call","subtitle":null,"url":"https://georgenoble.substack.com/p/doubling-down-on-our-worst-call","date":"2026-10-23","published_at":"2026-10-23T21:57:23.174Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":694,"captured_words":148,"reactions":12,"comments":1,"summary":"Says the AI trade is cracking, citing the Nasdaq's worst day since June and chip stocks down more than 26% from their June high. Reports that 20 of 24 resolved calls have won, with CoreWeave and Astera Labs shorts well in profit, and says the author is reiterating a long that has not worked yet.","topics":["ai capex","short idea","scoreboard"],"tickers":["CRWV","ALAB"],"stance":"bearish","preview_note":"the name of the long and the reasoning, including the November 3 election angle, are behind the paywall","figures":[]},{"id":221821216,"pub":"capitalflows","pub_name":"Capital Flows","author":"Capital Flows","rank":16,"avatar":"/newsletter-radar/avatars/capitalflows.jpg","title":"Equity and Bond Market Risks (Video Breakdown)","subtitle":"Regime models and macro flows for rates, gold, and equities","url":"https://www.capitalflowsresearch.com/p/equity-and-bond-market-risks-video","date":"2026-10-23","published_at":"2026-10-23T21:47:56.065Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":302,"captured_words":64,"reactions":35,"comments":2,"summary":"A short note introducing a video on how to analyze flows in equity and bond markets. The author asks how extensive the liquidity-cycle risks are after equities closed lower and crude rose, and points to a linked report. The written text gives little detail.","topics":["liquidity","rates","equities"],"tickers":[],"stance":"none","preview_note":"the video and linked report are behind the paywall","figures":[]},{"id":221840178,"pub":"capitalwars","pub_name":"Capital Wars","author":"Michael Howell","rank":6,"avatar":"/newsletter-radar/avatars/capitalwars.jpg","title":"David Lin Report","subtitle":"Interview","url":"https://capitalwars.substack.com/p/david-lin-report","date":"2026-10-23","published_at":"2026-10-23T20:58:58.187Z","paid":true,"preview":false,"podcast":false,"type":"newsletter","wordcount":9,"captured_words":9,"reactions":11,"comments":0,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[]},{"id":221840386,"pub":"bonnerprivateresearch","pub_name":"Bonner Private Research","author":"Bonner Private Research","rank":14,"avatar":"/newsletter-radar/avatars/bonnerprivateresearch.jpg","title":"All the Colors of the Revolution","subtitle":null,"url":"https://www.bonnerprivateresearch.com/p/all-the-colors-of-the-revolution","date":"2026-10-23","published_at":"2026-10-23T20:53:05.657Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1715,"captured_words":11,"reactions":92,"comments":32,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[{"alt":null,"height":498,"src":"https://substackcdn.com/image/fetch/$s_!ADyT!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F79c8c597-7353-4d7d-bbf7-a3820eafec6b_724x498.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/79c8c597-7353-4d7d-bbf7-a3820eafec6b_724x498.png","width":724}]},{"id":221834649,"pub":"pinebrookcap","pub_name":"David Cervantes | Pinebrook Capital","author":"David Cervantes","rank":46,"avatar":"/newsletter-radar/avatars/pinebrookcap.jpg","title":"Self-Awareness is a Superpower","subtitle":"Receipts From Closed Trades","url":"https://www.pinebrookcap.com/p/self-awareness-is-a-superpower","date":"2026-10-23","published_at":"2026-10-23T20:12:45.068Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1060,"captured_words":71,"reactions":11,"comments":3,"summary":"The author reports October as the worst month of the year, down about 9% mostly from five trades opened September 21. The post says every trade since August 2024 was rerun against random dates and 35 markets were tested over 20 years.","topics":["trading","review","trade setup"],"tickers":[],"stance":"none","preview_note":"the findings from the tests are behind the paywall","figures":[{"alt":null,"height":1327,"src":"https://substackcdn.com/image/fetch/$s_!FxdW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F13819741-0327-4776-9acb-4f228bc30807_1391x1327.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/13819741-0327-4776-9acb-4f228bc30807_1391x1327.png","width":1391}]},{"id":221833445,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB Podcast Intel: Amazon’s (AMZN) Andy Jassy, Ramp’s Economist on Who Pays for AI, Sharp Tech on Netflix (NFLX), Cloudflare’s (NET) Matthew Prince, SemiAnalysis on ASML (ASML), OpenAI’s Sarah Friar","subtitle":null,"url":"https://www.tmtbreakout.com/p/tmtb-podcast-intel-amazons-amzn-andy","date":"2026-10-23","published_at":"2026-10-23T20:08:08.835Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":6183,"captured_words":1540,"reactions":19,"comments":0,"summary":"A digest of AI-generated briefs on six podcast episodes, including Amazon's Andy Jassy on capex and sold-out AWS capacity, Cloudflare's CEO, SemiAnalysis on ASML, and OpenAI's CFO. The visible text opens with Jassy's remarks that capacity is largely sold out into 2027.","topics":["ai capex","podcasts","tech"],"tickers":["AMZN","NFLX","NET","ASML"],"stance":"none","preview_note":"the rest of the briefs are behind the paywall","figures":[{"alt":"TMTB Podcast Intel — Powered by Ethmos","height":234,"src":"https://substackcdn.com/image/fetch/$s_!3su2!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faedc7334-78d5-4c86-993d-572a133ae5ed_1100x234.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/aedc7334-78d5-4c86-993d-572a133ae5ed_1100x234.jpeg","width":1100},{"alt":"Amazon CEO Andy Jassy on $220 Billion of Capex, the AI Demand Amazon Still Can’t Serve and Why Inference Must Get Far Cheaper, on The a16z Show","height":793,"src":"https://substackcdn.com/image/fetch/$s_!XAJD!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa11a1394-8364-448f-bfc6-a4a3545fa52b_1520x828.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/a11a1394-8364-448f-bfc6-a4a3545fa52b_1520x828.png","width":1456},{"alt":"Ramp Economist Ara Kharazian on Who Actually Pays for AI and Why Spending Growth at the Top Is Slowing, on Plain English","height":793,"src":"https://substackcdn.com/image/fetch/$s_!3UTx!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa4066430-3744-4348-a426-6ef10c0ee5da_1520x828.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/a4066430-3744-4348-a426-6ef10c0ee5da_1520x828.png","width":1456}]},{"id":221816198,"pub":"whatarewedoingonthedesk","pub_name":"WHAT ARE WE DOING?  “Contrarians At The Gate”","author":"Danny, Vinnie and Porter","rank":29,"avatar":"/newsletter-radar/avatars/whatarewedoingonthedesk.jpg","title":"Peter Boockvar: Markets Are Clear As Mud","subtitle":"Long term investor, what you standin' there for?","url":"https://whatarewedoingonthedesk.substack.com/p/peter-boockvar-markets-are-clear","date":"2026-10-23","published_at":"2026-10-23T20:00:49.609Z","paid":true,"preview":true,"podcast":true,"type":"podcast","wordcount":274,"captured_words":64,"reactions":25,"comments":5,"summary":"A podcast note for the Friday Night Dirty show, where guest Peter Boockvar discusses markets after a talk titled The Outlook is Clear as Mud. Little written content is available.","topics":["podcast","macro","markets"],"tickers":[],"stance":"none","preview_note":"the conversation itself is behind the paywall","figures":[]},{"id":221681531,"pub":"tradecompanion","pub_name":"Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion","author":"Adam Mancini","rank":10,"avatar":"/newsletter-radar/avatars/tradecompanion.jpg","title":"2 Red Weeks For SPX. Can It Go Green Next Week? Oct 26 Plan","subtitle":null,"url":"https://tradecompanion.substack.com/p/2-red-weeks-for-spx-can-it-go-green","date":"2026-10-23","published_at":"2026-10-23T18:58:04.584Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":5373,"captured_words":385,"reactions":24,"comments":0,"summary":"Notes that the S&P 500 has had two red weeks and that ES has stayed in a 7677 to 7803 range for weeks. The author argues dips have been bought through failed breakdowns, and says 7677 must be recovered for a rally next week.","topics":["trade setup","es futures","s&p 500"],"tickers":["SPY"],"stance":"mixed","preview_note":"the actionable plan for October 26 is behind the paywall","figures":[]},{"id":221817623,"pub":"hfir","pub_name":"HFI Research","author":"HFI Research","rank":17,"avatar":"/newsletter-radar/avatars/hfir.jpg","title":"(Important) First Principles: It Was Always Crude Oil","subtitle":null,"url":"https://www.hfir.com/p/important-first-principles-it-was","date":"2026-10-23","published_at":"2026-10-23T17:33:38.058Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":890,"captured_words":242,"reactions":43,"comments":1,"summary":"Argues that the Strait of Hormuz closure has always been mainly a crude oil problem, since 18 of the 21 million barrels a day that flowed through it were crude. Says recent attacks near Dubai and Ras Al-Khaimah are hurting the crude math as global buffers run low.","topics":["oil","geopolitics","crude"],"tickers":[],"stance":"bullish","preview_note":"the rest of the argument and any trade implications are behind the paywall","figures":[{"alt":"Sea at Sunrise","height":420,"src":"https://substackcdn.com/image/fetch/$s_!Emgy!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6c306e13-fa84-49ef-be9e-cf54f5896b41_630x420.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/6c306e13-fa84-49ef-be9e-cf54f5896b41_630x420.jpeg","width":630}]},{"id":221795287,"pub":"dougcasey","pub_name":"Doug Casey's Crisis Investing","author":"Matt Smith @ Crisis Investing","rank":20,"avatar":"/newsletter-radar/avatars/dougcasey.jpg","title":"Hydrograph Reminds Canadian Shareholders of Critical Deadline and Instructions for Tax-Deferred Exchangeable Share Election","subtitle":"Extends Exchange Election Deadline to November 15 to Facilitate Canadian Shareholder Participation. But do it earlier.","url":"https://www.crisisinvesting.com/p/hydrograph-reminds-canadian-shareholders","date":"2026-10-23","published_at":"2026-10-23T17:30:36.230Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1440,"captured_words":50,"reactions":7,"comments":2,"summary":"A reproduced HydroGraph press release extending the exchange election deadline to November 15 for Canadian shareholders choosing tax-deferred exchangeable shares. The author notes the company sits in his Crisis Investing Portfolio and advises acting earlier than the deadline.","topics":["corporate action","tax","small cap"],"tickers":[],"stance":"none","preview_note":"the rest of the press release and instructions","figures":[{"alt":null,"height":582,"src":"https://substackcdn.com/image/fetch/$s_!PVVC!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4cabb655-de03-4e47-b940-4ca33d9d8b9a_1983x793.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/4cabb655-de03-4e47-b940-4ca33d9d8b9a_1983x793.jpeg","width":1456}]},{"id":221450319,"pub":"lordfed","pub_name":"Lord Fed's Gazette","author":"Lord Fed","rank":15,"avatar":"/newsletter-radar/avatars/lordfed.jpg","title":"Why Hedge When You Could Sell?","subtitle":null,"url":"https://www.lordfed.co.uk/p/why-hedge-when-you-could-sell","date":"2026-10-23","published_at":"2026-10-23T16:47:55.874Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":1150,"captured_words":1146,"reactions":53,"comments":7,"summary":"Argues that when you still like a company's fundamentals but are nervous about the index, hedging with an index short can be better than selling. A worked $1m example shows stock selection still paying off if the index falls more than the holdings. Adds that hedges have a cost and that sizing and exit rules should be set beforehand.","topics":["hedging","portfolio","risk"],"tickers":[],"stance":"neutral","preview_note":null,"figures":[]},{"id":221790713,"pub":"jamesbulltard","pub_name":"The Running Of The Bulltards","author":"James Bulltard","rank":4,"avatar":"/newsletter-radar/avatars/jamesbulltard.jpg","title":"10/23/26 Recap","subtitle":null,"url":"https://www.jamesbulltard.com/p/102326-recap","date":"2026-10-23","published_at":"2026-10-23T15:26:50.486Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1123,"captured_words":331,"reactions":18,"comments":0,"summary":"Notes that the SPY is sitting on its 100-day average for the second time since April and says a loss opens a path toward the 200-day below 730. Expects next week's megacap earnings to decide direction, and describes the SMH as nearing its 200-day near 520 after a 15% drop in 14 sessions.","topics":["trade setup","technicals","ai"],"tickers":["SPY","QQQ","SMH"],"stance":"mixed","preview_note":"the scanner results and the author's trades are behind the paywall","figures":[{"alt":null,"height":1819,"src":"https://substackcdn.com/image/fetch/$s_!0Icy!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdde2c041-09f5-4068-9bde-1198c43b499b_1320x1819.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/dde2c041-09f5-4068-9bde-1198c43b499b_1320x1819.heic","width":1320},{"alt":null,"height":1805,"src":"https://substackcdn.com/image/fetch/$s_!95_3!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F895cc23b-2604-4f1c-83d8-b1da9c8dc07a_1320x1805.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/895cc23b-2604-4f1c-83d8-b1da9c8dc07a_1320x1805.heic","width":1320},{"alt":null,"height":1005,"src":"https://substackcdn.com/image/fetch/$s_!ytLZ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F884f9317-f1f7-434f-ad2c-78dc6494fa91_2136x1474.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/884f9317-f1f7-434f-ad2c-78dc6494fa91_2136x1474.heic","width":1456},{"alt":null,"height":961,"src":"https://substackcdn.com/image/fetch/$s_!HhhA!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbfc815f3-6389-4c94-b4fb-c1b523e677b1_2224x1468.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/bfc815f3-6389-4c94-b4fb-c1b523e677b1_2224x1468.heic","width":1456}]},{"id":221715687,"pub":"paulomacro","pub_name":"PauloMacro’s Substack","author":"PauloMacro","rank":23,"avatar":"/newsletter-radar/avatars/paulomacro.jpg","title":"Violent Rotation or Risk Off?","subtitle":"The Era of Rolling Blowouts Continues","url":"https://paulomacro.substack.com/p/violent-rotation-or-risk-off","date":"2026-10-23","published_at":"2026-10-23T15:18:20.452Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1777,"captured_words":181,"reactions":35,"comments":2,"summary":"Argues that 2026 resembles 2018, with unrelated fractures in cross-asset risk rolling from one market to another, and links the pattern to quant losses. The author says markets have made little progress since June and investors must judge between a violent rotation and a true risk-off.","topics":["macro","risk off","quant","rotation"],"tickers":[],"stance":"bearish","preview_note":"the evidence and the author's verdict are behind the paywall","figures":[]},{"id":221591053,"pub":"traderferg","pub_name":"Trader Ferg","author":"Ferg","rank":48,"avatar":"/newsletter-radar/avatars/traderferg.jpg","title":"Ferg’s Finds","subtitle":"This is a short weekly email that covers things I’ve found interesting during the week.","url":"https://traderferg.substack.com/p/fergs-finds-a18","date":"2026-10-23","published_at":"2026-10-23T14:31:51.290Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":1024,"captured_words":1028,"reactions":37,"comments":1,"summary":"A weekly link list organized around who funds the world's capital needs. It covers Larry Fink on U.S. capital demand, repatriation talk in Japan and South Korea, Dangote's refinery IPO, and an interview excerpt with Li Lu on Chinese AI.","topics":["capital flows","links","china","ai"],"tickers":[],"stance":"none","preview_note":null,"figures":[{"alt":null,"height":1097,"src":"https://substackcdn.com/image/fetch/$s_!ajwN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0d7cf9b2-2b12-4764-bbd4-997a75284a9f_1762x1328.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/0d7cf9b2-2b12-4764-bbd4-997a75284a9f_1762x1328.png","width":1456},{"alt":null,"height":512,"src":"https://substackcdn.com/image/fetch/$s_!hEbQ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3615a2fe-2fd7-495b-b025-9fe0ec104167_842x512.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/3615a2fe-2fd7-495b-b025-9fe0ec104167_842x512.png","width":842},{"alt":null,"height":706,"src":"https://substackcdn.com/image/fetch/$s_!r3gs!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb6469e01-1db2-41f3-aedb-d517827481ae_1076x706.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/b6469e01-1db2-41f3-aedb-d517827481ae_1076x706.png","width":1076},{"alt":null,"height":484,"src":"https://substackcdn.com/image/fetch/$s_!NzUc!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F278bdcb0-aacb-45a7-b0b7-689bf6121b51_712x484.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/278bdcb0-aacb-45a7-b0b7-689bf6121b51_712x484.png","width":712},{"alt":null,"height":492,"src":"https://substackcdn.com/image/fetch/$s_!H-6x!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F747c4090-1fac-4733-ab27-b297170dde9c_706x492.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/747c4090-1fac-4733-ab27-b297170dde9c_706x492.png","width":706},{"alt":null,"height":1021,"src":"https://substackcdn.com/image/fetch/$s_!Ck8W!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffd72e9f0-2a91-46ee-a7eb-39029e442eb9_1908x1338.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/fd72e9f0-2a91-46ee-a7eb-39029e442eb9_1908x1338.png","width":1456},{"alt":null,"height":454,"src":"https://substackcdn.com/image/fetch/$s_!ANrm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F16f180aa-d720-43bd-a5e3-38ceb9c66b29_1202x454.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/16f180aa-d720-43bd-a5e3-38ceb9c66b29_1202x454.png","width":1202},{"alt":null,"height":864,"src":"https://substackcdn.com/image/fetch/$s_!EiTT!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F851dacda-74df-4d32-b4b3-45282a9bf285_1954x1160.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/851dacda-74df-4d32-b4b3-45282a9bf285_1954x1160.png","width":1456},{"alt":null,"height":1350,"src":"https://substackcdn.com/image/fetch/$s_!Z-jd!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F23eb334a-ad9a-4933-8fc4-622c4312e273_1268x1350.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/23eb334a-ad9a-4933-8fc4-622c4312e273_1268x1350.png","width":1268}]},{"id":221768984,"pub":"vblgoldfix","pub_name":"GoldFix","author":"VBL","rank":33,"avatar":"/newsletter-radar/avatars/vblgoldfix.jpg","title":"The $128 Trillion Global Economy: Every Country’s GDP Ranked","subtitle":"Visual Capitalist","url":"https://vblgoldfix.substack.com/p/the-128-trillion-global-economy-every","date":"2026-10-23","published_at":"2026-10-23T14:15:22.873Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":547,"captured_words":557,"reactions":6,"comments":0,"summary":"Republishes a Visual Capitalist piece using the IMF's October 2026 outlook, which projects a global economy above $128 trillion. It lists the U.S. at $32.64 trillion and China at $21.55 trillion, and says four countries make up about half of output.","topics":["macro","gdp","global"],"tickers":[],"stance":"none","preview_note":null,"figures":[{"alt":"Voronoi showing the entire global economy, divided into regions, based on 2026 nominal GDP.","height":1600,"src":"https://substackcdn.com/image/fetch/$s_!_MSY!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F49ccbdcc-3a1b-49cc-88c9-3f63b9db0aee_1200x1600.webp","url":"https://substack-post-media.s3.amazonaws.com/public/images/49ccbdcc-3a1b-49cc-88c9-3f63b9db0aee_1200x1600.webp","width":1200},{"alt":null,"height":25350,"src":"https://substackcdn.com/image/fetch/$s_!B8a4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff38f1775-3bbc-447c-ab9e-9c21b7e0bd15_2062x25350.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/f38f1775-3bbc-447c-ab9e-9c21b7e0bd15_2062x25350.png","width":2062}]},{"id":221784310,"pub":"fundaai","pub_name":"FUNDA","author":"FUNDA","rank":9,"avatar":"/newsletter-radar/avatars/fundaai.jpg","title":"Preview|MSFT FY1Q27: GPT-5.6 Improves Copilot User Experience, Deployment Is Much Faster Than for Competing Products, and More Customers Are Adding Seats at Scale; Azure Expected to Beat Guidance","subtitle":"Channel checks point to broader Copilot rollouts and improving usage, while Azure pricing and capacity support an above-guidance outlook.","url":"https://fundaai.substack.com/p/previewmsft-fy1q27-gpt-56-improves","date":"2026-10-23","published_at":"2026-10-23T14:13:53.697Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":11637,"captured_words":174,"reactions":10,"comments":0,"summary":"Previews Microsoft's fiscal first quarter, saying checks with ten experts show broader Copilot rollouts, with large companies buying tens of thousands of extra seats. The firm expects Azure to beat guidance on pricing and capacity, and lists the topics its expert interviews cover.","topics":["earnings","ai software","cloud"],"tickers":["MSFT"],"stance":"bullish","preview_note":"the detailed expert findings and estimates are behind the paywall","figures":[]},{"id":221777056,"pub":"bonnerprivateresearch","pub_name":"Bonner Private Research","author":"Bonner Private Research","rank":14,"avatar":"/newsletter-radar/avatars/bonnerprivateresearch.jpg","title":"Time to be someplace else","subtitle":"Debt can’t grow faster than GDP for very much longer. Either they let inflation run hot. Or they default by suddenly devaluing the dollar. Our guess is they’ll do both. It won’t be the first time.","url":"https://www.bonnerprivateresearch.com/p/time-to-be-someplace-else","date":"2026-10-23","published_at":"2026-10-23T13:36:56.520Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":1952,"captured_words":1942,"reactions":111,"comments":23,"summary":"The author argues that US debt cannot outgrow GDP for long, so authorities will let inflation run hot or devalue the dollar, possibly ending in hyperinflation. He says AI stocks look overpriced against earnings and favors buying the Dow only when it is cheap in gold terms.","topics":["inflation","gold","debt"],"tickers":[],"stance":"bearish","preview_note":null,"figures":[{"alt":null,"height":550,"src":"https://substackcdn.com/image/fetch/$s_!ANRc!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F89ddb826-5e61-4052-ba6a-07a8500ee6ae_649x550.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/89ddb826-5e61-4052-ba6a-07a8500ee6ae_649x550.png","width":649},{"alt":null,"height":450,"src":"https://substackcdn.com/image/fetch/$s_!P6xr!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb138e376-bacf-450a-9bce-db94cbd3ade0_1140x450.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/b138e376-bacf-450a-9bce-db94cbd3ade0_1140x450.png","width":1140},{"alt":null,"height":460,"src":"https://substackcdn.com/image/fetch/$s_!NrvH!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F21a1fe47-a603-4069-9985-f139e03e2813_623x460.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/21a1fe47-a603-4069-9985-f139e03e2813_623x460.png","width":623}]},{"id":221768360,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB Morning Wrap","subtitle":null,"url":"https://www.tmtbreakout.com/p/tmtb-morning-wrap-484","date":"2026-10-23","published_at":"2026-10-23T12:45:11.837Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":6181,"captured_words":2307,"reactions":26,"comments":0,"summary":"A morning wrap noting Nasdaq futures down 15 basis points after a broad selloff in which GS said fundamental long/short, multi-strategy and systematic funds all fell over 1% on one day. It then covers earnings from Western Digital, Bloom Energy, Verisign and RingCentral.","topics":["earnings","hedge funds","tech"],"tickers":["WDC","BE","RNG","INFY"],"stance":"mixed","preview_note":"the remaining earnings coverage and market sections are behind the paywall","figures":[{"alt":null,"height":542,"src":"https://substackcdn.com/image/fetch/$s_!DVo_!,w_2400,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F533e4272-eb78-49cf-aab4-47d0f0aee533_1097x542.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/533e4272-eb78-49cf-aab4-47d0f0aee533_1097x542.png","width":1097},{"alt":null,"height":318,"src":"https://substackcdn.com/image/fetch/$s_!zU62!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0a0dd759-60e9-471e-9191-2e4677954b2c_984x318.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/0a0dd759-60e9-471e-9191-2e4677954b2c_984x318.png","width":984},{"alt":null,"height":637,"src":"https://substackcdn.com/image/fetch/$s_!JSBf!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6beba356-5e13-4fbf-bb89-6f75fd3df354_982x637.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/6beba356-5e13-4fbf-bb89-6f75fd3df354_982x637.png","width":982}]},{"id":221776728,"pub":"farmcpareport","pub_name":"Farm CPA Report","author":"Farm CPA Report","rank":22,"avatar":"/newsletter-radar/avatars/farmcpareport.jpg","title":"Section 1062: Why Your Banker May Not Like That Farmland Covenant","subtitle":"We had a reader provide color on pushback from a bank","url":"https://www.farmcpareport.com/p/section-1062-why-your-banker-may","date":"2026-10-23","published_at":"2026-10-23T12:42:40.800Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":588,"captured_words":144,"reactions":39,"comments":1,"summary":"Reports a reader's claim that some lenders resist financing farmland carrying the new Section 1062 covenant, with some bankers calling it a lien. Explains the election lets a farmland seller pay tax over four installments if the land stays in farming for 10 years, and says the covenant is not a lien.","topics":["tax","farmland","banking"],"tickers":[],"stance":"neutral","preview_note":"the rest of the explanation is behind the paywall","figures":[]},{"id":221770784,"pub":"georgenoble","pub_name":"The Noble Update","author":"George Noble","rank":34,"avatar":"/newsletter-radar/avatars/georgenoble.jpg","title":"The Most Hated Sector Is Where the Value Is","subtitle":"Peter Boockvar","url":"https://georgenoble.substack.com/p/the-most-hated-sector-is-where-the","date":"2026-10-23","published_at":"2026-10-23T12:20:59.786Z","paid":false,"preview":false,"podcast":true,"type":"podcast","wordcount":137,"captured_words":136,"reactions":46,"comments":6,"summary":"Podcast-style interview with Peter Boockvar, and the written note only lists the topics. The host says AI picks-and-shovels stocks can fall if order growth slows from 30% to 15%, and the conversation covers warning signs in AI, memory chips, credit pricing and a sector Boockvar likes.","topics":["ai capex","semiconductors","credit"],"tickers":[],"stance":"none","preview_note":null,"figures":[]},{"id":221771257,"pub":"quoththeraven","pub_name":"QTR’s Fringe Finance","author":"Quoth the Raven","rank":25,"avatar":"/newsletter-radar/avatars/quoththeraven.jpg","title":"Gold Could Crash...Before It Doubles","subtitle":"Gold miners are getting hammered alongside the broader market. For anyone who has followed my thesis over the years, this should come as absolutely no surprise.","url":"https://quoththeraven.substack.com/p/gold-could-crashbefore-it-doubles","date":"2026-10-23","published_at":"2026-10-23T12:18:54.166Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1986,"captured_words":58,"reactions":96,"comments":26,"summary":"Argues gold miners are being sold alongside the broader market, which the author says fits their long-held thesis. The headline says gold could crash before it doubles, and the visible text notes miners still beat the Nasdaq by about 6% over three months.","topics":["gold miners","gold","macro"],"tickers":[],"stance":"mixed","preview_note":"the full thesis and the reasoning for a crash before a doubling are behind the paywall","figures":[]},{"id":221768743,"pub":"whatarewedoingonthedesk","pub_name":"WHAT ARE WE DOING?  “Contrarians At The Gate”","author":"Danny, Vinnie and Porter","rank":29,"avatar":"/newsletter-radar/avatars/whatarewedoingonthedesk.jpg","title":"Our Views on CoreWeave","subtitle":"Hey, We’ve Seen This Model Before","url":"https://whatarewedoingonthedesk.substack.com/p/our-views-on-coreweave","date":"2026-10-23","published_at":"2026-10-23T11:43:04.957Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1082,"captured_words":83,"reactions":23,"comments":3,"summary":"The authors say a post on X mocking CoreWeave shorts pushed them to read its financials. They argue its business model looks familiar from earlier episodes.","topics":["ai capex","short idea","credit"],"tickers":["CRWV"],"stance":"bearish","preview_note":"the comparison and the financial analysis are behind the paywall","figures":[{"alt":"Rick Dalton Pointing Meme","height":406,"src":"https://substackcdn.com/image/fetch/$s_!BdR6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa16f34fa-49df-4d46-b073-e6648424250b_624x406.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/a16f34fa-49df-4d46-b073-e6648424250b_624x406.jpeg","width":624}]},{"id":221712872,"pub":"charliepgarcia","pub_name":"Capital Mischief","author":"Charlie Garcia","rank":12,"avatar":"/newsletter-radar/avatars/charliepgarcia.jpg","title":"Britnie Faith Turner: How a Missionary With $18 in the Bank Got Rich on Purpose, Bought a Private Island and Rescued 9,000 Children","subtitle":"Lessons from a Cheesecake Factory waitress who lived in her car, bought the crime house first, and now sends Green Berets after traffickers.","url":"https://charliepgarcia.substack.com/p/britnie-turner-missionary-rich-on-purpose","date":"2026-10-23","published_at":"2026-10-23T11:31:31.591Z","paid":false,"preview":false,"podcast":true,"type":"podcast","wordcount":6040,"captured_words":6753,"reactions":116,"comments":46,"summary":"The author interviews Britnie Turner, who went from $18 in the bank to real estate developer, island owner and founder of a veteran program. He lists 14 lessons, among them that money is a tool, that serving mentors pays, and that writing a eulogy clarifies priorities.","topics":["interview","real estate","philanthropy"],"tickers":[],"stance":"none","preview_note":null,"figures":[{"alt":"Britnie Turner standing in a field surrounded by dozens of smiling children in Africa.","height":1065,"src":"https://substackcdn.com/image/fetch/$s_!mr1U!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5164f4d8-efaf-4b76-a4d1-4cbe837a053a_2000x1065","url":"https://substack-post-media.s3.amazonaws.com/public/images/5164f4d8-efaf-4b76-a4d1-4cbe837a053a_2000x1065","width":2000},{"alt":"Aerial view of Buck Island in the British Virgin Islands, a small green island ringed by turquoise 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windows.","height":1649,"src":"https://substackcdn.com/image/fetch/$s_!sEvg!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe207c142-61f2-46f2-b531-c7ab0a03c9f7_1800x1649.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/e207c142-61f2-46f2-b531-c7ab0a03c9f7_1800x1649.jpeg","width":1800},{"alt":null,"height":1524,"src":"https://substackcdn.com/image/fetch/$s_!lAPx!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc5a8ebe9-6f56-45c6-86df-ba43690b864c_1232x1524.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/c5a8ebe9-6f56-45c6-86df-ba43690b864c_1232x1524.png","width":1232},{"alt":"Portrait of Britnie Turner in a black Aerial cap and tank top against a black background.","height":2048,"src":"https://substackcdn.com/image/fetch/$s_!IBOS!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7e6fef82-c82b-43ea-b24a-bf01bf6e8bdf_1365x2048","url":"https://substack-post-media.s3.amazonaws.com/public/images/7e6fef82-c82b-43ea-b24a-bf01bf6e8bdf_1365x2048","width":1365},{"alt":null,"height":971,"src":"https://substackcdn.com/image/fetch/$s_!Y9aD!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8fd13bfa-d638-4614-a78b-5a37b47bc0ec_1536x1024.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/8fd13bfa-d638-4614-a78b-5a37b47bc0ec_1536x1024.png","width":1456}]},{"id":221746113,"pub":"macrocharts","pub_name":"Macro Charts","author":"Macro Charts","rank":26,"avatar":"/newsletter-radar/avatars/macrocharts.jpg","title":"Market Update & Signals 10/23/26","subtitle":"Seismic shocks. Correlations and portfolio survival. Notes on volatility, sentiment, positioning, and the setup for year-end. Stay on target.","url":"https://www.macrocharts.com/p/market-update-and-signals-102326","date":"2026-10-23","published_at":"2026-10-23T10:17:41.070Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1775,"captured_words":100,"reactions":37,"comments":0,"summary":"Describes an October 23 session in which the market fell 1.2% while two-thirds of stocks rose, with 289 S&P stocks up more than 1%. The author lists signals on sentiment, positioning, volatility and correlations and says shocks are being activated.","topics":["breadth","volatility","correlation","year-end"],"tickers":["SPY"],"stance":"mixed","preview_note":"most of the signal notes and the year-end setup are behind the paywall","figures":[{"alt":null,"height":741,"src":"https://substackcdn.com/image/fetch/$s_!Ap4_!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff2e076d2-23df-4e71-8eba-1ddc69ac49f4_339x741.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/f2e076d2-23df-4e71-8eba-1ddc69ac49f4_339x741.png","width":339}]},{"id":221740496,"pub":"dickcapital","pub_name":"Dick Capital","author":"Dick Capital","rank":30,"avatar":"/newsletter-radar/avatars/dickcapital.jpg","title":"A Macro Note","subtitle":"Growing Into Higher Rates","url":"https://dickcapital.substack.com/p/a-macro-note","date":"2026-10-23","published_at":"2026-10-23T06:18:43.398Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":2842,"captured_words":95,"reactions":24,"comments":0,"summary":"Argues that the US economy is not breaking but is being asked to grow under conditions that usually end expansions. Cites 2.2% spring growth, stronger tracking for summer, jobless claims under 200,000 and long rates above short rates as signs against recession.","topics":["macro","rates","growth"],"tickers":[],"stance":"neutral","preview_note":"the remainder of the macro note is behind the paywall","figures":[]},{"id":221735681,"pub":"tavicosta","pub_name":"Tavi Costa","author":"Tavi Costa","rank":36,"avatar":"/newsletter-radar/avatars/tavicosta.jpg","title":"Macro Observation","subtitle":null,"url":"https://tavicosta.substack.com/p/macro-observation","date":"2026-10-23","published_at":"2026-10-23T04:46:19.121Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1881,"captured_words":121,"reactions":25,"comments":3,"summary":"Argues that the dollar's muted response to a selloff was the day's most important development, since it would normally rally on liquidity demand. The author adds that it is a single day and says changes to Brazil exposure are coming.","topics":["dollar","macro","brazil"],"tickers":["DXY"],"stance":"neutral","preview_note":"the discussion of the Brazil changes and other market thoughts is behind the paywall","figures":[{"alt":"The image displays a U.S. Dollar (DXY) monthly candlestick chart with the current value at 101.659, showing a downward trend. AI-generated content may be incorrect.","height":711,"src":"https://substackcdn.com/image/fetch/$s_!T_Og!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fefa2654d-3d6c-4a60-b8de-edf86acd66dd_1024x711.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/efa2654d-3d6c-4a60-b8de-edf86acd66dd_1024x711.png","width":1024}]},{"id":221706960,"pub":"capitalflows","pub_name":"Capital Flows","author":"Capital Flows","rank":16,"avatar":"/newsletter-radar/avatars/capitalflows.jpg","title":"Credit Cycle Intelligence","subtitle":"The flows of capital in the larger credit cycle cycle","url":"https://www.capitalflowsresearch.com/p/credit-cycle-intelligence","date":"2026-10-23","published_at":"2026-10-23T01:12:39.427Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1635,"captured_words":182,"reactions":38,"comments":0,"summary":"Argues that macro liquidity and credit issuance over three years pushed nominal GDP above trend and left equity valuations elevated for the S&P 500 and Nasdaq. Says the market is priced for perfection, so judging how sustainable the liquidity environment is should set how aggressive to be.","topics":["credit","liquidity","valuation"],"tickers":["SPX","QQQ"],"stance":"bearish","preview_note":"the detailed regime models and conclusions are behind the paywall","figures":[{"alt":null,"height":516,"src":"https://substackcdn.com/image/fetch/$s_!DkIR!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F78230cc3-6a10-4c11-ac6a-9a0fe7c9905e_1141x516.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/78230cc3-6a10-4c11-ac6a-9a0fe7c9905e_1141x516.png","width":1141},{"alt":null,"height":516,"src":"https://substackcdn.com/image/fetch/$s_!7U_A!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F98ccc498-d0a1-4e6a-b379-17af06ac42e7_1141x516.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/98ccc498-d0a1-4e6a-b379-17af06ac42e7_1141x516.png","width":1141}]}]},{"date":"2026-10-22","posts":[{"id":221708052,"pub":"capitolaccount","pub_name":"Capitol Account","author":"Robert Schmidt","rank":42,"avatar":"/newsletter-radar/avatars/capitolaccount.jpg","title":"SEC Crypto Plan Draws Wide Backlash Over Investor Protections","subtitle":"Also, White House issues EO aimed at housing costs; Treasury proposes rule on home purchases by large investors","url":"https://www.capitolaccountdc.com/p/sec-crypto-plan-draws-wide-backlash","date":"2026-10-22","published_at":"2026-10-22T23:54:48.241Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1899,"captured_words":60,"reactions":3,"comments":0,"summary":"A regulatory news roundup says an unusual mix of critics, from state regulators to consumer advocates and Wall Street firms, warns the SEC that its proposed Regulation Crypto Assets lacks investor protections, while the crypto industry wants more relief. It also mentions a housing cost executive order and a Treasury rule proposal on large-investor home purchases.","topics":["crypto","regulation","housing"],"tickers":[],"stance":"none","preview_note":"the rest of the roundup is behind the paywall","figures":[]},{"id":221696216,"pub":"georgenoble","pub_name":"The Noble Update","author":"George Noble","rank":34,"avatar":"/newsletter-radar/avatars/georgenoble.jpg","title":"The bond market just started calling the AI trade's bluff","subtitle":"I joined Tom Keene and Paul Sweeney on Bloomberg this morning to explain why","url":"https://georgenoble.substack.com/p/the-bond-market-just-started-calling","date":"2026-10-22","published_at":"2026-10-22T23:05:21.254Z","paid":false,"preview":false,"podcast":true,"type":"podcast","wordcount":162,"captured_words":161,"reactions":69,"comments":5,"summary":"The author says CoreWeave bonds yielded about 15% last week and its credit default swaps implied roughly a 60% chance of default within five years. He argues the most indebted, weakest-cash-flow AI names get hit first, calls CoreWeave his firm's biggest short, and says it is a better short near $60 than at $107.","topics":["ai capex","credit","short idea"],"tickers":["CRWV","ORCL"],"stance":"bearish","preview_note":null,"figures":[]},{"id":221704384,"pub":"tictoctrading","pub_name":"Tic Toc's OrderFlow Newsletter","author":"Tic Toc Trading","rank":11,"avatar":"/newsletter-radar/avatars/tictoctrading.jpg","title":"Lows Hold.","subtitle":"Daily Plan 10.23.26","url":"https://tictoctrading.substack.com/p/lows-hold","date":"2026-10-22","published_at":"2026-10-22T22:23:59.400Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":368,"captured_words":363,"reactions":92,"comments":0,"summary":"A daily plan for October 23 saying the lows are holding, a few points above weekly support. The author will not turn bearish unless 7677 breaks, looks for a retrace to 7772, and expects the next larger move on a break above 7772 or below 7677.","topics":["trade setup","futures","technicals"],"tickers":["ES"],"stance":"neutral","preview_note":null,"figures":[]},{"id":221629203,"pub":"quoththeraven","pub_name":"QTR’s Fringe Finance","author":"Quoth the Raven","rank":25,"avatar":"/newsletter-radar/avatars/quoththeraven.jpg","title":"Credit Where It’s Due","subtitle":"While Wall Street was pounding the table on CoreWeave, a handful of analysts were warning about the company’s economics long before its latest collapse...","url":"https://quoththeraven.substack.com/p/credit-where-its-due","date":"2026-10-22","published_at":"2026-10-22T22:17:04.372Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1670,"captured_words":59,"reactions":64,"comments":11,"summary":"Praises a few sell-side analysts who warned about CoreWeave's economics before its latest collapse, while saying the author is generally harsh on analysts. The visible text is only the opening of the piece.","topics":["ai capex","analysts","short idea"],"tickers":["CRWV"],"stance":"bearish","preview_note":"the rest of the post, including the analysts named, is behind the paywall","figures":[]},{"id":221658575,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB EOD Wrap; Anthropic ARR feedback","subtitle":null,"url":"https://www.tmtbreakout.com/p/tmtb-eod-wrap-anthropic-arr-feedback","date":"2026-10-22","published_at":"2026-10-22T21:37:55.513Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1824,"captured_words":47,"reactions":32,"comments":0,"summary":"A brief end-of-day wrap saying the QQQ fell 2.9% as the AI infrastructure group was sold across the board for another session. It poses the question of what caused the selloff and promises an answer. A heading also mentions feedback on Anthropic revenue.","topics":["ai capex","market wrap","tech"],"tickers":["QQQ"],"stance":"bearish","preview_note":"the explanation of the selloff and the Anthropic feedback are behind the paywall","figures":[]},{"id":221690130,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB Western Digital (WDC) +2% First Take","subtitle":null,"url":"https://www.tmtbreakout.com/p/tmtb-western-digital-wdc-2-first","date":"2026-10-22","published_at":"2026-10-22T20:29:11.221Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":436,"captured_words":170,"reactions":27,"comments":0,"summary":"First take on Western Digital's results, saying the stock rose 2% on a beat and raise. Cites September-quarter revenue of $4.38B and a December revenue guide of $5.1B, about 12% above Street, and expects the stock's reaction the next day to be telling.","topics":["earnings","memory","semiconductors"],"tickers":["WDC"],"stance":"bullish","preview_note":"further detail on the quarter is behind the paywall","figures":[]},{"id":221658141,"pub":"mispricedassets","pub_name":"Mispriced Assets","author":"Nick Nemeth","rank":47,"avatar":"/newsletter-radar/avatars/mispricedassets.jpg","title":"Too Big to Bail: US Real Estate","subtitle":"US real estate is a $88 trillion asset class held up by extensions, rate caps and buydowns. Those buffers are expiring with the Fed hiking, and this time the rescue may cost more than it saves.","url":"https://mispricedassets.substack.com/p/too-big-to-bail-us-real-estate","date":"2026-10-22","published_at":"2026-10-22T20:18:09.481Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":10095,"captured_words":5540,"reactions":52,"comments":8,"summary":"The author argues that US real estate is exposed because extensions, rate caps and buydowns are expiring while the 10-year yield sits at 5.13%. He reports distress in commercial loans and apartments, and expects housing to follow. He says rescue by rate cuts is hard with inflation near 3%.","topics":["real estate","rates","credit"],"tickers":["ABR","RC"],"stance":"bearish","preview_note":"who holds the losses, single-family risk, catalysts and positioning","figures":[{"alt":"The thesis in five numbers","height":1265,"src":"https://substackcdn.com/image/fetch/$s_!cVFi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F56d73e13-eac8-4a4a-847e-9dda2241a3d1_1456x1265.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/56d73e13-eac8-4a4a-847e-9dda2241a3d1_1456x1265.png","width":1456},{"alt":"Where the debt sits: mortgages by holder, Q2 2026","height":742,"src":"https://substackcdn.com/image/fetch/$s_!Gt0e!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0bfdc399-80aa-4d2d-a254-a01f4a90f0dc_1456x742.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/0bfdc399-80aa-4d2d-a254-a01f4a90f0dc_1456x742.png","width":1456},{"alt":"Delinquency or distress rate by holder. Sources: CRED iQ, Trepp, Federal Reserve, Fannie Mae, ACLI.","height":1144,"src":"https://substackcdn.com/image/fetch/$s_!KCvy!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4fb5445a-8028-4394-a4e7-71b2d73dc576_1456x1144.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/4fb5445a-8028-4394-a4e7-71b2d73dc576_1456x1144.png","width":1456},{"alt":"10-year Treasury and 30-year mortgage rate, dated 2026 readings. Sources: U.S. Treasury; Freddie Mac PMMS.","height":919,"src":"https://substackcdn.com/image/fetch/$s_!UKjm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbba5b72f-c924-4e2d-96b6-1f49baaea381_1456x919.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/bba5b72f-c924-4e2d-96b6-1f49baaea381_1456x919.png","width":1456},{"alt":null,"height":2381,"src":"https://substackcdn.com/image/fetch/$s_!TC22!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc823a437-5fc7-4f16-958a-1a63b53d76c6_1456x2381.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/c823a437-5fc7-4f16-958a-1a63b53d76c6_1456x2381.png","width":1456},{"alt":null,"height":1637,"src":"https://substackcdn.com/image/fetch/$s_!J4Wm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F554c5cba-8f84-49a2-9e3b-9e4036a797f4_1456x1637.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/554c5cba-8f84-49a2-9e3b-9e4036a797f4_1456x1637.png","width":1456},{"alt":null,"height":1099,"src":"https://substackcdn.com/image/fetch/$s_!UYdg!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8e8eb02a-69fb-41cf-8ea2-677aa64c6204_1456x1099.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/8e8eb02a-69fb-41cf-8ea2-677aa64c6204_1456x1099.png","width":1456},{"alt":"Completions in buildings of five or more units. Source: Census Bureau via FRED.","height":1019,"src":"https://substackcdn.com/image/fetch/$s_!Al4H!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F31d6b85c-4e78-400e-84d6-8b6ca2e75d89_1456x1019.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/31d6b85c-4e78-400e-84d6-8b6ca2e75d89_1456x1019.png","width":1456},{"alt":null,"height":411,"src":"https://substackcdn.com/image/fetch/$s_!SJha!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc968de55-119f-4e81-a5c5-6b56d60f3100_1456x411.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/c968de55-119f-4e81-a5c5-6b56d60f3100_1456x411.png","width":1456}]},{"id":221683798,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB Podcast Intel: NVIDIA’s (NVDA) Jensen Huang, Inside Intel’s (INTC) Fabs With Dwarkesh, CrowdStrike’s (CRWD) Kurtz, IBM (IBM) and Palo Alto (PANW) CEOs on All-In, Arora on PHP2Shell, Bill Gates","subtitle":null,"url":"https://www.tmtbreakout.com/p/tmtb-podcast-intel-nvidias-nvda-jensen-469","date":"2026-10-22","published_at":"2026-10-22T20:03:32.601Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":6278,"captured_words":1712,"reactions":25,"comments":0,"summary":"This podcast digest covers six episodes. Huang says neocloud stress is a capital shortage and dismisses worries about Anthropic's slowdown, and also says substrates are NVIDIA's toughest constraint. An Intel panel says tool supply caps leading-edge growth. The visible part ends in the Intel episode.","topics":["ai","podcasts","semis"],"tickers":["NVDA","INTC","CRWD","PANW","IBM"],"stance":"none","preview_note":"the end of the Intel episode and the security and Gates briefs","figures":[{"alt":"TMTB Podcast Intel — Powered by Ethmos","height":234,"src":"https://substackcdn.com/image/fetch/$s_!3UdQ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F32fdc2dd-4b18-485b-94e9-383c6895c627_1100x234.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/32fdc2dd-4b18-485b-94e9-383c6895c627_1100x234.jpeg","width":1100},{"alt":"NVIDIA CEO Jensen Huang on Neocloud Financing, Why He Waves Off Anthropic Slowdown Fears, China and the Substrate Bottleneck, on CNBC","height":793,"src":"https://substackcdn.com/image/fetch/$s_!OvKT!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fab075992-89cc-4bff-acc1-8ea2e2aec0c1_1520x828.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/ab075992-89cc-4bff-acc1-8ea2e2aec0c1_1520x828.png","width":1456},{"alt":"Inside Intel’s Fabs: CTO Pushkar Ranade on Why Tool Supply Caps Leading-Edge Growth, Plus High-NA EUV, 14A and Chips in 2045, on the Dwarkesh Podcast","height":793,"src":"https://substackcdn.com/image/fetch/$s_!_9CG!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6740ab40-8d7b-4e99-a81c-9d3a7b18f3cd_1520x828.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/6740ab40-8d7b-4e99-a81c-9d3a7b18f3cd_1520x828.png","width":1456}]},{"id":221683497,"pub":"hfir","pub_name":"HFI Research","author":"HFI Research","rank":17,"avatar":"/newsletter-radar/avatars/hfir.jpg","title":"Memo - Let The Bloodbath Begin","subtitle":"Free subscribers can use the 1-time unlock feature to read it.","url":"https://www.hfir.com/p/memo-let-the-bloodbath-begin","date":"2026-10-22","published_at":"2026-10-22T19:17:22.773Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1041,"captured_words":444,"reactions":61,"comments":3,"summary":"The author argues that global oil buffers outside China are near operating minimums while stocks sit close to record highs. He says reported demand destruction in China was bad data, calls the supply outage the largest ever, and compares month eight to the 1973-74 embargo, after which the S&P 500 fell.","topics":["oil","energy","macro"],"tickers":[],"stance":"bearish","preview_note":"the rest of the memo","figures":[{"alt":"Stock market crash","height":420,"src":"https://substackcdn.com/image/fetch/$s_!MBFw!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a1eb222-e1e4-40b3-85b2-eb0aa879d66b_630x420.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/2a1eb222-e1e4-40b3-85b2-eb0aa879d66b_630x420.jpeg","width":630},{"alt":null,"height":656,"src":"https://substackcdn.com/image/fetch/$s_!xwp7!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc37871df-9377-4209-8c84-b0008952d606_1820x820.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/c37871df-9377-4209-8c84-b0008952d606_1820x820.png","width":1456}]},{"id":221529469,"pub":"tradecompanion","pub_name":"Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion","author":"Adam Mancini","rank":10,"avatar":"/newsletter-radar/avatars/tradecompanion.jpg","title":"SPX Is Coiled Again. Move Incoming. What Way? Oct 23rd Plan","subtitle":null,"url":"https://tradecompanion.substack.com/p/spx-is-coiled-again-move-incoming","date":"2026-10-22","published_at":"2026-10-22T19:01:01.312Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":6048,"captured_words":347,"reactions":45,"comments":0,"summary":"Describes the S&P futures as coiled in a range between about 7707 and 7803 after a 135-point flush to 7676. Argues that failed breakdowns are how institutions accumulate and that dips have kept getting bought, then promises a plan for October 23.","topics":["trade setup","futures","technicals"],"tickers":["ES"],"stance":"mixed","preview_note":"the actionable plan and levels for the next session are behind the paywall","figures":[]},{"id":221659891,"pub":"quoththeraven","pub_name":"QTR’s Fringe Finance","author":"Quoth the Raven","rank":25,"avatar":"/newsletter-radar/avatars/quoththeraven.jpg","title":"Green Shoots On A Red Market Day","subtitle":"Revisiting what is increasingly coming into focus as my potential strategy heading into next year.","url":"https://quoththeraven.substack.com/p/green-shoots-on-a-red-market-day","date":"2026-10-22","published_at":"2026-10-22T17:15:15.727Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1806,"captured_words":383,"reactions":47,"comments":14,"summary":"Says the market's weakness supports the author's earlier call that the AI bubble could unravel within six to ten months. Expects a rotation from speculative growth into defensive, dividend-paying blue chips next year and says several names already beat the market during the selloff.","topics":["ai bubble","rotation","defensive stocks"],"tickers":[],"stance":"bearish","preview_note":"the specific stocks and positioning plan are behind the paywall","figures":[{"alt":null,"height":643,"src":"https://substackcdn.com/image/fetch/$s_!9iBa!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F816a4c40-6c0d-4ed7-8f1e-647cd63ba9a0_2495x1102.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/816a4c40-6c0d-4ed7-8f1e-647cd63ba9a0_2495x1102.jpeg","width":1456}]},{"id":221648147,"pub":"michaeljburry","pub_name":"Cassandra Unchained","author":"Michael Burry","rank":2,"avatar":"/newsletter-radar/avatars/michaeljburry.jpg","title":"Compression, The End of Moats","subtitle":"Debut! A New Song Explains It All","url":"https://michaeljburry.substack.com/p/compression-the-end-of-moats","date":"2026-10-22","published_at":"2026-10-22T16:55:15.457Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":845,"captured_words":843,"reactions":294,"comments":78,"summary":"The author shares a song written by a friend that presents AI as a force compressing software, data centers and competitive moats into commodities. Its lyrics claim that defensibility disappears once models are good enough, and that record AI spending is building for a world that no longer exists.","topics":["ai","software","ai capex"],"tickers":[],"stance":"bearish","preview_note":null,"figures":[]},{"id":221648538,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB: Pre-S1 Anthropic Thoughts","subtitle":"6 Things modeling Anthropic made us ponder; model details, charts and more","url":"https://www.tmtbreakout.com/p/tmtb-pre-s1-anthropic-thoughts","date":"2026-10-22","published_at":"2026-10-22T16:10:45.934Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1918,"captured_words":1136,"reactions":38,"comments":0,"summary":"Models Anthropic from leaked draft S-1 reports ahead of the filing, noting September ARR near $70B against expectations of $78B to $80B. Argues that price cuts and added subscriber usage cast doubt on claims of unlimited demand, and lists six questions the modeling raised.","topics":["ai capex","anthropic","revenue"],"tickers":[],"stance":"bearish","preview_note":"the remaining questions, model details and charts are behind the paywall","figures":[{"alt":null,"height":203,"src":"https://substackcdn.com/image/fetch/$s_!9WO0!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbe534c94-7323-44d2-932c-6b5bdf480198_878x203.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/be534c94-7323-44d2-932c-6b5bdf480198_878x203.png","width":878}]},{"id":221646000,"pub":"mvcinvesting","pub_name":"M. V. Cunha's Substack","author":"M. V. Cunha","rank":39,"avatar":"/newsletter-radar/avatars/mvcinvesting.jpg","title":"Portfolio Update – 10/21/2026: Market Environment & Current Plans","subtitle":null,"url":"https://mvcinvesting.substack.com/p/portfolio-update-10212026-market","date":"2026-10-22","published_at":"2026-10-22T15:08:57.594Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":3890,"captured_words":199,"reactions":35,"comments":2,"summary":"Portfolio update dated October 21 that cites the author's returns, +25.1% for 2026 against SPY at +14.3%, and +576.6% since 2024. Says high-beta AI stocks have had a rough few weeks and the author added to a holding, with the details reserved for paid members.","topics":["portfolio","ai","performance"],"tickers":[],"stance":"neutral","preview_note":"the transactions, holdings and market commentary are behind the paywall","figures":[]},{"id":221639314,"pub":"dougcasey","pub_name":"Doug Casey's Crisis Investing","author":"Matt Smith @ Crisis Investing","rank":20,"avatar":"/newsletter-radar/avatars/dougcasey.jpg","title":"Smoking a PIPE: Private Investments in Public Equity","subtitle":"A nice win for our paid subscribers","url":"https://www.crisisinvesting.com/p/smoking-a-pipe-private-investments","date":"2026-10-22","published_at":"2026-10-22T15:07:33.177Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":770,"captured_words":741,"reactions":27,"comments":3,"summary":"The editor reports that a 2024 private placement in Axcap, since renamed Roxmore, would return roughly 5.75 times for VIP members if SSR Mining's proposed C$655 million purchase closes. He says open-market buyers did less well, and cautions that junior resource speculation often fails.","topics":["gold","junior miners","pipe"],"tickers":["SSR"],"stance":"bullish","preview_note":null,"figures":[{"alt":null,"height":971,"src":"https://substackcdn.com/image/fetch/$s_!B0wD!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F512914d7-5294-42fa-ad71-151eb95dcc29_1536x1024.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/512914d7-5294-42fa-ad71-151eb95dcc29_1536x1024.jpeg","width":1456}]},{"id":221627429,"pub":"jamesbulltard","pub_name":"The Running Of The Bulltards","author":"James Bulltard","rank":4,"avatar":"/newsletter-radar/avatars/jamesbulltard.jpg","title":"10/22/26 Recap","subtitle":null,"url":"https://www.jamesbulltard.com/p/102226-recap","date":"2026-10-22","published_at":"2026-10-22T15:03:00.008Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1316,"captured_words":312,"reactions":27,"comments":1,"summary":"Recap of October 22 saying the SPY gapped under its 50-day after Meta's comments on its cash needs. Argues that losing the Nasdaq's six-month uptrend means weakness persists, and says a move to the 200-day would not surprise.","topics":["market recap","technicals","ai"],"tickers":["SPY","QQQ","META"],"stance":"bearish","preview_note":"the scanner results and the author's trades are behind the paywall","figures":[{"alt":null,"height":1817,"src":"https://substackcdn.com/image/fetch/$s_!Q9vJ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Feb112e9e-5cfc-4fee-8aff-1df71ff22600_1320x1817.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/eb112e9e-5cfc-4fee-8aff-1df71ff22600_1320x1817.heic","width":1320},{"alt":null,"height":1271,"src":"https://substackcdn.com/image/fetch/$s_!c-1v!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F09da6a65-f8bb-4409-bf2f-a6eb1d1bd3c1_1320x1271.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/09da6a65-f8bb-4409-bf2f-a6eb1d1bd3c1_1320x1271.heic","width":1320},{"alt":null,"height":1801,"src":"https://substackcdn.com/image/fetch/$s_!yN4B!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a1ba1ea-b664-4cc6-a1c3-e2177afe22dd_1320x1801.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/2a1ba1ea-b664-4cc6-a1c3-e2177afe22dd_1320x1801.heic","width":1320},{"alt":null,"height":1004,"src":"https://substackcdn.com/image/fetch/$s_!0Ekp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe211bc6b-98b5-486a-8f98-2b4427e25f63_2146x1480.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/e211bc6b-98b5-486a-8f98-2b4427e25f63_2146x1480.heic","width":1456},{"alt":null,"height":957,"src":"https://substackcdn.com/image/fetch/$s_!4I9I!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa2d64ca4-80d0-4e79-8228-eb02694848ae_2154x1416.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/a2d64ca4-80d0-4e79-8228-eb02694848ae_2154x1416.heic","width":1456}]},{"id":221627533,"pub":"bonnerprivateresearch","pub_name":"Bonner Private Research","author":"Bonner Private Research","rank":14,"avatar":"/newsletter-radar/avatars/bonnerprivateresearch.jpg","title":"Another Brick in the Wall","subtitle":"The ‘liberal’ agenda — the operating model for the welfare state, spending more money, with more rules, and more elite do-gooders living at public expense — seems to have reached its brick wall.","url":"https://www.bonnerprivateresearch.com/p/another-brick-in-the-wall-de9","date":"2026-10-22","published_at":"2026-10-22T14:21:34.531Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":946,"captured_words":947,"reactions":83,"comments":29,"summary":"The author argues that Europe's riots reflect the collapse of the post-war welfare state, which debt, regulation and slow growth have left unable to keep its promises. He cites French inflation of 3.4% and a 10-year yield above 5%, and calls the model a Ponzi-style scheme that has hit a wall.","topics":["europe","debt","macro"],"tickers":[],"stance":"bearish","preview_note":null,"figures":[{"alt":null,"height":971,"src":"https://substackcdn.com/image/fetch/$s_!LgIi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F416fd017-c7e8-4edc-8864-fa393e2aa2fd_2121x1414.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/416fd017-c7e8-4edc-8864-fa393e2aa2fd_2121x1414.jpeg","width":1456}]},{"id":221588130,"pub":"bisoninvest","pub_name":"Bison Insights","author":"Josh Young","rank":24,"avatar":"/newsletter-radar/avatars/bisoninvest.jpg","title":"Highly Accretive Acquisition Indicates More Upside Ahead for This Top Idea","subtitle":"Acquisition adds cash flow and scale, with two catalysts ahead","url":"https://www.bisoninsights.info/p/highly-accretive-acquisition-indicates","date":"2026-10-22","published_at":"2026-10-22T13:38:52.205Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1067,"captured_words":215,"reactions":37,"comments":5,"summary":"The author says his largest holding, an oil and gas producer, announced a highly accretive acquisition and rose more than 15%. He argues the deal raised pro forma free cash flow yield, compares it favorably with Cenovus buying Athabasca Oil, and says two more catalysts could close its valuation gap to peers.","topics":["energy","oil","acquisition"],"tickers":[],"stance":"bullish","preview_note":"the company name, deal details and the two catalysts are behind the paywall","figures":[{"alt":null,"height":931,"src":"https://substackcdn.com/image/fetch/$s_!Nx4r!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F90903145-aa2d-4ce8-967a-7cd80e85e87c_3311x2116.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/90903145-aa2d-4ce8-967a-7cd80e85e87c_3311x2116.png","width":1456},{"alt":null,"height":828,"src":"https://substackcdn.com/image/fetch/$s_!lW22!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9c6036bb-5afc-43fb-bbc2-17e24cf57722_3698x2103.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/9c6036bb-5afc-43fb-bbc2-17e24cf57722_3698x2103.png","width":1456},{"alt":null,"height":834,"src":"https://substackcdn.com/image/fetch/$s_!U6hv!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Feac9efcf-da71-4d9d-8ba7-eaa94a8e0baa_3670x2103.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/eac9efcf-da71-4d9d-8ba7-eaa94a8e0baa_3670x2103.png","width":1456},{"alt":null,"height":506,"src":"https://substackcdn.com/image/fetch/$s_!7JGM!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76c57ed3-cce2-426a-b9e5-0d9b7c8a37d2_3717x1292.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/76c57ed3-cce2-426a-b9e5-0d9b7c8a37d2_3717x1292.png","width":1456},{"alt":null,"height":728,"src":"https://substackcdn.com/image/fetch/$s_!epGJ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8fdf96f5-88d8-4b1f-ba06-356183a136a1_3760x1879.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/8fdf96f5-88d8-4b1f-ba06-356183a136a1_3760x1879.png","width":1456}]},{"id":221629249,"pub":"traderferg","pub_name":"Trader Ferg","author":"Ferg","rank":48,"avatar":"/newsletter-radar/avatars/traderferg.jpg","title":"Tim Staermose on Sub-Saharan African Opportunities","subtitle":"Discussing which countries and sectors have Tim's attention, along with potential vulnerabilities in energy, food, and fertiliser.","url":"https://traderferg.substack.com/p/tim-staermose-on-sub-saharan-african","date":"2026-10-22","published_at":"2026-10-22T13:32:18.065Z","paid":true,"preview":true,"podcast":true,"type":"podcast","wordcount":101,"captured_words":50,"reactions":11,"comments":1,"summary":"An interview with fund manager Tim Staermose on Sub-Saharan African investing. The author says he discusses which countries and sectors interest him and possible vulnerabilities in energy, food and fertiliser, and cites 28.6% compound annual returns in dollars over six years.","topics":["africa","frontier markets","interview"],"tickers":[],"stance":"none","preview_note":"the full interview","figures":[]},{"id":221154925,"pub":"farmcpareport","pub_name":"Farm CPA Report","author":"Farm CPA Report","rank":22,"avatar":"/newsletter-radar/avatars/farmcpareport.jpg","title":"Your Balance Sheet Is Lying to You: Build a Deferred Tax Scorecard This Year","subtitle":"Your net worth is less than you think","url":"https://www.farmcpareport.com/p/your-balance-sheet-is-lying-to-you","date":"2026-10-22","published_at":"2026-10-22T13:21:33.365Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":748,"captured_words":175,"reactions":26,"comments":0,"summary":"The author, writing for farm clients, argues that year-end tax tools such as prepaying inputs and deferring sales push tax into the future and build a large hidden liability. He proposes a deferred tax scorecard, asking what tax would be owed if every asset except land and buildings were sold, and cites $1,254,000 on a typical $3 million balance sheet.","topics":["farm tax","tax planning"],"tickers":[],"stance":"none","preview_note":"the scorecard method and worked steps are behind the paywall","figures":[]},{"id":217975829,"pub":"qualitycompounding","pub_name":"Compounding Quality","author":"Compounding Quality","rank":7,"avatar":"/newsletter-radar/avatars/qualitycompounding.jpg","title":"Doubling down on this stock","subtitle":"Making a switch in Private Equity","url":"https://www.compoundingquality.net/p/doubling-down-on-this-stock","date":"2026-10-22","published_at":"2026-10-22T12:52:33.071Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1014,"captured_words":349,"reactions":15,"comments":0,"summary":"Describes a portfolio switch toward private equity firms, citing a 17.1% expected annual return and $50,000 of monthly additions. Argues that asset managers benefit from compounding fees and that firms with net inflows outperform private equity itself.","topics":["private equity","portfolio","dividends"],"tickers":[],"stance":"bullish","preview_note":"the two companies owned and the switch details are behind the paywall","figures":[{"alt":null,"height":742,"src":"https://substackcdn.com/image/fetch/$s_!pB6d!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa6f4593b-882b-4444-a590-0d8034e8a87c_1200x742.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/a6f4593b-882b-4444-a590-0d8034e8a87c_1200x742.png","width":1200},{"alt":null,"height":742,"src":"https://substackcdn.com/image/fetch/$s_!cQMp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6632da62-8a5b-4e48-872a-d89fbe0f8135_1200x742.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/6632da62-8a5b-4e48-872a-d89fbe0f8135_1200x742.png","width":1200},{"alt":"Warren Buffett quote: If you don't find a way to make money while...","height":640,"src":"https://substackcdn.com/image/fetch/$s_!945x!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F04b130be-1da8-47c3-bd92-d9da6c659bd4_1200x640.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/04b130be-1da8-47c3-bd92-d9da6c659bd4_1200x640.jpeg","width":1200},{"alt":null,"height":573,"src":"https://substackcdn.com/image/fetch/$s_!ls5x!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbd28a50b-d312-4d43-b1db-16a3dde275d2_1646x648.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/bd28a50b-d312-4d43-b1db-16a3dde275d2_1646x648.png","width":1456}]},{"id":221617131,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB Morning Wrap","subtitle":null,"url":"https://www.tmtbreakout.com/p/tmtb-morning-wrap-462","date":"2026-10-22","published_at":"2026-10-22T12:37:21.329Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":5109,"captured_words":257,"reactions":20,"comments":0,"summary":"Morning wrap saying QQQ fell 1.6% and SPX 90 basis points after weak Asia trading, with oil up 2% on Middle East tensions. Attributes weakness to mixed tech earnings, Meta's spending and funding worries, an IBM drop and rumors of weaker Anthropic ARR ahead of its S-1.","topics":["market wrap","earnings","ai capex"],"tickers":["META","IBM","QQQ"],"stance":"bearish","preview_note":"the rest of the company-by-company coverage is behind the paywall","figures":[{"alt":null,"height":535,"src":"https://substackcdn.com/image/fetch/$s_!6peU!,w_2400,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2b34bbd6-edab-4f1b-8b85-e6f4b05bdb18_1094x535.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/2b34bbd6-edab-4f1b-8b85-e6f4b05bdb18_1094x535.png","width":1094}]},{"id":221621745,"pub":"quoththeraven","pub_name":"QTR’s Fringe Finance","author":"Quoth the Raven","rank":25,"avatar":"/newsletter-radar/avatars/quoththeraven.jpg","title":"“The Economics Are Abysmal”: Harris Kupperman Warns The Crash Is Here","subtitle":"Harris Kupperman lays out why he believes the AI boom is approaching a reckoning, how a wave of bankruptcies could ripple through the broader economy, and where he’s positioning.","url":"https://quoththeraven.substack.com/p/the-economics-are-abysmal-harris","date":"2026-10-22","published_at":"2026-10-22T12:11:10.382Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":3284,"captured_words":1315,"reactions":89,"comments":20,"summary":"The host shares Harris Kupperman's Q3 letter, in which he argues that AI economics are abysmal and that funding is being cut off, with bankruptcies likely among neoclouds and then frontier labs. He says he has raised cash and bought government-bond exposure, and the letter's position review sits behind the paywall.","topics":["ai","macro","rates"],"tickers":[],"stance":"bearish","preview_note":"Kupperman's position review and remaining views","figures":[{"alt":"Meet The Investor Willing To Put His Money Into Ponzi Schemes. His Fund Is Up 593%","height":540,"src":"https://substackcdn.com/image/fetch/$s_!XMoP!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F68407c63-49d5-41fd-b9c7-c7d03678f141_960x540.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/68407c63-49d5-41fd-b9c7-c7d03678f141_960x540.jpeg","width":960},{"alt":"9 Prominent AI Use Cases in Manufacturing | Svitla Systems","height":819,"src":"https://substackcdn.com/image/fetch/$s_!6dro!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9d568865-f6fb-4637-af1e-ff2944911e03_2300x1294.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/9d568865-f6fb-4637-af1e-ff2944911e03_2300x1294.jpeg","width":1456},{"alt":"May be an image of text","height":749,"src":"https://substackcdn.com/image/fetch/$s_!8gCT!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbae21b50-3dde-4f00-af24-5dab1ebb34c5_1080x749.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/bae21b50-3dde-4f00-af24-5dab1ebb34c5_1080x749.jpeg","width":1080}]},{"id":221599249,"pub":"macrocharts","pub_name":"Macro Charts","author":"Macro Charts","rank":26,"avatar":"/newsletter-radar/avatars/macrocharts.jpg","title":"Market Update & Signals 10/22/26","subtitle":"Positioning getting extremely crowded. Watching Core Models, levels, and scenarios. Following my plan and looking to make further moves.","url":"https://www.macrocharts.com/p/market-update-and-signals-102226","date":"2026-10-22","published_at":"2026-10-22T10:19:26.879Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1195,"captured_words":74,"reactions":38,"comments":0,"summary":"Market update dated October 22 noting an overnight selloff after earnings, with Nasdaq futures down 1.8% and S&P futures down 1%. The author says positioning is getting extremely crowded and that they are watching models, levels and scenarios.","topics":["market update","positioning","earnings"],"tickers":[],"stance":"mixed","preview_note":"the signals, levels and the author's planned moves are behind the paywall","figures":[{"alt":null,"height":463,"src":"https://substackcdn.com/image/fetch/$s_!8ybq!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6706c769-0bdd-4a89-b2eb-66132d3e1c0a_370x463.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/6706c769-0bdd-4a89-b2eb-66132d3e1c0a_370x463.png","width":370}]},{"id":221580139,"pub":"hfir","pub_name":"HFI Research","author":"HFI Research","rank":17,"avatar":"/newsletter-radar/avatars/hfir.jpg","title":"The Oil Math Is Coming Home To Roost","subtitle":"Things are heating up.","url":"https://www.hfir.com/p/the-oil-math-is-coming-home-to-roost","date":"2026-10-22","published_at":"2026-10-22T03:23:42.101Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1632,"captured_words":103,"reactions":50,"comments":1,"summary":"The author says open-source intelligence accounts tracking tankers, flights and military movements make the Iran War easier to follow amid fake peace headlines. He argues the intel from the past week points to imminent escalation, with oil math starting to bite.","topics":["oil","geopolitics","trade setup"],"tickers":[],"stance":"bearish","preview_note":"the full oil analysis and any positioning are behind the paywall","figures":[{"alt":"Oil Barrel Under Pressure","height":504,"src":"https://substackcdn.com/image/fetch/$s_!WgBx!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8a28da2a-481b-4dcb-880e-4cbdcc09abd5_630x504.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/8a28da2a-481b-4dcb-880e-4cbdcc09abd5_630x504.jpeg","width":630}]},{"id":221563088,"pub":"capitalflows","pub_name":"Capital Flows","author":"Capital Flows","rank":16,"avatar":"/newsletter-radar/avatars/capitalflows.jpg","title":"New Interest Rate Regime Model - Volatility is building","subtitle":"Flows, volatility, and positioning","url":"https://www.capitalflowsresearch.com/p/new-interest-rate-regime-model-volatility","date":"2026-10-22","published_at":"2026-10-22T01:33:45.662Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":623,"captured_words":119,"reactions":37,"comments":0,"summary":"The author launches a daily interest rate regime model with three panels covering rate volatility, positioning and directional skew. He argues that when all three align, large rate moves follow, and frames the model as relevant to positioning going into the FOMC meeting.","topics":["rates","fed","volatility"],"tickers":[],"stance":"mixed","preview_note":"the full PDF and the FOMC positioning analysis are behind the paywall","figures":[{"alt":null,"height":778,"src":"https://substackcdn.com/image/fetch/$s_!uMGI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbb9ee018-a71d-452e-a878-aa0a5c66db68_1704x910.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/bb9ee018-a71d-452e-a878-aa0a5c66db68_1704x910.png","width":1456}]},{"id":221544641,"pub":"eliantcap","pub_name":"Eliant’s Exploits","author":"Eliant","rank":31,"avatar":"/newsletter-radar/avatars/eliantcap.jpg","title":"When Pessimism Peaks","subtitle":null,"url":"https://www.eliantcapital.com/p/when-pessimism-peaks","date":"2026-10-22","published_at":"2026-10-22T00:51:46.161Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":5060,"captured_words":832,"reactions":41,"comments":0,"summary":"The author describes a positive week led by small caps and the Nasdaq, each up about 220 basis points, with semis possibly bottoming after nine red days. He says breadth is recovering, with 48% of stocks above their 20-day and 34% above their 50-day average, while the Fear-Greed index still reads fear.","topics":["breadth","sentiment","equities"],"tickers":[],"stance":"mixed","preview_note":"the week-ahead 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Account","author":"Robert Schmidt","rank":42,"avatar":"/newsletter-radar/avatars/capitolaccount.jpg","title":"Crypto Gets Its Way On OCC Stablecoin Rule","subtitle":"Also, PCAOB chairman faces skeptical investor advisory group","url":"https://www.capitolaccountdc.com/p/crypto-gets-its-way-on-occ-stablecoin","date":"2026-10-21","published_at":"2026-10-21T23:35:17.638Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1849,"captured_words":56,"reactions":2,"comments":0,"summary":"Reports that the OCC's final stablecoin rule takes a hands-off approach on interest payments and reserve assets, giving crypto firms most of what they asked for after they criticized the earlier proposal. Only the opening lines are visible.","topics":["crypto","regulation","stablecoins"],"tickers":[],"stance":"none","preview_note":"the rest of the report is behind the paywall","figures":[]},{"id":221536579,"pub":"thebubblebubble","pub_name":"The Bubble Bubble Report","author":"Jesse Colombo","rank":44,"avatar":"/newsletter-radar/avatars/thebubblebubble.jpg","title":"Silver’s Bull Market Roadmap","subtitle":"Checking in on where silver stands within its secular bull market, which remains firmly intact and in play despite the frustrating 2026 correction.","url":"https://thebubblebubble.substack.com/p/silvers-bull-market-roadmap","date":"2026-10-21","published_at":"2026-10-21T22:10:30.463Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":2021,"captured_words":517,"reactions":48,"comments":24,"summary":"The author argues silver's secular bull market remains intact despite the 2026 correction from a $121 peak. He points to a cup-and-handle pattern forming since the 1960s that he says projects hundreds of dollars per ounce after a breakout, and says this is a time to accumulate.","topics":["silver","precious metals","technical"],"tickers":["SLV"],"stance":"bullish","preview_note":"the breakout conditions and detailed roadmap are behind the paywall","figures":[{"alt":null,"height":828,"src":"https://substackcdn.com/image/fetch/$s_!3CFP!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7f7134d3-b099-45d5-9ee3-5701da2b5347_1378x828.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/7f7134d3-b099-45d5-9ee3-5701da2b5347_1378x828.png","width":1378}]},{"id":221528190,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB Podcast Intel: OpenAI’s Sam Altman, Eric Schmidt, Microsoft’s (MSFT) Nadella, Google’s (GOOGL) Pichai, Daytona on CPUs, TSMC (TSM) and Terafab, Meta’s (META) Ad Engine, Gerstner on Anthropic","subtitle":null,"url":"https://www.tmtbreakout.com/p/tmtb-podcast-intel-openais-sam-altman","date":"2026-10-21","published_at":"2026-10-21T21:39:39.537Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":7799,"captured_words":1671,"reactions":22,"comments":0,"summary":"This podcast digest summarizes eight episodes. Altman discusses compute demand and OpenAI's own chips, Schmidt says Anthropic's revenue is growing faster than Google's did, Nadella and Pichai appear, and Gerstner discusses SpaceX's compute plan. The visible part ends partway through the Schmidt episode.","topics":["ai","podcasts","ai capex"],"tickers":["MSFT","GOOGL","TSM","META"],"stance":"none","preview_note":"the remaining Schmidt sections and the later episode briefs","figures":[{"alt":"TMTB Podcast Intel — Powered by Ethmos","height":234,"src":"https://substackcdn.com/image/fetch/$s_!NcvQ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4f6d9ff0-f877-4573-9f18-73cd77862051_1100x234.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/4f6d9ff0-f877-4573-9f18-73cd77862051_1100x234.jpeg","width":1100},{"alt":"OpenAI CEO Sam Altman on Uncapped Compute Demand, OpenAI’s Own Chips, Speed Limits on RSI and Whether Today’s Models Are Conscious, on Forward Future","height":793,"src":"https://substackcdn.com/image/fetch/$s_!a41g!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F313a591b-554b-4af4-98dd-9fc263c55ece_1520x828.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/313a591b-554b-4af4-98dd-9fc263c55ece_1520x828.png","width":1456},{"alt":"Eric Schmidt on Anthropic’s Record Revenue Growth, AGI in Five to Ten Years and Why Europe Is Losing the AI Race, on In Good Company","height":793,"src":"https://substackcdn.com/image/fetch/$s_!poyj!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc69b5ae2-2b31-4d3a-905c-8dc5457152d5_1520x828.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/c69b5ae2-2b31-4d3a-905c-8dc5457152d5_1520x828.png","width":1456}]},{"id":221543097,"pub":"bonnerprivateresearch","pub_name":"Bonner Private Research","author":"Bonner Private Research","rank":14,"avatar":"/newsletter-radar/avatars/bonnerprivateresearch.jpg","title":"The debasement we’ll suffer (and how to prepare for it)","subtitle":null,"url":"https://www.bonnerprivateresearch.com/p/the-debasement-well-suffer-and-how","date":"2026-10-21","published_at":"2026-10-21T21:37:46.318Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1198,"captured_words":10,"reactions":114,"comments":28,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[]},{"id":221509004,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB EOD Wrap","subtitle":null,"url":"https://www.tmtbreakout.com/p/tmtb-eod-wrap-143","date":"2026-10-21","published_at":"2026-10-21T21:29:15.636Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":2348,"captured_words":490,"reactions":23,"comments":0,"summary":"The end-of-day wrap says the QQQ rose 1.1% with semis up 2.2% on SpaceX guidance and SMCI's preannouncement, and software up on cybersecurity names. It cites Goldman data on short leverage near a five-year high, a 10-year yield around 5.12%, and Bitcoin near $84.5K.","topics":["markets","semis","positioning"],"tickers":["QQQ","META","SMCI"],"stance":"mixed","preview_note":"the sector-by-sector detail after the opening summary is behind the paywall","figures":[{"alt":null,"height":495,"src":"https://substackcdn.com/image/fetch/$s_!bHyK!,w_2400,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F14305781-e3fc-4709-876b-839d2b7a4a69_1298x495.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/14305781-e3fc-4709-876b-839d2b7a4a69_1298x495.png","width":1298}]},{"id":221541781,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB: META, TXN, LRCX, IBM First Takes","subtitle":null,"url":"https://www.tmtbreakout.com/p/tmtb-meta-txn-lrcx-ibm-first-takes","date":"2026-10-21","published_at":"2026-10-21T20:34:55.582Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1008,"captured_words":140,"reactions":26,"comments":0,"summary":"The author gives first takes on tech earnings, saying Meta rose 4% after a revenue beat with ad price up 14% and impressions up 10%. He notes the expense guide of $165 to $169 billion before a legal charge and a capex midpoint of $140 billion, slightly below buyside hopes.","topics":["earnings","ai capex","tech"],"tickers":["META","TXN","LRCX","IBM"],"stance":"mixed","preview_note":"the takes on TXN, LRCX and IBM are behind the paywall","figures":[]},{"id":221540097,"pub":"georgenoble","pub_name":"The Noble Update","author":"George Noble","rank":34,"avatar":"/newsletter-radar/avatars/georgenoble.jpg","title":"THE #1 RANKED TECHNICIAN ON WALL STREET FOR 4 STRAIGHT YEARS JUST JOINED OUR SUMMIT","subtitle":null,"url":"https://georgenoble.substack.com/p/the-1-ranked-technician-on-wall-street","date":"2026-10-21","published_at":"2026-10-21T20:21:32.595Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":184,"captured_words":181,"reactions":17,"comments":3,"summary":"A promotion for a two-day online technical analysis summit on October 27 and 28. The author says Louise Yamada has joined a lineup including John Roque and David Keller, offering 60 ideas for $199, with replays available.","topics":["event","technical analysis"],"tickers":[],"stance":"none","preview_note":null,"figures":[{"alt":null,"height":405,"src":"https://substackcdn.com/image/fetch/$s_!eNxp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F49ef37c5-0951-4fa9-ba12-8f56f490a93d_324x405.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/49ef37c5-0951-4fa9-ba12-8f56f490a93d_324x405.jpeg","width":324}]},{"id":220881957,"pub":"georgenoble","pub_name":"The Noble Update","author":"George Noble","rank":34,"avatar":"/newsletter-radar/avatars/georgenoble.jpg","title":"The Insurance Reckoning with Tom Gober","subtitle":"Part 4 - The Offshore Black Box","url":"https://georgenoble.substack.com/p/the-insurance-reckoning-with-tom-72a","date":"2026-10-21","published_at":"2026-10-21T19:21:33.290Z","paid":false,"preview":false,"podcast":true,"type":"podcast","wordcount":402,"captured_words":398,"reactions":36,"comments":13,"summary":"The author presents the final episode of a series with Tom Gober on offshore reinsurance in life insurance. Gober says 40 companies hold 85% of about $1.5 trillion in affiliated reinsurance, the author says he is very bearish on private equity and private credit, and he urges viewers to share the series.","topics":["insurance","private credit","video"],"tickers":[],"stance":"bearish","preview_note":null,"figures":[]},{"id":221371855,"pub":"tradecompanion","pub_name":"Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion","author":"Adam Mancini","rank":10,"avatar":"/newsletter-radar/avatars/tradecompanion.jpg","title":"Can The SPX Rally Continue Tomorrow? Oct 22nd Plan","subtitle":null,"url":"https://tradecompanion.substack.com/p/can-the-spx-rally-continue-tomorrow","date":"2026-10-21","published_at":"2026-10-21T18:42:55.629Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":5560,"captured_words":311,"reactions":48,"comments":0,"summary":"The author says the S&P 500 futures rally follows a pattern in which dips are bought after failed breakdowns, citing the 135-point Friday flush to 7676 and the later recovery. He asks whether bulls can retest 7835, and the October 22 plan is in the paid part.","topics":["trade setup","futures","spx"],"tickers":["SPY","ES"],"stance":"bullish","preview_note":"the actionable plan for October 22 and the day's failed breakdowns are behind the paywall","figures":[]},{"id":221482742,"pub":"jamesbulltard","pub_name":"The Running Of The Bulltards","author":"James Bulltard","rank":4,"avatar":"/newsletter-radar/avatars/jamesbulltard.jpg","title":"10/21/26 Recap","subtitle":null,"url":"https://www.jamesbulltard.com/p/102126-recap","date":"2026-10-21","published_at":"2026-10-21T15:04:16.481Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":967,"captured_words":196,"reactions":21,"comments":0,"summary":"The author says SPY gapped over its moving averages after SpaceX guidance but remains range-bound, with the past three days inside Friday's candle. He says the market needs Meta's results to avoid a big miss, notes VIX near 17, and lists momentum scans and his trades.","topics":["spy","trade setup","earnings"],"tickers":["SPY","META"],"stance":"neutral","preview_note":"the scanner results and trade list are behind the paywall","figures":[{"alt":null,"height":1818,"src":"https://substackcdn.com/image/fetch/$s_!0brM!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2e1bfdbc-f797-4185-ac55-7db10ea10dd0_1320x1818.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/2e1bfdbc-f797-4185-ac55-7db10ea10dd0_1320x1818.heic","width":1320},{"alt":null,"height":1028,"src":"https://substackcdn.com/image/fetch/$s_!ZMY-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F05df8ca2-6c4e-4fcb-94ca-08611e76c981_2144x1514.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/05df8ca2-6c4e-4fcb-94ca-08611e76c981_2144x1514.heic","width":1456}]},{"id":221487926,"pub":"fundaai","pub_name":"FUNDA","author":"FUNDA","rank":9,"avatar":"/newsletter-radar/avatars/fundaai.jpg","title":"Preview|NOW 3Q26: Solid Checks and a Healthy 2027 Outlook, AICT Adoption Starts to Take Shape","subtitle":"Checks point to a modest 3Q beat, with renewals and AI tier upgrades supporting stronger 2027 growth.","url":"https://fundaai.substack.com/p/previewnow-3q26-solid-checks-and","date":"2026-10-21","published_at":"2026-10-21T13:59:23.299Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":3479,"captured_words":251,"reactions":6,"comments":0,"summary":"The note reports channel checks on ServiceNow suggesting a modest third-quarter beat, with two of three channels ahead of plan. The authors expect a 150 to 200 basis point beat on current remaining performance obligation growth, fourth-quarter guidance near 20%, and say AI tier upgrades support 2027 growth.","topics":["earnings","software","channel checks"],"tickers":["NOW"],"stance":"bullish","preview_note":"the channel expert interviews and detailed notes are behind the paywall","figures":[]},{"id":221475846,"pub":"reboundcapital","pub_name":"Rebound Capital","author":"Market Sentiment","rank":41,"avatar":"/newsletter-radar/avatars/reboundcapital.jpg","title":"Netflix Q3 Earnings Update","subtitle":"Updating the thesis and rating","url":"https://reboundcapital.substack.com/p/netflix-q3-earnings-update","date":"2026-10-21","published_at":"2026-10-21T13:51:09.034Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":864,"captured_words":0,"reactions":20,"comments":0,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[]},{"id":221478519,"pub":"bonnerprivateresearch","pub_name":"Bonner Private Research","author":"Bonner Private Research","rank":14,"avatar":"/newsletter-radar/avatars/bonnerprivateresearch.jpg","title":"The Moral of the Story","subtitle":"Sympathy for the mob can be found in ‘leftish’ circles, based on envy. Some people have a lot of money. Many have little.","url":"https://www.bonnerprivateresearch.com/p/the-moral-of-the-story-05b","date":"2026-10-21","published_at":"2026-10-21T13:32:19.753Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":826,"captured_words":828,"reactions":100,"comments":64,"summary":"Bill Bonner reads the riots in France and elsewhere through two lenses. The left blames inequality, the conservative says too much social spending breeds idleness. He sets out these views and hints at a third interpretation.","topics":["macro","europe","politics"],"tickers":[],"stance":"none","preview_note":null,"figures":[{"alt":null,"height":1141,"src":"https://substackcdn.com/image/fetch/$s_!VvcZ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa7b724d8-5f99-4c7e-8efc-47f847625f4f_1956x1533.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/a7b724d8-5f99-4c7e-8efc-47f847625f4f_1956x1533.jpeg","width":1456},{"alt":null,"height":660,"src":"https://substackcdn.com/image/fetch/$s_!iCNv!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b293877-e6ca-4499-8f47-9387b4fe345d_700x660.gif","url":"https://substack-post-media.s3.amazonaws.com/public/images/5b293877-e6ca-4499-8f47-9387b4fe345d_700x660.gif","width":700}]},{"id":221480135,"pub":"doomberg","pub_name":"Doomberg","author":"Doomberg","rank":3,"avatar":"/newsletter-radar/avatars/doomberg.jpg","title":"Doomberg Academy: Refining","subtitle":"Pro Tier: October 2026 Doom Zoom","url":"https://newsletter.doomberg.com/p/doomberg-academy-refining","date":"2026-10-21","published_at":"2026-10-21T13:13:56.992Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":137,"captured_words":54,"reactions":44,"comments":7,"summary":"The Doomberg Pro note says attacks on civilian energy infrastructure are becoming normalized, with refineries now targeted. The visible text describes refineries as turning crude oil into outputs the global economy depends on, and introduces an educational piece on refining.","topics":["refining","energy","geopolitics"],"tickers":[],"stance":"none","preview_note":"the refining explainer and analysis are behind the paywall","figures":[]},{"id":221335888,"pub":"farmcpareport","pub_name":"Farm CPA Report","author":"Farm CPA Report","rank":22,"avatar":"/newsletter-radar/avatars/farmcpareport.jpg","title":"USDA’s $8 Billion Harvest Fuel Relief Program","subtitle":"What We Know (and Don’t) So Far","url":"https://www.farmcpareport.com/p/usdas-8-billion-harvest-fuel-relief","date":"2026-10-21","published_at":"2026-10-21T13:08:33.046Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":668,"captured_words":120,"reactions":25,"comments":3,"summary":"The author explains that USDA will send one-time cash payments totaling $8 billion to farmers to offset diesel costs, administered by FSA. He says recipients will not know their amounts until November and that the payments will be taxable income.","topics":["agriculture","farm policy","tax"],"tickers":[],"stance":"none","preview_note":"the payment formula and further details are behind the paywall","figures":[]},{"id":221473152,"pub":"whatarewedoingonthedesk","pub_name":"WHAT ARE WE DOING?  “Contrarians At The Gate”","author":"Danny, Vinnie and Porter","rank":29,"avatar":"/newsletter-radar/avatars/whatarewedoingonthedesk.jpg","title":"ON THE TAPE with James Aitken","subtitle":"Author of “Notes from a Small Island” shares his wisdom","url":"https://whatarewedoingonthedesk.substack.com/p/on-the-tape-with-james-aitken","date":"2026-10-21","published_at":"2026-10-21T12:35:08.990Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":266,"captured_words":266,"reactions":17,"comments":1,"summary":"A podcast episode with macro strategist James Aitken of Notes From a Small Island. Per the show note, the discussion covers US fiscal and monetary policy, Bessent and Warsh, global bond yields rising, the AI trade and Canada's Mark Carney, and Aitken's answer on bonds is to buy them.","topics":["macro","rates","podcast"],"tickers":[],"stance":"none","preview_note":null,"figures":[]},{"id":221467595,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB Morning Wrap: SpaceX (SPCX) + Netflix (NFLX) recaps & the usual","subtitle":null,"url":"https://www.tmtbreakout.com/p/tmtb-morning-wrap-spacex-spcx-netflix","date":"2026-10-21","published_at":"2026-10-21T12:25:48.163Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":6669,"captured_words":1235,"reactions":18,"comments":0,"summary":"The morning wrap covers SpaceX shares up 8% on a revenue beat and Musk's pledge of roughly 13GW of compute by the end of 2027, with Netflix down 6% and semis higher on Supermicro. It lists bull and bear reactions, many doubting the 13GW target.","topics":["earnings","ai capex","semis"],"tickers":["SPCX","NFLX","SMCI"],"stance":"mixed","preview_note":"the remaining sections of the wrap","figures":[{"alt":null,"height":697,"src":"https://substackcdn.com/image/fetch/$s_!exOe!,w_2400,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6bb32579-3aee-46cd-9ce7-e3d8e43ce34d_2086x998.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/6bb32579-3aee-46cd-9ce7-e3d8e43ce34d_2086x998.png","width":1456}]},{"id":221469123,"pub":"quoththeraven","pub_name":"QTR’s Fringe Finance","author":"Quoth the Raven","rank":25,"avatar":"/newsletter-radar/avatars/quoththeraven.jpg","title":"Housing Is Collapsing, Wall Street Hasn’t Noticed","subtitle":"Buyers are disappearing, and liquidity is drying up. But Wall Street is too busy celebrating AI to notice.","url":"https://quoththeraven.substack.com/p/housing-is-collapsing-wall-street","date":"2026-10-21","published_at":"2026-10-21T12:08:31.993Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":2019,"captured_words":59,"reactions":112,"comments":35,"summary":"The author argues the US housing market is deteriorating, citing a series of housing reports in the past 48 hours, vanishing buyers and drying liquidity. He says elevated rates are the cause and that Wall Street, focused on AI, has not noticed.","topics":["housing","rates","macro"],"tickers":[],"stance":"bearish","preview_note":"the housing data and the rest of the argument are behind the paywall","figures":[]},{"id":221435411,"pub":"campbellramble","pub_name":"Campbell Ramble","author":"Alexander Campbell","rank":37,"avatar":"/newsletter-radar/avatars/campbellramble.jpg","title":"The (Boomer) Fiscal Trap","subtitle":null,"url":"https://www.campbellramble.ai/p/the-boomer-fiscal-trap","date":"2026-10-21","published_at":"2026-10-21T12:07:33.064Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":3591,"captured_words":294,"reactions":54,"comments":8,"summary":"Argues that the post-war Western social contract, built on high birthrates and American military dominance, no longer works. He reads the unrest in Paris as a result of that, and calls it the start of a break with the old order.","topics":["macro","fiscal","europe"],"tickers":[],"stance":"bearish","preview_note":"the rest of the argument is behind the paywall","figures":[]},{"id":221418382,"pub":"charliepgarcia","pub_name":"Capital Mischief","author":"Charlie Garcia","rank":12,"avatar":"/newsletter-radar/avatars/charliepgarcia.jpg","title":"I Called These Three. Up 33%, 37%, 71%. And Why I’m not selling.","subtitle":"Exxon's CEO called Venezuela uninvestable. Chevron never left. Now Caracas says $76 billion is coming, and the market is paying you for the wrong war.","url":"https://charliepgarcia.substack.com/p/venezuela-oil-stocks-chevron-exxon-stayers-option","date":"2026-10-21","published_at":"2026-10-21T11:31:53.041Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":4409,"captured_words":2337,"reactions":134,"comments":40,"summary":"The author argues that Chevron and Exxon were the right Venezuela plays in January, citing gains of about 33% and 30% since, and says he is keeping his positions. He cautions against paying any price for more, since Venezuela's announced $76 billion of investment is still unproven.","topics":["venezuela","oil","energy"],"tickers":["CVX","XOM"],"stance":"bullish","preview_note":"the rest of the argument is behind the paywall","figures":[{"alt":"Darren Woods shakes hands with Donald Trump beside Susie Wiles and Maryann Mannen at a White House meeting.","height":1481,"src":"https://substackcdn.com/image/fetch/$s_!_nNe!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ffc3c51-563e-44da-92db-e7220286073e_2000x1481","url":"https://substack-post-media.s3.amazonaws.com/public/images/0ffc3c51-563e-44da-92db-e7220286073e_2000x1481","width":2000},{"alt":null,"height":1200,"src":"https://substackcdn.com/image/fetch/$s_!19xp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F60e18cab-c400-4ace-9662-dfdf24ba9b26_1120x1200.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/60e18cab-c400-4ace-9662-dfdf24ba9b26_1120x1200.png","width":1120},{"alt":"Nicolas Maduro in tan detention clothing and orange shoes is escorted by two DEA agents on his way to court.","height":1333,"src":"https://substackcdn.com/image/fetch/$s_!wnKe!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2b6bb7e1-8099-475d-bada-2629d4d74c44_2000x1333","url":"https://substack-post-media.s3.amazonaws.com/public/images/2b6bb7e1-8099-475d-bada-2629d4d74c44_2000x1333","width":2000},{"alt":"Nicolas Maduro in a red PDVSA hard hat speaks beside large valves and piping during a visit to the Petroboscan joint venture in Zulia.","height":866,"src":"https://substackcdn.com/image/fetch/$s_!5hXW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb19d02ff-1f30-42ef-be9d-9d69db3256fa_1280x866","url":"https://substack-post-media.s3.amazonaws.com/public/images/b19d02ff-1f30-42ef-be9d-9d69db3256fa_1280x866","width":1280},{"alt":"Gold bars stacked on blue steel pallets in a Bank of England vault, with a forklift in the center aisle.","height":997,"src":"https://substackcdn.com/image/fetch/$s_!kfUo!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F56b91b6d-d656-4ab4-930b-a5561098aad3_1537x997","url":"https://substack-post-media.s3.amazonaws.com/public/images/56b91b6d-d656-4ab4-930b-a5561098aad3_1537x997","width":1537},{"alt":"Venezuelan walkers carrying backpacks, bags and a pillow along the shoulder of a road after leaving Cucuta, Colombia.","height":1080,"src":"https://substackcdn.com/image/fetch/$s_!FuSX!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fafd6936f-70d3-444f-b2d0-2d37625d2f4c_1619x1080","url":"https://substack-post-media.s3.amazonaws.com/public/images/afd6936f-70d3-444f-b2d0-2d37625d2f4c_1619x1080","width":1619},{"alt":"An illuminated CITGO refinery at dusk, with processing towers, pipes and a large white storage tank in front.","height":1331,"src":"https://substackcdn.com/image/fetch/$s_!9CYX!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2fef86db-737c-42e1-b17e-a709a3c316d4_2000x1331","url":"https://substack-post-media.s3.amazonaws.com/public/images/2fef86db-737c-42e1-b17e-a709a3c316d4_2000x1331","width":2000},{"alt":"Citgo comparison: approved winning bid for its parent $5.9 billion versus low-end reported 2026 EBITDA outlook $7.7 billion. Not a completed-purchase or payback comparison.","height":1500,"src":"https://substackcdn.com/image/fetch/$s_!HCJk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdf578008-12d3-4275-b0b3-76e6b8ce377b_2000x1500","url":"https://substack-post-media.s3.amazonaws.com/public/images/df578008-12d3-4275-b0b3-76e6b8ce377b_2000x1500","width":2000},{"alt":null,"height":819,"src":"https://substackcdn.com/image/fetch/$s_!qP7x!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdee395c9-7f66-4558-8d29-cf05d7979d3d_1672x941.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/dee395c9-7f66-4558-8d29-cf05d7979d3d_1672x941.png","width":1456}]},{"id":220938554,"pub":"traderferg","pub_name":"Trader Ferg","author":"Ferg","rank":48,"avatar":"/newsletter-radar/avatars/traderferg.jpg","title":"Shareholder Yield as a Floor?","subtitle":"My theory around ~20% Shareholder yields","url":"https://traderferg.substack.com/p/shareholder-yield-as-a-floor","date":"2026-10-21","published_at":"2026-10-21T10:00:00.209Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1508,"captured_words":962,"reactions":47,"comments":12,"summary":"The author theorizes that shareholder yields near 20% draw active managers back into a stock after heavy multiple compression. He lists Conagra, Ahold Delhaize, Shell and Unilever Indonesia as examples, says he holds long-dated Shell options, and watches Indonesia ahead of MSCI's mid-2027 decision.","topics":["shareholder yield","energy","indonesia"],"tickers":["SHEL","AD","CAG"],"stance":"mixed","preview_note":"the rest of the Indonesian name list and the scanner 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Charts","author":"Macro Charts","rank":26,"avatar":"/newsletter-radar/avatars/macrocharts.jpg","title":"Market Update & Signals 10/21/26","subtitle":"One of the strongest days of the year. A decisive moment for stocks. My top chart for October, and maybe the rest of 2026...","url":"https://www.macrocharts.com/p/market-update-and-signals-102126","date":"2026-10-21","published_at":"2026-10-21T09:44:56.939Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":955,"captured_words":86,"reactions":30,"comments":0,"summary":"The author says October 20 was one of the strongest days of the year and that another key signal triggered, suggesting a decisive moment for stocks. He teases a chart he calls his top chart for October and possibly for the rest of 2026.","topics":["signals","equities","technical"],"tickers":[],"stance":"bullish","preview_note":"the chart and the signal details are behind the paywall","figures":[{"alt":null,"height":925,"src":"https://substackcdn.com/image/fetch/$s_!7dGI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F570ceb72-f243-42a0-b727-9feb03acb06c_370x925.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/570ceb72-f243-42a0-b727-9feb03acb06c_370x925.png","width":370}]},{"id":221425300,"pub":"hfir","pub_name":"HFI Research","author":"HFI Research","rank":17,"avatar":"/newsletter-radar/avatars/hfir.jpg","title":"(Idea) We Are Going To Add This Energy Stock To The HFI Portfolio","subtitle":null,"url":"https://www.hfir.com/p/idea-we-are-going-to-add-this-energy","date":"2026-10-21","published_at":"2026-10-21T03:43:04.689Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":2609,"captured_words":192,"reactions":24,"comments":1,"summary":"The author says his firm rarely adds energy stocks to its portfolio and has stayed long oil exposure through USO, UCO and BNO since the Iran War began. He lists earlier stock buys including CNQ, PXT.TO and GPRK, and announces another energy idea.","topics":["oil","energy","stock idea"],"tickers":["USO","UCO","BNO","CNQ"],"stance":"bullish","preview_note":"the name of the new stock and the case for it are behind the paywall","figures":[{"alt":"Hand drawing of a lightbulb with idea lettering for creative business innovation and technology concept on clean copy space background template design.","height":315,"src":"https://substackcdn.com/image/fetch/$s_!sQjN!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb63a49cf-20a7-47ab-98a9-699e4957990f_630x315.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/b63a49cf-20a7-47ab-98a9-699e4957990f_630x315.jpeg","width":630},{"alt":null,"height":576,"src":"https://substackcdn.com/image/fetch/$s_!khKJ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb8a4a89-0061-408a-945d-76ca88b54b33_2234x884.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/db8a4a89-0061-408a-945d-76ca88b54b33_2234x884.png","width":1456}]},{"id":221419351,"pub":"tavicosta","pub_name":"Tavi Costa","author":"Tavi Costa","rank":36,"avatar":"/newsletter-radar/avatars/tavicosta.jpg","title":"Echoes of 2008","subtitle":null,"url":"https://tavicosta.substack.com/p/echoes-of-2008","date":"2026-10-21","published_at":"2026-10-21T02:28:10.699Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":4424,"captured_words":144,"reactions":30,"comments":1,"summary":"The author says gold has corrected nearly as much as it did in 2008 and argues that, if this is a secular bull market, such pullbacks offer few buying chances. He says the report covers gold and silver miners, Latin American opportunities and rates.","topics":["gold","miners","precious metals"],"tickers":["GLD"],"stance":"bullish","preview_note":"the report's charts and specific opportunities are behind the paywall","figures":[{"alt":"The image shows a graph depicting the fluctuating monthly gold prices, with a noticeable downward trend from 2000 to 2004, and a subsequent increase until 2014, followed by a slight drop and then a recovery, leading up to the projected future trends. AI-generated content may be incorrect.","height":711,"src":"https://substackcdn.com/image/fetch/$s_!2eJq!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faea39266-89ea-435c-aaa7-34f22eb4c428_1023x711.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/aea39266-89ea-435c-aaa7-34f22eb4c428_1023x711.png","width":1023}]},{"id":221412157,"pub":"fundaai","pub_name":"FUNDA","author":"FUNDA","rank":9,"avatar":"/newsletter-radar/avatars/fundaai.jpg","title":"Research|Optics: OCP 2026 Points to NPO Adoption and New Demand from Copper Replacement","subtitle":"OCP points to rising optics demand as NPO adoption grows and copper gets replaced in larger AI clusters","url":"https://fundaai.substack.com/p/researchoptics-ocp-2026-points-to","date":"2026-10-21","published_at":"2026-10-21T01:08:53.395Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":8546,"captured_words":1659,"reactions":12,"comments":0,"summary":"The analysts report from the 2026 OCP Summit that copper and optics will coexist in AI clusters, with the debate centered on NPO versus CPO. They say NVIDIA showed a CPO design yet kept NPO open, and that fiber, lasers and test equipment are now constraints.","topics":["optics","ai","semis"],"tickers":["NVDA","LITE","CRDO","COHR"],"stance":"bullish","preview_note":"the NPO responses, pluggables, standards and company notes","figures":[{"alt":"Image 1: Astera Labs' hybrid copper/optical pod: hybrid from 72 to 576 accelerators, all-optical above 576.","height":720,"src":"https://substackcdn.com/image/fetch/$s_!avj9!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F081caf04-a218-47da-9c40-d7cbdf0a7bb1_960x720.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/081caf04-a218-47da-9c40-d7cbdf0a7bb1_960x720.png","width":960},{"alt":"Image 2: Vera Rubin Ultra NVL576, with 576 GPUs linked through NVLink 7 CPO switch trays.","height":510,"src":"https://substackcdn.com/image/fetch/$s_!if43!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F540a80a2-c65c-43ed-aa20-06d0a055ea5c_979x510.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/540a80a2-c65c-43ed-aa20-06d0a055ea5c_979x510.png","width":979},{"alt":"Image 3: NVIDIA's socketed-vs-soldered CPO comparison: \"CPO socketed does NOT mean field replaceable... same for NPO\".","height":485,"src":"https://substackcdn.com/image/fetch/$s_!w9lS!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F29d0c9a0-8792-4fef-9238-8d1bb7d1c4b7_645x485.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/29d0c9a0-8792-4fef-9238-8d1bb7d1c4b7_645x485.png","width":645},{"alt":"Image 4: NVIDIA on NPO: it may work with ODMs on NPO and will support NPO via NVLink Fusion, but questions the multi-supplier and serviceability claims.","height":720,"src":"https://substackcdn.com/image/fetch/$s_!q21G!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F005075be-47d1-465e-975b-0a3a5d70edeb_960x720.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/005075be-47d1-465e-975b-0a3a5d70edeb_960x720.png","width":960}]},{"id":221394939,"pub":"capitalflows","pub_name":"Capital Flows","author":"Capital Flows","rank":16,"avatar":"/newsletter-radar/avatars/capitalflows.jpg","title":"Global Interest Rate Intelligence: Macro Liquidity","subtitle":"Why passive central banks make interest rate risk the main dynamic to manage into FOMC","url":"https://www.capitalflowsresearch.com/p/global-interest-rate-intelligence","date":"2026-10-21","published_at":"2026-10-21T00:51:35.099Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":2146,"captured_words":352,"reactions":51,"comments":0,"summary":"The author argues that passive central banks make interest rate risk the main thing to manage into the FOMC meeting. He expects stocks and bonds to fall together, points to French capital flows as an early sign, and says a similar stress will eventually reach the US.","topics":["rates","fed","macro","europe"],"tickers":[],"stance":"bearish","preview_note":"the detailed models and breakdown are behind the paywall","figures":[{"alt":null,"height":690,"src":"https://substackcdn.com/image/fetch/$s_!T4Mu!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd95c8058-89c7-4f8d-abfd-38e5f24f343e_1693x802.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/d95c8058-89c7-4f8d-abfd-38e5f24f343e_1693x802.png","width":1456},{"alt":null,"height":986,"src":"https://substackcdn.com/image/fetch/$s_!2HeB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9a3c7ec4-4d59-49ca-9eef-c9958161617f_1933x1309.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/9a3c7ec4-4d59-49ca-9eef-c9958161617f_1933x1309.png","width":1456}]},{"id":221403626,"pub":"themacrotourist","pub_name":"The MacroTourist","author":"Kevin Muir","rank":32,"avatar":"/newsletter-radar/avatars/themacrotourist.jpg","title":"M’tourist Private Feed Recap","subtitle":"for Tuesday, October 20th, 2026","url":"https://posts.themacrotourist.com/p/mtourist-private-feed-recap-2d7","date":"2026-10-21","published_at":"2026-10-21T00:03:38.233Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":302,"captured_words":0,"reactions":13,"comments":0,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[{"alt":null,"height":1000,"src":"https://substackcdn.com/image/fetch/$s_!814V!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe3f746d4-b42c-48ff-8086-5ac329675a04_1400x1000.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/e3f746d4-b42c-48ff-8086-5ac329675a04_1400x1000.png","width":1400}]}]},{"date":"2026-10-20","posts":[{"id":221400131,"pub":"capitolaccount","pub_name":"Capitol Account","author":"Robert Schmidt","rank":42,"avatar":"/newsletter-radar/avatars/capitolaccount.jpg","title":"Deposit Firm Scores Long-Sought Win in Housing Law","subtitle":"Also, Sifma strikes conciliatory tone on tokenized stock trading","url":"https://www.capitolaccountdc.com/p/deposit-firm-scores-long-sought-win","date":"2026-10-20","published_at":"2026-10-20T23:42:39.936Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1434,"captured_words":53,"reactions":2,"comments":0,"summary":"Reports that StoneCastle, a firm spreading large cash deposits across banks, won a long-sought change in the new housing law loosening FDIC limits on its business. Only the opening is visible.","topics":["regulation","banking","housing"],"tickers":[],"stance":"none","preview_note":"the rest of the report is behind the paywall","figures":[]},{"id":221400259,"pub":"georgenoble","pub_name":"The Noble Update","author":"George Noble","rank":34,"avatar":"/newsletter-radar/avatars/georgenoble.jpg","title":"3.5% of the S&P, 20% of the Cash","subtitle":"Robert Mullin","url":"https://georgenoble.substack.com/p/35-of-the-s-and-p-20-of-the-cash","date":"2026-10-20","published_at":"2026-10-20T23:08:19.199Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":154,"captured_words":153,"reactions":29,"comments":4,"summary":"A short teaser for a video interview with Robert Mullin, who argues energy is 3.5% of the S&P 500 but will pay out 20% of its shareholder cash. The listed topics cover oil curves, oil services and AI capex versus shale.","topics":["energy","oil","video"],"tickers":[],"stance":"bullish","preview_note":null,"figures":[]},{"id":221398652,"pub":"quoththeraven","pub_name":"QTR’s Fringe Finance","author":"Quoth the Raven","rank":25,"avatar":"/newsletter-radar/avatars/quoththeraven.jpg","title":"Stop Calling It Capitalism When It’s Government Favoritism","subtitle":"How the free market gets blamed for cronyism.","url":"https://quoththeraven.substack.com/p/stop-calling-it-capitalism-when-its","date":"2026-10-20","published_at":"2026-10-20T22:39:28.292Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1632,"captured_words":53,"reactions":95,"comments":18,"summary":"Shares an essay by Ninos Malek of the Foundation for Economic Education arguing that capitalism is often confused with government favoritism, so the free market gets blamed for cronyism. Only the opening is visible.","topics":["politics","economics"],"tickers":[],"stance":"none","preview_note":"the rest of the essay is behind the paywall","figures":[]},{"id":221388770,"pub":"zastocks","pub_name":"Za's Market Terminal","author":"Za","rank":28,"avatar":"/newsletter-radar/avatars/zastocks.jpg","title":"Did Elon Save The AI Trade?","subtitle":"My new position, SpaceX, Nvidia, and more.","url":"https://zastocks.com/p/did-elon-save-the-ai-trade","date":"2026-10-20","published_at":"2026-10-20T21:50:43.618Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1710,"captured_words":108,"reactions":75,"comments":23,"summary":"The author says the October 20 session may have been a turning point for the AI trade, though markets have not acted well. He says he added a new position and lists names for his focus list, including SpaceX and Nvidia. Specifics are not visible.","topics":["ai trade","trade setup"],"tickers":["NVDA"],"stance":"mixed","preview_note":"the new position and focus-list names are behind the paywall","figures":[]},{"id":219819976,"pub":"mispricedassets","pub_name":"Mispriced Assets","author":"Nick Nemeth","rank":47,"avatar":"/newsletter-radar/avatars/mispricedassets.jpg","title":"Clair Health: The $46 Million Mirage","subtitle":"Two Stanford grads who’ve never taken a biology class, a $46 million post-money valuation, and VCs that forgot the due diligence stage.","url":"https://mispricedassets.substack.com/p/clair-health-the-46-million-mirage","date":"2026-10-20","published_at":"2026-10-20T21:39:42.658Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":2431,"captured_words":65,"reactions":32,"comments":12,"summary":"The piece critiques Clair Health, a wellness bracelet startup valued at $46 million, arguing that its founders lack biology training and its investors skipped diligence. A guest analyst wrote it. Only the opening is visible.","topics":["short idea","venture"],"tickers":[],"stance":"bearish","preview_note":"the full analysis of the bracelet's claims is behind the paywall","figures":[]},{"id":221347631,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB EOD Wrap","subtitle":null,"url":"https://www.tmtbreakout.com/p/tmtb-eod-wrap-6bf","date":"2026-10-20","published_at":"2026-10-20T19:52:31.906Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":3317,"captured_words":339,"reactions":19,"comments":0,"summary":"A midday wrap on October 20: QQQ finished slightly lower after an AI-financing scare, then recovered on reports of a US-Iran compromise and weak pending home sales. It lists moves in neoclouds, semis and software, including Salesforce's deal for Braze, and says the team is modeling Anthropic ahead of an S-1.","topics":["ai capex","tech","earnings"],"tickers":["CRWV","CRM","BRZE"],"stance":"mixed","preview_note":"the Anthropic discussion recap and further detail are behind the paywall","figures":[]},{"id":221375376,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB Podcast Intel: Google’s (GOOGL) Sundar Pichai, Anthropic’s Felix Rieseberg on Claude Code, SemiAnalysis on 2027 Data Centers, Figma’s (FIG) Dylan Field, The Circuit on Semicap, OpenAI on Health","subtitle":null,"url":"https://www.tmtbreakout.com/p/tmtb-podcast-intel-googles-googl","date":"2026-10-20","published_at":"2026-10-20T19:28:27.921Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":5809,"captured_words":1678,"reactions":26,"comments":0,"summary":"A podcast digest listing six recent episodes: Sundar Pichai on Gemini 4, an Anthropic engineer on Claude Code, SemiAnalysis on data-center forecasts, Figma's CEO, The Circuit on semicap and OpenAI on health. The briefs are AI-written summaries with little original analysis.","topics":["ai","podcast digest"],"tickers":["GOOGL","FIG"],"stance":"none","preview_note":"the full episode briefs are behind the paywall","figures":[{"alt":"TMTB Podcast Intel — Powered by Ethmos","height":234,"src":"https://substackcdn.com/image/fetch/$s_!237h!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7efa4380-13e8-4290-9eeb-8a5b783fa24b_1100x234.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/7efa4380-13e8-4290-9eeb-8a5b783fa24b_1100x234.jpeg","width":1100},{"alt":"Google CEO Sundar Pichai on Gemini 4 Argon’s Launch, Why Cloud Gives Up Short-Term Revenue for Frontier Compute and Personal Agents, on Big Technology","height":793,"src":"https://substackcdn.com/image/fetch/$s_!AyIQ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa28da299-53a3-447b-80db-d5e4d48128e9_1520x828.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/a28da299-53a3-447b-80db-d5e4d48128e9_1520x828.png","width":1456},{"alt":"Anthropic’s Felix Rieseberg on Claude Code’s Origins, Designing for Superhuman AI and Why the Money Is Still in Automation, on MTS","height":793,"src":"https://substackcdn.com/image/fetch/$s_!in-m!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa826ec62-a239-40e4-b82f-72f373e2fcb2_1520x828.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/a826ec62-a239-40e4-b82f-72f373e2fcb2_1520x828.png","width":1456}]},{"id":221196905,"pub":"tradecompanion","pub_name":"Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion","author":"Adam Mancini","rank":10,"avatar":"/newsletter-radar/avatars/tradecompanion.jpg","title":"Bulls Bought The Dip. Was That The Bottom? Oct 21st Plan","subtitle":null,"url":"https://tradecompanion.substack.com/p/bulls-bought-the-dip-was-that-the","date":"2026-10-20","published_at":"2026-10-20T18:58:24.124Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":5648,"captured_words":306,"reactions":49,"comments":0,"summary":"The author says ES fell 135 points to 7676 on Friday and was bought back after a failed breakdown. He argues such flushes trap shorts and begin rallies, and asks whether ES can retest 7835. The plan for October 21 is gated.","topics":["trade setup","es futures","failed breakdown"],"tickers":["ES"],"stance":"bullish","preview_note":"the plan for October 21 and levels are behind the paywall","figures":[]},{"id":221341345,"pub":"whatarewedoingonthedesk","pub_name":"WHAT ARE WE DOING?  “Contrarians At The Gate”","author":"Danny, Vinnie and Porter","rank":29,"avatar":"/newsletter-radar/avatars/whatarewedoingonthedesk.jpg","title":"Brazil Election Eve","subtitle":null,"url":"https://whatarewedoingonthedesk.substack.com/p/brazil-election-eve","date":"2026-10-20","published_at":"2026-10-20T15:48:20.780Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":621,"captured_words":186,"reactions":25,"comments":6,"summary":"Says Kalshi odds for Flavio Bolsonaro in Brazil's October 25 election rose to 79% from 58% two weeks earlier, while Lula fell to 22%. The author argues the market is pricing an orthodox, market-friendly shift and that prediction markets have led polls in the region.","topics":["brazil","latam","elections"],"tickers":[],"stance":"bullish","preview_note":"the macro catalyst section and trade implications are behind the paywall","figures":[{"alt":null,"height":335,"src":"https://substackcdn.com/image/fetch/$s_!TZHt!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd95b99bd-43c2-42d8-8986-3dce578e68b3_624x335.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/d95b99bd-43c2-42d8-8986-3dce578e68b3_624x335.png","width":624}]},{"id":221324682,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB Buyside Bogeys: SPCX, Netflix (NFLX), META, Spotify (SPOT), WDC, LRCX","subtitle":"Week of 10/19","url":"https://www.tmtbreakout.com/p/tmtb-buyside-bogeys-spcx-netflix","date":"2026-10-20","published_at":"2026-10-20T15:37:49.147Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":19,"captured_words":10,"reactions":22,"comments":0,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[{"alt":null,"height":1411,"src":"https://substackcdn.com/image/fetch/$s_!9tna!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Feab098ba-6d23-46c9-9ab8-a62f6293fa43_1456x1411.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/eab098ba-6d23-46c9-9ab8-a62f6293fa43_1456x1411.png","width":1456}]},{"id":221334489,"pub":"dougcasey","pub_name":"Doug Casey's Crisis Investing","author":"Matt Smith @ Crisis Investing","rank":20,"avatar":"/newsletter-radar/avatars/dougcasey.jpg","title":"Nobody Voted For This","subtitle":"Letter 3 in this series on the dollar’s unique position as a fiat currency serving as the global reserve currency.","url":"https://www.crisisinvesting.com/p/nobody-voted-for-this","date":"2026-10-20","published_at":"2026-10-20T15:07:34.739Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":1351,"captured_words":1345,"reactions":45,"comments":16,"summary":"Doug Casey argues that inflation works as a hidden revenue source for the government and banks, transferring wealth from savers to debtors. He says a 2% target halves a dollar's purchasing power in 35 years and calls this a tax no elected body approved.","topics":["inflation","dollar","macro"],"tickers":[],"stance":"bearish","preview_note":null,"figures":[{"alt":null,"height":971,"src":"https://substackcdn.com/image/fetch/$s_!psEX!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F03ba82cc-7002-429c-8612-d0d6be7c72a2_1536x1024.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/03ba82cc-7002-429c-8612-d0d6be7c72a2_1536x1024.jpeg","width":1456}]},{"id":221324968,"pub":"jamesbulltard","pub_name":"The Running Of The Bulltards","author":"James Bulltard","rank":4,"avatar":"/newsletter-radar/avatars/jamesbulltard.jpg","title":"10/20/26 Recap","subtitle":null,"url":"https://www.jamesbulltard.com/p/102026-recap","date":"2026-10-20","published_at":"2026-10-20T14:36:40.400Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":411,"captured_words":211,"reactions":24,"comments":0,"summary":"The author says SPY closed below its 50-day average on October 19, pending home sales fell 7% from August, and crude touched $110. He argues high oil keeps rates high, but weak data may bring rate-cut talk, and expects SpaceX and Netflix earnings to matter.","topics":["macro","oil","rates","housing"],"tickers":["SPY"],"stance":"mixed","preview_note":"his open book and trades added are behind the paywall","figures":[{"alt":null,"height":1839,"src":"https://substackcdn.com/image/fetch/$s_!KAf7!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffc0f4cbe-fef4-4ec8-bb92-3ff0559c6244_1320x1839.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/fc0f4cbe-fef4-4ec8-bb92-3ff0559c6244_1320x1839.heic","width":1320},{"alt":null,"height":929,"src":"https://substackcdn.com/image/fetch/$s_!HI4X!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd51e46c7-a7dd-4f87-91c7-62a794aed35c_2358x1504.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/d51e46c7-a7dd-4f87-91c7-62a794aed35c_2358x1504.heic","width":1456}]},{"id":220429183,"pub":"junkbondinvestor","pub_name":"JunkBondInvestor","author":"junkbondinvestor","rank":38,"avatar":"/newsletter-radar/avatars/junkbondinvestor.jpg","title":"CoreWeave ($CRWV): $34 Billion of Equity and Bonds Yielding 15%...How? (Part 1)","subtitle":"The 8 biggest misconceptions about CoreWeave’s credit.","url":"https://www.junkbondinvestor.com/p/coreweave-crwv-34-billion-of-equity","date":"2026-10-20","published_at":"2026-10-20T14:02:12.388Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":3801,"captured_words":3769,"reactions":292,"comments":20,"summary":"A credit investor's guide to CoreWeave, whose bonds yield about 15% despite a roughly $34 billion market cap. He cites CDS near 1,128 basis points and works through eight misconceptions about its financing, taking no side. Part 2 will cover unit economics and docs.","topics":["credit","ai capex","neocloud"],"tickers":["CRWV"],"stance":"mixed","preview_note":null,"figures":[{"alt":null,"height":930,"src":"https://substackcdn.com/image/fetch/$s_!OK-a!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9343407d-7309-4096-af3f-8311b1f6fce3_1137x930.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/9343407d-7309-4096-af3f-8311b1f6fce3_1137x930.png","width":1137},{"alt":null,"height":994,"src":"https://substackcdn.com/image/fetch/$s_!iipc!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0b23ae64-9684-4d98-84d8-f27a0d32d1be_1149x994.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/0b23ae64-9684-4d98-84d8-f27a0d32d1be_1149x994.png","width":1149},{"alt":null,"height":791,"src":"https://substackcdn.com/image/fetch/$s_!fpOH!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb4ecb4d0-885a-48e7-8274-b70cbf851013_1873x1017.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/b4ecb4d0-885a-48e7-8274-b70cbf851013_1873x1017.png","width":1456},{"alt":null,"height":817,"src":"https://substackcdn.com/image/fetch/$s_!_8fi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff7812886-ca76-4262-8261-2375829d9e54_1617x907.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/f7812886-ca76-4262-8261-2375829d9e54_1617x907.png","width":1456},{"alt":null,"height":907,"src":"https://substackcdn.com/image/fetch/$s_!ZmSq!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8deb6f8b-f2e5-4d97-bb4d-a765f59a95c0_1591x991.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/8deb6f8b-f2e5-4d97-bb4d-a765f59a95c0_1591x991.png","width":1456},{"alt":null,"height":910,"src":"https://substackcdn.com/image/fetch/$s_!L6hR!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6cf2d377-20eb-478a-a206-badd704026ca_1600x1000.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/6cf2d377-20eb-478a-a206-badd704026ca_1600x1000.png","width":1456},{"alt":null,"height":976,"src":"https://substackcdn.com/image/fetch/$s_!tQ2V!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc24ad8df-1ecf-4367-82a4-fa5ae25c4f1c_1042x976.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/c24ad8df-1ecf-4367-82a4-fa5ae25c4f1c_1042x976.png","width":1042},{"alt":null,"height":504,"src":"https://substackcdn.com/image/fetch/$s_!uVtY!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2ffd9000-5809-4de7-a4ec-71548924bf0b_681x504.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/2ffd9000-5809-4de7-a4ec-71548924bf0b_681x504.png","width":681},{"alt":null,"height":846,"src":"https://substackcdn.com/image/fetch/$s_!Lo7f!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F981216cb-e427-4d2a-8a85-a97067567dfc_1600x930.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/981216cb-e427-4d2a-8a85-a97067567dfc_1600x930.png","width":1456}]},{"id":220405566,"pub":"farmcpareport","pub_name":"Farm CPA Report","author":"Farm CPA Report","rank":22,"avatar":"/newsletter-radar/avatars/farmcpareport.jpg","title":"Converting Your Partnership to an LLC? Check Your Conservation Contracts First","subtitle":"CSP contracts may be stuck with a smaller limit for LLCs and S corporations","url":"https://www.farmcpareport.com/p/converting-your-partnership-to-an","date":"2026-10-20","published_at":"2026-10-20T13:03:58.188Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":607,"captured_words":145,"reactions":21,"comments":0,"summary":"Explains that converting a farm partnership to an LLC may cut the Conservation Stewardship Program contract cap from $400,000 to about $200,000, even though recent law lets LLC members each get their own ARC and PLC payment limits.","topics":["agriculture","tax","policy"],"tickers":[],"stance":"none","preview_note":"the detailed rule analysis is behind the paywall","figures":[]},{"id":221268783,"pub":"citrini","pub_name":"Citrini Research","author":"Citrini","rank":1,"avatar":"/newsletter-radar/avatars/citrini.jpg","title":"Citrini Therapeutics","subtitle":"We Wanted to Use Claude to Create a New Drug. Here’s What Happened.","url":"https://www.citriniresearch.com/p/citrini-therapeutics","date":"2026-10-20","published_at":"2026-10-20T12:59:27.038Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":9633,"captured_words":3466,"reactions":344,"comments":7,"summary":"Citrini describes a three-month project using an Anthropic research model to design proteins, in which Claude spawned over 300 sub-agents overnight. The team says it began looking at life sciences as an overlooked sector with AI upside.","topics":["ai","healthcare","biotech"],"tickers":[],"stance":"bullish","preview_note":"the lab results and stock implications are behind the 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and Liquid Cooling: OCP 2026 Sharpens Power Deployment Timelines; Single-Phase Cooling Has Room to Improve","subtitle":"OCP showed earlier 800V timing and a longer single-phase cooling runway, but no major architecture shift.","url":"https://fundaai.substack.com/p/researchpower-and-liquid-cooling","date":"2026-10-20","published_at":"2026-10-20T12:51:31.340Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":5988,"captured_words":518,"reactions":10,"comments":0,"summary":"A research note from the OCP 2026 summit concluding there were no major architecture changes in power and liquid cooling. It reports NVIDIA targeting solid-state transformer readiness by 2028 and single-phase cold plates staying mainstream through 2030.","topics":["ai capex","data centers","cooling"],"tickers":["NVDA","AMD"],"stance":"neutral","preview_note":"the full themes and investor discussions are behind the paywall","figures":[]},{"id":221308565,"pub":"quoththeraven","pub_name":"QTR’s Fringe Finance","author":"Quoth the Raven","rank":25,"avatar":"/newsletter-radar/avatars/quoththeraven.jpg","title":"Sometimes, Knives Just Keep Falling","subtitle":"And there’s perhaps no better company to illustrate the point right now than CoreWeave...","url":"https://quoththeraven.substack.com/p/sometimes-knives-just-keep-falling","date":"2026-10-20","published_at":"2026-10-20T12:46:57.378Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1835,"captured_words":65,"reactions":87,"comments":14,"summary":"The author argues that buying a falling stock carries the risk of being cut, and presents CoreWeave as the clearest current example. Only the opening paragraph is visible.","topics":["ai capex","short idea"],"tickers":["CRWV"],"stance":"bearish","preview_note":"the full CoreWeave argument is behind the paywall","figures":[]},{"id":219137947,"pub":"edelbridge","pub_name":"Edelbridge Alpha","author":"Edelbridge Alpha","rank":27,"avatar":"/newsletter-radar/avatars/edelbridge.jpg","title":"Risk/Reward: Why I Sell Stocks I Still Believe In","subtitle":"Putting my money where the risk/reward is best, even when it means selling a winner","url":"https://edelbridge.substack.com/p/riskreward-why-i-sell-stocks-i-still","date":"2026-10-20","published_at":"2026-10-20T12:38:46.791Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":2034,"captured_words":57,"reactions":25,"comments":0,"summary":"The author continues a series on capital allocation, covering the principle that money should flow to the best opportunity, and begins with selling SK Square. Only the introduction is visible.","topics":["portfolio","capital allocation"],"tickers":[],"stance":"none","preview_note":"the reasoning for selling is behind the paywall","figures":[{"alt":null,"height":819,"src":"https://substackcdn.com/image/fetch/$s_!4S8B!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb834a01-a930-4263-84c5-fed6da39ef31_1672x941.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/db834a01-a930-4263-84c5-fed6da39ef31_1672x941.png","width":1456}]},{"id":221300516,"pub":"tmtbreakout","pub_name":"TMT Breakout","author":"TMT Breakout","rank":5,"avatar":"/newsletter-radar/avatars/tmtbreakout.jpg","title":"TMTB Morning Wrap","subtitle":null,"url":"https://www.tmtbreakout.com/p/tmtb-morning-wrap-eef","date":"2026-10-20","published_at":"2026-10-20T12:36:12.306Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":4181,"captured_words":358,"reactions":22,"comments":0,"summary":"A morning wrap on October 20 reporting QQQ down 70 basis points, with Korea's KOSPI off 3.7% after a neocloud IPO fell 30%. It lists analyst actions, including Loop cutting Apple to Hold and Raymond James upgrading Akamai, and Salesforce's $5.6 billion deal for Braze.","topics":["earnings","tech","analyst notes"],"tickers":["AAPL","AKAM","CRM"],"stance":"mixed","preview_note":"more analyst notes and items are behind the paywall","figures":[{"alt":null,"height":549,"src":"https://substackcdn.com/image/fetch/$s_!bo5e!,w_2400,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F446c2baa-0dae-49e6-b4ec-68126ee2d3e7_1093x549.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/446c2baa-0dae-49e6-b4ec-68126ee2d3e7_1093x549.png","width":1093},{"alt":null,"height":499,"src":"https://substackcdn.com/image/fetch/$s_!9zwx!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0fbbeba7-a934-4bdf-b8c5-bf66b34c9022_1036x499.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/0fbbeba7-a934-4bdf-b8c5-bf66b34c9022_1036x499.png","width":1036}]},{"id":221308101,"pub":"bonnerprivateresearch","pub_name":"Bonner Private Research","author":"Bonner Private Research","rank":14,"avatar":"/newsletter-radar/avatars/bonnerprivateresearch.jpg","title":"The Death Zone","subtitle":"Thanks to Joe Biden and Donald Trump, who together added $20 trillion to US debt in the last ten years, we have reached the death zone. Even small increases in interest rates can spin out of control.","url":"https://www.bonnerprivateresearch.com/p/the-death-zone","date":"2026-10-20","published_at":"2026-10-20T12:34:59.091Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":868,"captured_words":859,"reactions":120,"comments":58,"summary":"The author argues that US debt has reached a level where even small rate increases can spiral, and cites a New York Fed study on tariffs adding to goods inflation. 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($HAIN) update + Diversified Botanics Inc. Files","url":"https://www.petition11.com/p/hain-celestial-bankruptcy-risk","date":"2026-10-20","published_at":"2026-10-20T12:04:16.008Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":2126,"captured_words":665,"reactions":25,"comments":0,"summary":"Updates the distressed outlook for Hain Celestial: sales keep declining after the annual report on September 14, and about $558 million of revolver and term loan debt falls due December 22, 2026. It also covers a new kratom-seller bankruptcy.","topics":["credit","distressed","bankruptcy"],"tickers":["HAIN"],"stance":"bearish","preview_note":null,"figures":[{"alt":null,"height":322,"src":"https://substackcdn.com/image/fetch/$s_!PZF2!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7bd5b5a0-648e-42b6-9fad-950afc7a73e6_1007x895.webp","url":"https://substackcdn.com/image/fetch/$s_!PZF2!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7bd5b5a0-648e-42b6-9fad-950afc7a73e6_1007x895.webp","width":363},{"alt":null,"height":463,"src":"https://substackcdn.com/image/fetch/$s_!y6lO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe5b17e4d-3c36-4843-8b93-1c4fa0f29951_768x463.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/e5b17e4d-3c36-4843-8b93-1c4fa0f29951_768x463.png","width":768},{"alt":null,"height":678,"src":"https://substackcdn.com/image/fetch/$s_!9e65!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0873fd4c-16fb-45ff-9601-b679e9d266e0_1498x698.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/0873fd4c-16fb-45ff-9601-b679e9d266e0_1498x698.png","width":1456},{"alt":null,"height":698,"src":"https://substackcdn.com/image/fetch/$s_!4JFg!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc58668e1-816a-43b6-ad0f-6d1232d592a2_1062x698.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/c58668e1-816a-43b6-ad0f-6d1232d592a2_1062x698.png","width":1062},{"alt":null,"height":678,"src":"https://substackcdn.com/image/fetch/$s_!Wits!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2b2caa0d-b1a1-48fb-bdcd-e70519c9db6e_1498x698.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/2b2caa0d-b1a1-48fb-bdcd-e70519c9db6e_1498x698.png","width":1456},{"alt":null,"height":696,"src":"https://substackcdn.com/image/fetch/$s_!0FtY!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F61b25491-4fc1-48fd-8551-95e547f8a73b_1110x696.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/61b25491-4fc1-48fd-8551-95e547f8a73b_1110x696.png","width":1110},{"alt":null,"height":291,"src":"https://substackcdn.com/image/fetch/$s_!sKOI!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F71424db3-995b-41bc-b641-92cece753341_1456x291.webp","url":"https://substack-post-media.s3.amazonaws.com/public/images/71424db3-995b-41bc-b641-92cece753341_1456x291.webp","width":1456}]},{"id":220922004,"pub":"petition","pub_name":"PETITION","author":"PETITION LLC","rank":19,"avatar":"/newsletter-radar/avatars/petition.jpg","title":"🍃New Chapter 11 Bankruptcy Filing - Diversified Botanics Inc.🍃","subtitle":"Kratom seller gets crushed by bad perception, regulators, and bloodthirsty plaintiffs’ bar.","url":"https://www.petition11.com/p/diversified-botanics-chapter-11-bankruptcy","date":"2026-10-20","published_at":"2026-10-20T11:59:36.845Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":1316,"captured_words":1292,"reactions":4,"comments":0,"summary":"Covers the October 7 Chapter 11 filing of Diversified Botanics, a Utah kratom seller with about $98 million of peak revenue. The company blames confusion with 7-OH products, regulators and plaintiffs' lawyers for its financial hardship.","topics":["bankruptcy","distressed","kratom"],"tickers":[],"stance":"none","preview_note":null,"figures":[]},{"id":220733719,"pub":"qualitycompounding","pub_name":"Compounding Quality","author":"Compounding Quality","rank":7,"avatar":"/newsletter-radar/avatars/qualitycompounding.jpg","title":"Three Stock Picks by Akre Capital Management","subtitle":"Meeting The Akre Team","url":"https://www.compoundingquality.net/p/three-stock-picks-by-akre-capital","date":"2026-10-20","published_at":"2026-10-20T11:43:34.378Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":1898,"captured_words":1931,"reactions":166,"comments":11,"summary":"Summarizes a meeting with Akre Capital Management and its Three-Legged Stool framework: an extraordinary business, talented management and reinvestment opportunities. 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Mischief","author":"Charlie Garcia","rank":12,"avatar":"/newsletter-radar/avatars/charliepgarcia.jpg","title":"I ASKED FOR 100 READERS. 341 SHOWED UP, LEFT 14,649 NOTES, AND SEVEN OF THEM JUST WON $10,000.","subtitle":"Thirty days, 34 countries and two and a half novels' worth of writing in the margins. Plus the cover my readers picked for book two.","url":"https://charliepgarcia.substack.com/p/satoshi-v-goliath-beta-reader-prize-winners","date":"2026-10-20","published_at":"2026-10-20T11:30:46.933Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":2291,"captured_words":2421,"reactions":150,"comments":121,"summary":"The author recaps a 30-day reader test of his unpublished thriller: 341 readers left 14,649 comments and seven won $10,000 in total. It is a promotional note about his novel, with no market content.","topics":["book","non-market"],"tickers":[],"stance":"none","preview_note":null,"figures":[{"alt":null,"height":819,"src":"https://substackcdn.com/image/fetch/$s_!lPd5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2bb2d673-57c0-4552-b16e-5c9bfe8335af_1672x941.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/2bb2d673-57c0-4552-b16e-5c9bfe8335af_1672x941.png","width":1456},{"alt":"Cover of Satoshi v. Goliath by Charlie Garcia: a long-haired man in black sprints toward the viewer past a dark tree and a columned Washington building, three owls perched on the yellow title.","height":1397,"src":"https://substackcdn.com/image/fetch/$s_!FMa-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6f40894b-f865-4af5-98bc-1feb04f76a01_1126x1397","url":"https://substack-post-media.s3.amazonaws.com/public/images/6f40894b-f865-4af5-98bc-1feb04f76a01_1126x1397","width":1126},{"alt":"Cover of The Archangel Rises by Charlie Garcia: a cracked stone slab with an empty human imprint, three white feathers, a silver owl pendant, trauma shears, a special operations coin and a camouflage watch.","height":1536,"src":"https://substackcdn.com/image/fetch/$s_!ntba!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb9d9b563-87ce-44c7-bd87-d711f5a63ffe_1024x1536","url":"https://substack-post-media.s3.amazonaws.com/public/images/b9d9b563-87ce-44c7-bd87-d711f5a63ffe_1024x1536","width":1024},{"alt":null,"height":819,"src":"https://substackcdn.com/image/fetch/$s_!0cE1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F062efd54-1fa8-4577-86b5-f7a4a87a798c_1672x941.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/062efd54-1fa8-4577-86b5-f7a4a87a798c_1672x941.png","width":1456},{"alt":null,"height":971,"src":"https://substackcdn.com/image/fetch/$s_!OtjW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9fd295c0-9476-4812-9647-806facb0a5c9_1536x1024.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/9fd295c0-9476-4812-9647-806facb0a5c9_1536x1024.png","width":1456}]},{"id":221148865,"pub":"capitalwars","pub_name":"Capital Wars","author":"Michael Howell","rank":6,"avatar":"/newsletter-radar/avatars/capitalwars.jpg","title":"Global Liquidity Watch: Weekly Update","subtitle":"Liquidity Declines for Second Week","url":"https://capitalwars.substack.com/p/global-liquidity-watch-weekly-update-e01","date":"2026-10-20","published_at":"2026-10-20T10:25:15.410Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1730,"captured_words":62,"reactions":30,"comments":2,"summary":"This weekly liquidity update reports that global liquidity fell for a second straight week. The author says collateral values are under pressure, the dollar remains strong, and investors are cutting risk asset exposure as volatility rises.","topics":["liquidity","macro","dollar"],"tickers":[],"stance":"bearish","preview_note":"the full data and charts sit behind the paywall","figures":[]},{"id":221278826,"pub":"macrocharts","pub_name":"Macro Charts","author":"Macro Charts","rank":26,"avatar":"/newsletter-radar/avatars/macrocharts.jpg","title":"Market Update & Signals 10/20/26","subtitle":"A follow-up on the panic. Notes on volatility, sentiment, and positioning. The setup for year-end. Update on markets, key signals/data I’m watching, and more.","url":"https://www.macrocharts.com/p/market-update-and-signals-102026","date":"2026-10-20","published_at":"2026-10-20T09:19:58.788Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1044,"captured_words":107,"reactions":30,"comments":0,"summary":"A follow-up on October 20 to the previous report's panic, saying Tech had an oversold bounce while sentiment on X was extremely bearish. The author prefers signals to opinions and plans notes on volatility, positioning and the year-end setup.","topics":["sentiment","volatility","macro"],"tickers":[],"stance":"mixed","preview_note":"the signals, charts and year-end setup are behind the paywall","figures":[{"alt":null,"height":353,"src":"https://substackcdn.com/image/fetch/$s_!OaK5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa996dc6f-d844-4f02-b6e2-03f4cb2fb7fc_370x353.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/a996dc6f-d844-4f02-b6e2-03f4cb2fb7fc_370x353.png","width":370}]},{"id":221236736,"pub":"themacrotourist","pub_name":"The MacroTourist","author":"Kevin Muir","rank":32,"avatar":"/newsletter-radar/avatars/themacrotourist.jpg","title":"M’tourist Private Feed Recap","subtitle":"for Monday, October 19th, 2026","url":"https://posts.themacrotourist.com/p/mtourist-private-feed-recap-684","date":"2026-10-20","published_at":"2026-10-20T00:01:47.507Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":237,"captured_words":0,"reactions":12,"comments":1,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[{"alt":null,"height":1000,"src":"https://substackcdn.com/image/fetch/$s_!uCG-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Feb6e9cb5-7e46-4083-bfca-c83326338f90_1400x1000.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/eb6e9cb5-7e46-4083-bfca-c83326338f90_1400x1000.png","width":1400}]},{"id":221234752,"pub":"capitolaccount","pub_name":"Capitol Account","author":"Robert Schmidt","rank":42,"avatar":"/newsletter-radar/avatars/capitolaccount.jpg","title":"Pan’s ICI Exit Follows Years of Internal Turmoil","subtitle":"Also, some big companies don’t want their shares trading as tokens; Pulte campaigns and floats policy shifts","url":"https://www.capitolaccountdc.com/p/pans-ici-exit-follows-years-of-internal","date":"2026-10-20","published_at":"2026-10-20T00:00:07.028Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1658,"captured_words":61,"reactions":3,"comments":0,"summary":"Reports that Eric Pan is resigning as president of the Investment Company Institute after years of turmoil at the trade group. Only the opening is visible.","topics":["asset management","regulation"],"tickers":[],"stance":"none","preview_note":"the rest of the report is behind the paywall","figures":[]}]},{"date":"2026-10-19","posts":[{"id":221238790,"pub":"quoththeraven","pub_name":"QTR’s Fringe Finance","author":"Quoth the Raven","rank":25,"avatar":"/newsletter-radar/avatars/quoththeraven.jpg","title":"The S&P Is Soaring, But Two-Thirds of Stocks Are Stalling","subtitle":"The S&P 500 promises broad exposure to American business. But with ten companies accounting for 40 percent of its value, investors may be far less diversified than they believe.","url":"https://quoththeraven.substack.com/p/the-s-and-p-is-soaring-but-two-thirds","date":"2026-10-19","published_at":"2026-10-19T23:57:19.068Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1766,"captured_words":60,"reactions":44,"comments":5,"summary":"The author argues that the S&P 500 is less diversified than it looks, since ten companies make up about 40 percent of its value. He says the index has risen 103 percent since early 2023 while about two-thirds of stocks stall.","topics":["breadth","concentration","equities"],"tickers":["SPY"],"stance":"bearish","preview_note":"the rest of the argument is behind the paywall","figures":[]},{"id":221149674,"pub":"georgenoble","pub_name":"The Noble Update","author":"George Noble","rank":34,"avatar":"/newsletter-radar/avatars/georgenoble.jpg","title":"Investors are refusing to pay up for AI data centers","subtitle":null,"url":"https://georgenoble.substack.com/p/investors-are-refusing-to-pay-up","date":"2026-10-19","published_at":"2026-10-19T23:01:53.514Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":434,"captured_words":555,"reactions":32,"comments":0,"summary":"The author argues that investors are refusing to pay up for AI data centers, pointing to the cancelled Firmus IPO and the delayed AirTrunk listing. He says CoreWeave is down 41% since his June short and remains a large short.","topics":["ai capex","short idea","ipo"],"tickers":["CRWV"],"stance":"bearish","preview_note":null,"figures":[]},{"id":221053695,"pub":"georgenoble","pub_name":"The Noble Update","author":"George Noble","rank":34,"avatar":"/newsletter-radar/avatars/georgenoble.jpg","title":"Wall Street still loves a company that pays 7% for money that earns 2%","subtitle":"Our short is already working, and I see another 25% downside from here:","url":"https://georgenoble.substack.com/p/wall-street-still-loves-a-company","date":"2026-10-19","published_at":"2026-10-19T20:08:10.777Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":2058,"captured_words":172,"reactions":10,"comments":2,"summary":"The author says a company paying about 7% for money that earns about 2% is a short that already works, and sees another 25% downside. He notes a new 52-week low and a bank dropping its Buy rating ahead of early November earnings.","topics":["short idea","earnings"],"tickers":[],"stance":"bearish","preview_note":"the company name, the four numbers and the price target are behind the paywall","figures":[]},{"id":221110323,"pub":"lordfed","pub_name":"Lord Fed's Gazette","author":"Lord Fed","rank":15,"avatar":"/newsletter-radar/avatars/lordfed.jpg","title":"Bear Trap","subtitle":"Between the Lines - Vol. 23","url":"https://www.lordfed.co.uk/p/this-is-how-a-year-end-melt-up-starts","date":"2026-10-19","published_at":"2026-10-19T19:23:30.158Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":811,"captured_words":46,"reactions":123,"comments":3,"summary":"The author says bonds behaved as he expected last week while stocks did not. He took a gain on 10-year calls and opened a new bond trade.","topics":["bonds","rates","trade setup"],"tickers":[],"stance":"none","preview_note":"the new bond trade details are behind the paywall","figures":[]},{"id":221200382,"pub":"hfir","pub_name":"HFI Research","author":"HFI Research","rank":17,"avatar":"/newsletter-radar/avatars/hfir.jpg","title":"Here's My Game Plan For The Oil Trade (October 19)","subtitle":null,"url":"https://www.hfir.com/p/heres-my-game-plan-for-the-oil-trade-261","date":"2026-10-19","published_at":"2026-10-19T19:03:34.250Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1468,"captured_words":186,"reactions":36,"comments":1,"summary":"The author says oil showed unusually bullish price action over the past week and is publishing a new game plan with new trades. He says his signals to watch are shifting.","topics":["oil","trade setup"],"tickers":[],"stance":"bullish","preview_note":"the specific trades and signals are behind the paywall","figures":[{"alt":"Close-up of a man playing chess board in the square","height":420,"src":"https://substackcdn.com/image/fetch/$s_!vUt-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0a1624dd-b5d6-4047-b029-2e2ed3946b09_630x420.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/0a1624dd-b5d6-4047-b029-2e2ed3946b09_630x420.jpeg","width":630},{"alt":null,"height":654,"src":"https://substackcdn.com/image/fetch/$s_!bDFq!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fdb058d4b-301c-4e4c-9d90-e6d8b69d11fa_1820x818.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/db058d4b-301c-4e4c-9d90-e6d8b69d11fa_1820x818.png","width":1456}]},{"id":220755306,"pub":"tradecompanion","pub_name":"Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion","author":"Adam Mancini","rank":10,"avatar":"/newsletter-radar/avatars/tradecompanion.jpg","title":"Bulls Bought The Friday Dip In SPX. But Can They Run It? Oct 20 Plan","subtitle":null,"url":"https://tradecompanion.substack.com/p/bulls-bought-the-friday-dip-in-spx","date":"2026-10-19","published_at":"2026-10-19T18:36:08.372Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":5406,"captured_words":360,"reactions":48,"comments":0,"summary":"The author says bulls bought a 135-point Friday dip in ES and describes how he believes institutions use failed breakdowns to accumulate. He lists the 7835 area as the next backtest target for bulls.","topics":["trade setup","futures","spx"],"tickers":["SPY"],"stance":"bullish","preview_note":"the detailed plan for October 20 is behind the paywall","figures":[]},{"id":221176620,"pub":"bisoninvest","pub_name":"Bison Insights","author":"Josh Young","rank":24,"avatar":"/newsletter-radar/avatars/bisoninvest.jpg","title":"Big News for a Top Idea","subtitle":"The Stock Price is Soaring - More to Come?","url":"https://www.bisoninsights.info/p/big-news-for-a-top-idea","date":"2026-10-19","published_at":"2026-10-19T16:45:50.326Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":551,"captured_words":548,"reactions":42,"comments":0,"summary":"The author says a top oil stock idea from Bison Insights jumped on good news, having outperformed since he first shared it in April. He argues the stock is still cheap and promotes a 25% subscription discount.","topics":["oil","earnings","buybacks"],"tickers":[],"stance":"bullish","preview_note":null,"figures":[{"alt":null,"height":728,"src":"https://substackcdn.com/image/fetch/$s_!epGJ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8fdf96f5-88d8-4b1f-ba06-356183a136a1_3760x1879.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/8fdf96f5-88d8-4b1f-ba06-356183a136a1_3760x1879.png","width":1456}]},{"id":220797117,"pub":"fundaai","pub_name":"FUNDA","author":"FUNDA","rank":9,"avatar":"/newsletter-radar/avatars/fundaai.jpg","title":"Deep|LLM: Enterprise AI Adoption Survey (Vol. 6) - In Our Sample: AI Spending Growth Expected to Slow; Routine Work Shifts to Lower-Cost Models","subtitle":"The sixth edition of our survey: insights from six companies on enterprise AI adoption and spending.","url":"https://fundaai.substack.com/p/deepllm-enterprise-ai-adoption-survey-c2c","date":"2026-10-19","published_at":"2026-10-19T16:29:46.809Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":3972,"captured_words":2955,"reactions":17,"comments":1,"summary":"This survey of six companies finds AI spending growth expected to slow at most, with routine work shifting to cheaper models. It reports one lender plans to cancel a specialist tool in favour of an in-house workflow.","topics":["ai adoption","enterprise ai","survey"],"tickers":[],"stance":"none","preview_note":"the full interview detail is behind the paywall","figures":[{"alt":"I. AI Spending Growth and Budget Expectations - six interviewed companies","height":1365,"src":"https://substackcdn.com/image/fetch/$s_!9uyF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9507ee32-e867-4414-8547-b514aef9574c_2200x2062.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/9507ee32-e867-4414-8547-b514aef9574c_2200x2062.png","width":1456},{"alt":"II. Subscription and API Spending - six interviewed companies","height":1373,"src":"https://substackcdn.com/image/fetch/$s_!C6Ah!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F37771a61-81b6-4fda-b5a9-ca4487b75d29_2200x2075.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/37771a61-81b6-4fda-b5a9-ca4487b75d29_2200x2075.png","width":1456},{"alt":"III. Budget and Usage Management - six interviewed companies","height":3148,"src":"https://substackcdn.com/image/fetch/$s_!oeje!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff9fbc4e2-f30d-43f3-8cdf-13282e5e0013_2200x4756.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/f9fbc4e2-f30d-43f3-8cdf-13282e5e0013_2200x4756.png","width":1456},{"alt":"IV. ROI Measurement and Outcomes - six interviewed companies","height":1508,"src":"https://substackcdn.com/image/fetch/$s_!fvoh!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc5c8b773-17c9-49c1-b41b-d6e81fe354a1_2200x2279.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/c5c8b773-17c9-49c1-b41b-d6e81fe354a1_2200x2279.png","width":1456},{"alt":"V. Frontier Models - six interviewed companies","height":1818,"src":"https://substackcdn.com/image/fetch/$s_!-UQG!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6bf2c842-4ae0-4e26-b6c0-dc93bcaa7f23_2200x2747.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/6bf2c842-4ae0-4e26-b6c0-dc93bcaa7f23_2200x2747.png","width":1456},{"alt":"VI. Open-Weight and Closed-Source Models - six interviewed companies","height":2407,"src":"https://substackcdn.com/image/fetch/$s_!tolV!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F141caa29-899d-4f59-aefe-5796b5125949_2200x3637.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/141caa29-899d-4f59-aefe-5796b5125949_2200x3637.png","width":1456},{"alt":"VII. Applications - six interviewed companies","height":1198,"src":"https://substackcdn.com/image/fetch/$s_!15b9!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0ab878f6-5bb5-4554-abaf-adf13101c12b_2200x1810.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/0ab878f6-5bb5-4554-abaf-adf13101c12b_2200x1810.png","width":1456}]},{"id":221171467,"pub":"pinebrookcap","pub_name":"David Cervantes | Pinebrook Capital","author":"David Cervantes","rank":46,"avatar":"/newsletter-radar/avatars/pinebrookcap.jpg","title":"Market Commentary","subtitle":"SMH After –20%: Credit Is the Tell","url":"https://www.pinebrookcap.com/p/smh-etf-drawdown-analysis-credit-spreads","date":"2026-10-19","published_at":"2026-10-19T16:11:19.800Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1106,"captured_words":450,"reactions":16,"comments":0,"summary":"The author argues that history points to lower lows for SMH after a 20% correction, and that single-B and CCC credit spreads are the signal to watch. He still stays long into hyperscaler capex guidance on October 28 and 29, and gives a downside range of $436 to $378.","topics":["semiconductors","credit","trade setup"],"tickers":["SMH"],"stance":"mixed","preview_note":"the scenario table and remaining analysis sit behind the paywall","figures":[{"alt":null,"height":762,"src":"https://substackcdn.com/image/fetch/$s_!xrHg!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc91fe37a-6984-48b0-b15e-15bccb0787bf_1734x907.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/c91fe37a-6984-48b0-b15e-15bccb0787bf_1734x907.png","width":1456},{"alt":null,"height":215,"src":"https://substackcdn.com/image/fetch/$s_!Vv_P!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd56636b6-13c0-4f1f-a2d0-123a514a0709_648x215.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/d56636b6-13c0-4f1f-a2d0-123a514a0709_648x215.png","width":648},{"alt":null,"height":736,"src":"https://substackcdn.com/image/fetch/$s_!91gp!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F81d427d1-a681-43f9-ba6d-066743d56562_1305x736.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/81d427d1-a681-43f9-ba6d-066743d56562_1305x736.png","width":1305}]},{"id":221157447,"pub":"whatarewedoingonthedesk","pub_name":"WHAT ARE WE DOING?  “Contrarians At The Gate”","author":"Danny, Vinnie and Porter","rank":29,"avatar":"/newsletter-radar/avatars/whatarewedoingonthedesk.jpg","title":"PADILLA GOES TO IOWA","subtitle":"Talking AI and Field of Dreams","url":"https://whatarewedoingonthedesk.substack.com/p/padilla-goes-to-iowa","date":"2026-10-19","published_at":"2026-10-19T16:03:52.749Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1866,"captured_words":123,"reactions":23,"comments":2,"summary":"The authors say the current AI cycle shares traits with both the dot-com era and the 2007-2008 financial crisis, because of debt-fuelled growth with little regard for equity valuations. They decline to name specific stocks given recent sector volatility.","topics":["ai capex","credit","valuation"],"tickers":[],"stance":"bearish","preview_note":"the full comparison and any conclusions are behind the paywall","figures":[]},{"id":221158512,"pub":"backofthenapkinbios","pub_name":"Back of the Napkin Bios","author":"Back of the Napkin Bios","rank":45,"avatar":"/newsletter-radar/avatars/backofthenapkinbios.jpg","title":"PRAX: 102 Days","subtitle":"The Smell of a Franchise","url":"https://www.botn.bio/p/prax-102-days","date":"2026-10-19","published_at":"2026-10-19T15:29:57.529Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1966,"captured_words":285,"reactions":8,"comments":0,"summary":"The author argues Praxis Precision Medicines offers an asymmetric payoff into two FDA decisions on December 27 and January 29 and a Phase 3 readout. He says shares near $248 reflect a steep discount for binary risk.","topics":["biotech","fda","trade setup"],"tickers":["PRAX"],"stance":"bullish","preview_note":"the price target and detailed model are behind the paywall","figures":[]},{"id":221144360,"pub":"jamesbulltard","pub_name":"The Running Of The Bulltards","author":"James Bulltard","rank":4,"avatar":"/newsletter-radar/avatars/jamesbulltard.jpg","title":"10/19/26 Recap","subtitle":null,"url":"https://www.jamesbulltard.com/p/101926-recap","date":"2026-10-19","published_at":"2026-10-19T15:18:56.172Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1012,"captured_words":186,"reactions":25,"comments":0,"summary":"The author recaps the October 19 session, saying SPY gapped up on Iran deal headlines but was rejected at its 50-day average. He calls it a deadbeat bounce unless the market closes above key averages, and lists big earnings this week.","topics":["earnings","oil","trade setup"],"tickers":["SPY"],"stance":"neutral","preview_note":"the scans, open book and trades are behind the paywall","figures":[{"alt":null,"height":1798,"src":"https://substackcdn.com/image/fetch/$s_!_O1N!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe8e87768-8d30-4950-adf8-a41999abd5ef_1320x1798.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/e8e87768-8d30-4950-adf8-a41999abd5ef_1320x1798.heic","width":1320},{"alt":null,"height":1049,"src":"https://substackcdn.com/image/fetch/$s_!mSGi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F76f5124a-a8d6-4925-b5a7-4ceebf8d6ed2_2160x1556.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/76f5124a-a8d6-4925-b5a7-4ceebf8d6ed2_2160x1556.heic","width":1456}]},{"id":221165045,"pub":"dougcasey","pub_name":"Doug Casey's Crisis Investing","author":"Matt Smith @ Crisis Investing","rank":20,"avatar":"/newsletter-radar/avatars/dougcasey.jpg","title":"[Invest alongside Doug in this new private placement","subtitle":"A C$1 million raise in a C$15 million silver explorer. Doug's in. I'm in. It won't stay open long.","url":"https://www.crisisinvesting.com/p/invest-alongside-doug-in-this-new-0a8","date":"2026-10-19","published_at":"2026-10-19T15:17:50.563Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":946,"captured_words":129,"reactions":2,"comments":0,"summary":"The author invites members to join a C$1 million private placement in Silver Pony Resources, a C$15 million silver explorer that Doug Casey backs. He says the offer will not stay open long.","topics":["silver","mining","private placement"],"tickers":[],"stance":"bullish","preview_note":"the terms and how to participate are behind the paywall","figures":[{"alt":null,"height":500,"src":"https://substackcdn.com/image/fetch/$s_!RU0c!,w_56,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1fc04ed-2bc2-4b5f-9ba4-d4a32ae6dccd_500x500.png","url":"https://substackcdn.com/image/fetch/$s_!RU0c!,w_56,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1fc04ed-2bc2-4b5f-9ba4-d4a32ae6dccd_500x500.png","width":500}]},{"id":221142694,"pub":"dougcasey","pub_name":"Doug Casey's Crisis Investing","author":"Matt Smith @ Crisis Investing","rank":20,"avatar":"/newsletter-radar/avatars/dougcasey.jpg","title":"Do you know when the bottom is? I don’t.","subtitle":"A reminder that dollar-cost averaging often makes sense.","url":"https://www.crisisinvesting.com/p/do-you-know-when-the-bottom-is-i","date":"2026-10-19","published_at":"2026-10-19T15:07:32.453Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":1304,"captured_words":1280,"reactions":42,"comments":16,"summary":"The author argues that nobody can predict market bottoms and that dollar-cost averaging is a dull but sensible way to put cash to work. He also recommends holding cash for emergencies and for buying stocks on sale.","topics":["investing","cash","dollar-cost averaging"],"tickers":[],"stance":"none","preview_note":null,"figures":[{"alt":null,"height":971,"src":"https://substackcdn.com/image/fetch/$s_!46Y1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5f53326b-579d-4df3-ba67-3ed3993142bf_1536x1024.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/5f53326b-579d-4df3-ba67-3ed3993142bf_1536x1024.jpeg","width":1456}]},{"id":221143235,"pub":"georgenoble","pub_name":"The Noble Update","author":"George Noble","rank":34,"avatar":"/newsletter-radar/avatars/georgenoble.jpg","title":"The fuel America can't make enough of is at a record price","subtitle":null,"url":"https://georgenoble.substack.com/p/the-fuel-america-cant-make-enough","date":"2026-10-19","published_at":"2026-10-19T14:33:29.397Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":601,"captured_words":646,"reactions":18,"comments":0,"summary":"The author argues that US utilities are locking in uranium at record prices, citing a $96.50 per pound long-term contract price and 186 million uncontracted pounds through 2035. He says supply takes 10 to 20 years to develop.","topics":["uranium","energy","nuclear"],"tickers":[],"stance":"bullish","preview_note":null,"figures":[{"alt":null,"height":512,"src":"https://substackcdn.com/image/fetch/$s_!h4OY!,w_56,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8a586390-8999-4a48-a2f3-4843a1d37ac2_512x512.png","url":"https://substackcdn.com/image/fetch/$s_!h4OY!,w_56,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8a586390-8999-4a48-a2f3-4843a1d37ac2_512x512.png","width":512}]},{"id":221145525,"pub":"quoththeraven","pub_name":"QTR’s Fringe Finance","author":"Quoth the Raven","rank":25,"avatar":"/newsletter-radar/avatars/quoththeraven.jpg","title":"One Month Later, The Thesis Looks Better","subtitle":"An analyst I highlighted in September just got some validation, with new company guidance suggesting potential upside could be more than expected.","url":"https://quoththeraven.substack.com/p/one-month-later-the-thesis-looks","date":"2026-10-19","published_at":"2026-10-19T13:48:13.515Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1222,"captured_words":43,"reactions":31,"comments":9,"summary":"The author updates a September 22 piece on a stock he said could deliver a $500 million earnings surprise, citing analyst Gordon Johnson. He says new company guidance validates the thesis.","topics":["earnings","short idea"],"tickers":[],"stance":"mixed","preview_note":"the company name and guidance details are behind the paywall","figures":[]},{"id":221141562,"pub":"michaeljburry","pub_name":"Cassandra Unchained","author":"Michael Burry","rank":2,"avatar":"/newsletter-radar/avatars/michaeljburry.jpg","title":"Abridged Version Foundations: Performance in the Next Bear Market & the Caldera Under S. Park & Wall","subtitle":"Detailed study of leaders versus broken stocks, market breadth and what it means for performance in the next bear market","url":"https://michaeljburry.substack.com/p/abridged-version-foundations-performance","date":"2026-10-19","published_at":"2026-10-19T13:13:24.217Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1673,"captured_words":282,"reactions":151,"comments":11,"summary":"The author presents an abridged study of market leaders versus broken stocks and breadth, arguing that inflation has historically hurt real equity returns, citing 1966-1982 and 1929-1949 declines. He notes the S&P 500's October 6 record high looks like earlier ones.","topics":["breadth","inflation","bear market"],"tickers":["SPY"],"stance":"bearish","preview_note":"the study of leaders versus broken stocks is behind the paywall","figures":[{"alt":null,"height":311,"src":"https://substackcdn.com/image/fetch/$s_!ahTk!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc9c654b4-8a08-427b-89b8-7c744c94e271_779x311.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/c9c654b4-8a08-427b-89b8-7c744c94e271_779x311.png","width":779}]},{"id":220361523,"pub":"farmcpareport","pub_name":"Farm CPA Report","author":"Farm CPA Report","rank":22,"avatar":"/newsletter-radar/avatars/farmcpareport.jpg","title":"Your Child Probably Already Has a Trump Account. Here’s How to Claim It.","subtitle":"Treasury automatically set up Trump Accounts for all eligible children","url":"https://www.farmcpareport.com/p/your-child-probably-already-has-a","date":"2026-10-19","published_at":"2026-10-19T12:57:36.923Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":392,"captured_words":135,"reactions":11,"comments":0,"summary":"The author says Treasury opened Trump Accounts for roughly 70 million children by October 1, and explains that a parent must claim each account through an app or web portal. He adds that the $1,000 deposit is a separate step.","topics":["personal finance","policy"],"tickers":[],"stance":"none","preview_note":"the steps for the $1,000 deposit are behind the paywall","figures":[]},{"id":221137266,"pub":"bonnerprivateresearch","pub_name":"Bonner Private Research","author":"Bonner Private Research","rank":14,"avatar":"/newsletter-radar/avatars/bonnerprivateresearch.jpg","title":"What else could go wrong?","subtitle":null,"url":"https://www.bonnerprivateresearch.com/p/what-else-could-go-wrong","date":"2026-10-19","published_at":"2026-10-19T12:40:22.922Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":936,"captured_words":940,"reactions":136,"comments":58,"summary":"The author surveys a turbulent week, citing a US fiscal-year deficit of $1.99 trillion and rising debt service costs. The post mixes political commentary on White House departures with his bearish view on the fiscal position.","topics":["debt","deficit","macro","politics"],"tickers":[],"stance":"bearish","preview_note":null,"figures":[{"alt":null,"height":683,"src":"https://substackcdn.com/image/fetch/$s_!C2MO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcd537f1b-ef7c-4fd8-84f7-afe6c72a538e_1024x683.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/cd537f1b-ef7c-4fd8-84f7-afe6c72a538e_1024x683.jpeg","width":1024}]},{"id":221137514,"pub":"fundaai","pub_name":"FUNDA","author":"FUNDA","rank":9,"avatar":"/newsletter-radar/avatars/fundaai.jpg","title":"Research|LLM: DeepSeek V4.1-Flash-1017 Reaches the Top Tier of Open-Weight Models, Still Behind Proprietary Frontrunners","subtitle":"Faster, lower-cost coding and agent tasks intensify competition","url":"https://fundaai.substack.com/p/deepllm-deepseek-v41-flash-1017-reaches","date":"2026-10-19","published_at":"2026-10-19T12:25:20.394Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":2318,"captured_words":787,"reactions":10,"comments":0,"summary":"The authors say DeepSeek's V4.1-Flash-1017 joins the top tier of open-weight models with gains on all 11 benchmarks. They argue it has not narrowed the gap to leading proprietary models such as Opus 5.5.","topics":["ai models","open-weight","deepseek"],"tickers":[],"stance":"neutral","preview_note":"the benchmark comparisons and rest of the analysis are behind the paywall","figures":[{"alt":"DeepSeek reports gains across all eleven benchmarks for the October update.","height":920,"src":"https://substackcdn.com/image/fetch/$s_!vOFx!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F41fb1b51-24ec-48ac-8363-58fb8b528032_1700x1074.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/41fb1b51-24ec-48ac-8363-58fb8b528032_1700x1074.png","width":1456},{"alt":"DeepSeek reports gains across all eleven benchmarks for the October update.","height":884,"src":"https://substackcdn.com/image/fetch/$s_!Hh47!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F801a20cd-f5c7-4210-acc1-ee8477e72d13_1700x1032.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/801a20cd-f5c7-4210-acc1-ee8477e72d13_1700x1032.png","width":1456},{"alt":"DeepSeek reports gains across all eleven benchmarks for the October update.","height":920,"src":"https://substackcdn.com/image/fetch/$s_!j67g!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b5b1324-4a78-4f51-a168-4310dc5a1c1b_1700x1074.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/9b5b1324-4a78-4f51-a168-4310dc5a1c1b_1700x1074.png","width":1456},{"alt":"DeepSeek reports gains across all eleven benchmarks for the October update.","height":884,"src":"https://substackcdn.com/image/fetch/$s_!zxZX!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9e873b2-aa61-4e49-8303-5159a00e6371_1700x1032.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/e9e873b2-aa61-4e49-8303-5159a00e6371_1700x1032.png","width":1456},{"alt":"September DeepSeek results and proprietary model scores are shown separately; independent October-update results are not available.","height":1134,"src":"https://substackcdn.com/image/fetch/$s_!sJzZ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F7b51c127-5012-46f5-b3fd-2a10f797605a_1700x1324.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/7b51c127-5012-46f5-b3fd-2a10f797605a_1700x1324.png","width":1456},{"alt":"September DeepSeek results and proprietary model scores are shown separately; independent October-update results are not available.","height":1134,"src":"https://substackcdn.com/image/fetch/$s_!Te0n!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff77357ce-d9a5-4f43-aa63-8efdd2da0d81_1700x1324.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/f77357ce-d9a5-4f43-aa63-8efdd2da0d81_1700x1324.png","width":1456}]},{"id":221057538,"pub":"quoththeraven","pub_name":"QTR’s Fringe Finance","author":"Quoth the Raven","rank":25,"avatar":"/newsletter-radar/avatars/quoththeraven.jpg","title":"If OpenAI And Anthropic IPOs Flop, These Stocks Could Suffer","subtitle":"Some of the world's largest public companies have billions riding on private AI valuations that may not survive public market scrutiny.","url":"https://quoththeraven.substack.com/p/if-openai-and-anthropic-ipos-flop","date":"2026-10-19","published_at":"2026-10-19T11:43:51.671Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1534,"captured_words":199,"reactions":52,"comments":19,"summary":"The author lists large public companies with financial exposure to OpenAI and Anthropic, and argues that weak IPO reception could hurt them. He notes reports that Anthropic's expected valuation may be falling from levels near $2 trillion.","topics":["ai capex","ipo","valuation"],"tickers":[],"stance":"bearish","preview_note":"the list of exposed companies and amounts is behind the paywall","figures":[{"alt":null,"height":387,"src":"https://substackcdn.com/image/fetch/$s_!sS7I!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F16b2fc1d-d142-4c55-8153-691ee8e57879_663x387.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/16b2fc1d-d142-4c55-8153-691ee8e57879_663x387.jpeg","width":663}]},{"id":221042698,"pub":"charliepgarcia","pub_name":"Capital Mischief","author":"Charlie Garcia","rank":12,"avatar":"/newsletter-radar/avatars/charliepgarcia.jpg","title":"Trump Has 15 Days and Iran Has Five Years. That Is the Whole Election.","subtitle":"135 strikes. 84 sites. Five governments blamed falling debris. Your diesel is $6.18 because the part that broke takes until 2029 to replace.","url":"https://charliepgarcia.substack.com/p/iran-gulf-strikes-diesel-prices-midterms","date":"2026-10-19","published_at":"2026-10-19T11:31:35.653Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":4558,"captured_words":3168,"reactions":223,"comments":123,"summary":"The author writes a mock intelligence briefing on day 234 of a war with Iran, citing 135 attacks on 84 Gulf sites and a $6.18 national diesel average. He argues the damage takes years to repair and links it to the midterms.","topics":["oil","iran","energy","macro"],"tickers":[],"stance":"bearish","preview_note":"the rest of the briefing is behind the paywall","figures":[{"alt":"President Trump in a white USA cap sits at a table in a curtained room with Marco Rubio and Susie Wiles, a man in the foreground turned toward him, and an easel map of the Middle East labeled Operation Epic Fury with red target markers and warship 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$5.549, ultimate $6.049 and BP diesel $6.599 a gallon.","height":1333,"src":"https://substackcdn.com/image/fetch/$s_!jCLg!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9feda523-7c1b-499c-a523-da62e336c033_2000x1333","url":"https://substack-post-media.s3.amazonaws.com/public/images/9feda523-7c1b-499c-a523-da62e336c033_2000x1333","width":2000}]},{"id":221127410,"pub":"franktrading","pub_name":"Frank's Substack","author":"Frank Trading","rank":49,"avatar":"/newsletter-radar/avatars/franktrading.jpg","title":"10/19/2026 Trading Recap and Outlook","subtitle":"Positioning for a Collapse in the Upper Arm of the K-Shaped Economy","url":"https://franktrading.substack.com/p/10122026-trading-recap-and-outlook-641","date":"2026-10-19","published_at":"2026-10-19T11:13:26.705Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":6746,"captured_words":3549,"reactions":16,"comments":0,"summary":"The author recaps a week where his tech short and value long calls paid off, with SOXX down 11.8% and the Dow up 0.67%. He plans to keep shorting semiconductors, add XLY, and keep India on the long list.","topics":["trade setup","rotation","semiconductors"],"tickers":["SOXX","XLY","DIA","XLV"],"stance":"bearish","preview_note":"the rest of the plan and trade levels are behind the paywall","figures":[{"alt":null,"height":749,"src":"https://substackcdn.com/image/fetch/$s_!86aZ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F362d06b5-ecf3-4459-9ba0-c90d098bc0e2_1908x982.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/362d06b5-ecf3-4459-9ba0-c90d098bc0e2_1908x982.png","width":1456}]},{"id":221110561,"pub":"franktrading","pub_name":"Frank's Substack","author":"Frank Trading","rank":49,"avatar":"/newsletter-radar/avatars/franktrading.jpg","title":"10/19/2026 复盘与展望","subtitle":"准备交易K形经济的上腿崩塌","url":"https://franktrading.substack.com/p/10192026","date":"2026-10-19","published_at":"2026-10-19T11:12:19.206Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":6055,"captured_words":96,"reactions":35,"comments":1,"summary":"This is the Chinese-language version of the author's October 19 recap. He says his picks gained as tech weakened, and plans to keep shorting semiconductors and add XLY while holding India as a long.","topics":["trade setup","rotation","semiconductors"],"tickers":["SOXX","XLY","DIA","XLV"],"stance":"bearish","preview_note":"the remaining plan is behind the paywall","figures":[{"alt":null,"height":1186,"src":"https://substackcdn.com/image/fetch/$s_!Wnp4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe321fe1e-903d-421c-855b-167fccedb265_1554x1266.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/e321fe1e-903d-421c-855b-167fccedb265_1554x1266.png","width":1456},{"alt":null,"height":636,"src":"https://substackcdn.com/image/fetch/$s_!947M!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1d65c4e-ca52-4e9f-9b65-0dd4332116df_1638x716.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/a1d65c4e-ca52-4e9f-9b65-0dd4332116df_1638x716.png","width":1456}]},{"id":221120530,"pub":"capitalwars","pub_name":"Capital Wars","author":"Michael Howell","rank":6,"avatar":"/newsletter-radar/avatars/capitalwars.jpg","title":"Understanding The Bond Sell-Off","subtitle":"The Post-COVID Madness Is Over","url":"https://capitalwars.substack.com/p/understanding-the-bond-sell-off","date":"2026-10-19","published_at":"2026-10-19T10:12:44.932Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1866,"captured_words":147,"reactions":38,"comments":12,"summary":"The author argues that the post-COVID era of ultra-low rates is over and that normal long-term yields have returned, citing Sidney Homer's history of interest rates. He asks whether bonds are worth buying again and begins explaining why yields are high.","topics":["bonds","rates","macro"],"tickers":[],"stance":"neutral","preview_note":"the explanation of high yields and his conclusion are behind the paywall","figures":[{"alt":null,"height":298,"src":"https://substackcdn.com/image/fetch/$s_!CvZi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faef0a683-2d6e-412c-9aad-5c9b13986587_429x298.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/aef0a683-2d6e-412c-9aad-5c9b13986587_429x298.png","width":429}]},{"id":221087077,"pub":"fundaai","pub_name":"FUNDA","author":"FUNDA","rank":9,"avatar":"/newsletter-radar/avatars/fundaai.jpg","title":"Weekly|Anthropic ARR, Neocloud Credit Risks, TSM & ASML, Muse Wonder, Physical AI, Enterprise AI Spending, BE","subtitle":null,"url":"https://fundaai.substack.com/p/weeklyanthropic-arr-neocloud-credit","date":"2026-10-19","published_at":"2026-10-19T04:05:13.770Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1362,"captured_words":477,"reactions":12,"comments":0,"summary":"The authors say the AI trade is more sensitive to near-term numbers, with CoreWeave's bond yields near 15% adding credit pressure. They estimate Anthropic's September exit ARR at about $70 billion, below their $80 billion expectation.","topics":["ai capex","credit","neoclouds"],"tickers":["CRWV","TSM","ASML"],"stance":"bearish","preview_note":"the remaining sections and model details are behind the paywall","figures":[]},{"id":221038581,"pub":"themacrotourist","pub_name":"The MacroTourist","author":"Kevin Muir","rank":32,"avatar":"/newsletter-radar/avatars/themacrotourist.jpg","title":"CATCHING UP WITH KEV","subtitle":"Fear & Greed, mid-term election update, I am still short corporate credit, and did I miss the bond bottom?","url":"https://posts.themacrotourist.com/p/catching-up-with-kev-58b","date":"2026-10-19","published_at":"2026-10-19T01:04:09.124Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1457,"captured_words":69,"reactions":38,"comments":2,"summary":"The author answers a reader question on whether the CNN Fear & Greed Index reading of extreme fear signals a bounce. He says concern about the AI trade has risen over the past week. The post also covers midterms, credit and bonds.","topics":["sentiment","credit","ai capex"],"tickers":[],"stance":"none","preview_note":"his answers on the bounce, credit short and bonds are behind the paywall","figures":[{"alt":null,"height":1087,"src":"https://substackcdn.com/image/fetch/$s_!3lLo!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F856f8e13-74d2-437b-9254-bccd6b165cdf_4800x3584.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/856f8e13-74d2-437b-9254-bccd6b165cdf_4800x3584.png","width":1456}]},{"id":219487049,"pub":"themacrotourist","pub_name":"The MacroTourist","author":"Kevin Muir","rank":32,"avatar":"/newsletter-radar/avatars/themacrotourist.jpg","title":"HIKING THE BAVARIAN ALPS","subtitle":"The ‘tourist enjoys a wonderful hiking trip with his wife in Southern Germany","url":"https://posts.themacrotourist.com/p/hiking-the-bavarian-alps","date":"2026-10-19","published_at":"2026-10-19T00:27:02.977Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":271,"captured_words":272,"reactions":40,"comments":5,"summary":"The author describes a September hiking trip in the Bavarian Alps with his wife, organized through a tour company that handles luggage and route instructions. 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Substack","author":"PauloMacro","rank":23,"avatar":"/newsletter-radar/avatars/paulomacro.jpg","title":"A Regime Change in Oil","subtitle":"Positioning, Physical Markets, & Broader Thoughts","url":"https://paulomacro.substack.com/p/a-regime-change-in-oil","date":"2026-10-18","published_at":"2026-10-18T22:55:27.572Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":2584,"captured_words":114,"reactions":65,"comments":3,"summary":"The author says oil positioning data suggests traders are resisting the rally and that renewed long buying could push prices much higher. He sees signs in physical markets of a possible regime shift in crude as geopolitical risks widen.","topics":["oil","positioning","geopolitics"],"tickers":["USO"],"stance":"bullish","preview_note":"the positioning charts and physical market evidence are behind the paywall","figures":[]},{"id":221056685,"pub":"tavicosta","pub_name":"Tavi Costa","author":"Tavi Costa","rank":36,"avatar":"/newsletter-radar/avatars/tavicosta.jpg","title":"A Decade of Sticky Inflation","subtitle":null,"url":"https://tavicosta.substack.com/p/a-decade-of-sticky-inflation","date":"2026-10-18","published_at":"2026-10-18T22:04:27.516Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":44,"captured_words":44,"reactions":28,"comments":3,"summary":"The author expects a decade of sticky inflation after last week's data and argues central banks will have to cut rates anyway to keep government borrowing costs manageable. He says this combination matters for hard assets. The full report is linked.","topics":["inflation","rates","hard assets"],"tickers":[],"stance":"bullish","preview_note":null,"figures":[{"alt":null,"height":590,"src":"https://substackcdn.com/image/fetch/$s_!P4YF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff5fd7b2a-0a6f-42d4-9a77-96af86c6fec7_907x590.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/f5fd7b2a-0a6f-42d4-9a77-96af86c6fec7_907x590.jpeg","width":907}]},{"id":221053665,"pub":"pinebrookcap","pub_name":"David Cervantes | Pinebrook Capital","author":"David Cervantes","rank":46,"avatar":"/newsletter-radar/avatars/pinebrookcap.jpg","title":"Market Commentary","subtitle":"Mapping, not Forecasting","url":"https://www.pinebrookcap.com/p/ai-credit-scare-hyperscaler-capex","date":"2026-10-18","published_at":"2026-10-18T21:46:14.284Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1338,"captured_words":544,"reactions":24,"comments":0,"summary":"The author reviews a week in which the S&P 500 fell 2.0%, the Nasdaq 4.5% and SMH 10.5%. He describes Korean memory stocks and CoreWeave bonds breaking first, hot inflation alongside falling yields, and Brent at a new high, then lists where his earlier roadmap held and where it failed.","topics":["ai capex","credit","rates","oil"],"tickers":["SMH","CRWV"],"stance":"bearish","preview_note":"the section on what is driving the move and the forward view are behind the paywall","figures":[{"alt":null,"height":762,"src":"https://substackcdn.com/image/fetch/$s_!AdMs!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1a77b09d-b867-408c-80fd-602cf70b80f1_1733x907.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/1a77b09d-b867-408c-80fd-602cf70b80f1_1733x907.png","width":1456},{"alt":null,"height":785,"src":"https://substackcdn.com/image/fetch/$s_!wqnZ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F933b69c4-62aa-4ee5-96e7-58eb64235082_1368x785.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/933b69c4-62aa-4ee5-96e7-58eb64235082_1368x785.png","width":1368},{"alt":null,"height":788,"src":"https://substackcdn.com/image/fetch/$s_!eYCJ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F38a78140-bd01-47e0-a1da-8b91f4742c25_1172x788.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/38a78140-bd01-47e0-a1da-8b91f4742c25_1172x788.png","width":1172},{"alt":null,"height":826,"src":"https://substackcdn.com/image/fetch/$s_!OHZQ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff1e31366-203d-4c58-b083-6e8a2ee18a84_1861x1056.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/f1e31366-203d-4c58-b083-6e8a2ee18a84_1861x1056.png","width":1456},{"alt":null,"height":236,"src":"https://substackcdn.com/image/fetch/$s_!B7F5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F48bdd041-61d9-490a-b463-59d766a47adc_648x236.webp","url":"https://substack-post-media.s3.amazonaws.com/public/images/48bdd041-61d9-490a-b463-59d766a47adc_648x236.webp","width":648}]},{"id":221005200,"pub":"bonnerprivateresearch","pub_name":"Bonner Private Research","author":"Bonner Private Research","rank":14,"avatar":"/newsletter-radar/avatars/bonnerprivateresearch.jpg","title":"BPR Week in Review: How to escape the madness","subtitle":null,"url":"https://www.bonnerprivateresearch.com/p/bpr-week-in-review-how-to-escape","date":"2026-10-18","published_at":"2026-10-18T19:38:33.878Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":144,"captured_words":141,"reactions":26,"comments":0,"summary":"The author's weekly note says a busy week of earnings, a Fed meeting and rumors of a blown-up hedge fund is coming. It points paid readers to a colleague's note on closing a trade and promotes an International Living event.","topics":["roundup","fed","earnings"],"tickers":[],"stance":"none","preview_note":null,"figures":[{"alt":null,"height":416,"src":"https://substackcdn.com/image/fetch/$s_!vvZ1!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb4e5dfeb-e8b0-44a5-80af-c57db090177a_619x416.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/b4e5dfeb-e8b0-44a5-80af-c57db090177a_619x416.png","width":619},{"alt":null,"height":460,"src":"https://substackcdn.com/image/fetch/$s_!iYM6!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fba39d31c-f16f-4354-a552-8d8c4f8a4f0c_623x460.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/ba39d31c-f16f-4354-a552-8d8c4f8a4f0c_623x460.png","width":623}]},{"id":221026123,"pub":"thebubblebubble","pub_name":"The Bubble Bubble Report","author":"Jesse Colombo","rank":44,"avatar":"/newsletter-radar/avatars/thebubblebubble.jpg","title":"A Precious Metals & Miners Update","subtitle":"Precious metals proved resilient despite hotter-than-expected CPI and PPI reports, helped by a weaker dollar. All eyes now turn to the October 28 Fed meeting.","url":"https://thebubblebubble.substack.com/p/a-precious-metals-and-miners-update-6e6","date":"2026-10-18","published_at":"2026-10-18T19:23:32.481Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1790,"captured_words":530,"reactions":43,"comments":3,"summary":"The author reviews precious metals after hotter-than-expected September CPI (3.7%) and PPI reports, saying metals rebounded as the dollar pulled back inside its rising channel. He notes an 82.8% market chance that the Fed holds rates at its October 28 meeting.","topics":["gold","fed","inflation"],"tickers":["GLD","SLV"],"stance":"bullish","preview_note":"the rest of the precious metals and miners analysis is behind the paywall","figures":[{"alt":null,"height":603,"src":"https://substackcdn.com/image/fetch/$s_!_ekx!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F13f13f66-665f-4377-9499-e1599dc5b07f_1121x603.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/13f13f66-665f-4377-9499-e1599dc5b07f_1121x603.png","width":1121},{"alt":null,"height":841,"src":"https://substackcdn.com/image/fetch/$s_!dAmm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F35d06fdd-9885-4af4-9bda-50c16bf555fe_1393x841.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/35d06fdd-9885-4af4-9bda-50c16bf555fe_1393x841.png","width":1393}]},{"id":221001076,"pub":"edelbridge","pub_name":"Edelbridge Alpha","author":"Edelbridge Alpha","rank":27,"avatar":"/newsletter-radar/avatars/edelbridge.jpg","title":"Daniel Koss Portfolio Update (Oct 18, 2026)","subtitle":"What Happened? Where Are We? What's Next?","url":"https://edelbridge.substack.com/p/daniel-koss-portfolio-update-oct","date":"2026-10-18","published_at":"2026-10-18T17:57:05.775Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":3584,"captured_words":1,"reactions":22,"comments":8,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[{"alt":null,"height":819,"src":"https://substackcdn.com/image/fetch/$s_!OBc7!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa14c168b-036b-466b-be4e-f54d8a7545d9_1672x941.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/a14c168b-036b-466b-be4e-f54d8a7545d9_1672x941.png","width":1456}]},{"id":220734581,"pub":"junkbondinvestor","pub_name":"JunkBondInvestor","author":"junkbondinvestor","rank":38,"avatar":"/newsletter-radar/avatars/junkbondinvestor.jpg","title":"Credit Weekly: The Cost of Capital Finally Bites","subtitle":"A hot CPI print, a Treasury rally, and the levered AI supply chain repricing on what it costs to borrow","url":"https://www.junkbondinvestor.com/p/credit-weekly-the-cost-of-capital","date":"2026-10-18","published_at":"2026-10-18T16:19:07.756Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":2346,"captured_words":2339,"reactions":33,"comments":6,"summary":"The author argues that a hot September core CPI (0.33%) did not hurt bonds because investors began pricing the growth cost of a 5% 10-year yield. 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He shows breadth near oversold, with 28% of stocks above their 50-day average, and Fear & Greed in extreme fear.","topics":["breadth","week ahead","sentiment"],"tickers":["QQQ","SPY"],"stance":"mixed","preview_note":"the trade ideas and positioning for the coming week are behind the paywall","figures":[{"alt":null,"height":752,"src":"https://substackcdn.com/image/fetch/$s_!dn3w!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1302ea4d-c6fd-4104-8c6e-3ea597399d39_2400x1240.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/1302ea4d-c6fd-4104-8c6e-3ea597399d39_2400x1240.png","width":1456},{"alt":null,"height":499,"src":"https://substackcdn.com/image/fetch/$s_!FZ6r!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc2f46307-d7b0-40ae-b149-f328b8c2fafe_1511x518.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/c2f46307-d7b0-40ae-b149-f328b8c2fafe_1511x518.jpeg","width":1456},{"alt":null,"height":1027,"src":"https://substackcdn.com/image/fetch/$s_!fxxB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbe25d444-d437-4268-baec-099f0a3080d9_2452x1730.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/be25d444-d437-4268-baec-099f0a3080d9_2452x1730.png","width":1456},{"alt":null,"height":1027,"src":"https://substackcdn.com/image/fetch/$s_!gwGs!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbca12c58-aff9-4a23-be5a-d44b1a182a9e_2452x1730.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/bca12c58-aff9-4a23-be5a-d44b1a182a9e_2452x1730.png","width":1456},{"alt":null,"height":1027,"src":"https://substackcdn.com/image/fetch/$s_!yhce!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe9da47d9-7213-47f9-9115-9705dabc774a_2452x1730.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/e9da47d9-7213-47f9-9115-9705dabc774a_2452x1730.png","width":1456},{"alt":null,"height":1027,"src":"https://substackcdn.com/image/fetch/$s_!wdUm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fce7fb160-99dd-4f88-8c7c-9a7fdb73edaa_2452x1730.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/ce7fb160-99dd-4f88-8c7c-9a7fdb73edaa_2452x1730.png","width":1456},{"alt":null,"height":1043,"src":"https://substackcdn.com/image/fetch/$s_!EdL4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0029a027-2677-44de-8534-bf841c46793e_1791x1283.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/0029a027-2677-44de-8534-bf841c46793e_1791x1283.jpeg","width":1456},{"alt":null,"height":1024,"src":"https://substackcdn.com/image/fetch/$s_!0A6S!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3bda4fa3-de3a-4ae8-8432-be811706dced_1024x1024.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/3bda4fa3-de3a-4ae8-8432-be811706dced_1024x1024.jpeg","width":1024},{"alt":null,"height":708,"src":"https://substackcdn.com/image/fetch/$s_!qc_j!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F35676d37-5c97-4c6c-93ae-2297f78ab5df_1451x708.webp","url":"https://substack-post-media.s3.amazonaws.com/public/images/35676d37-5c97-4c6c-93ae-2297f78ab5df_1451x708.webp","width":1451},{"alt":null,"height":752,"src":"https://substackcdn.com/image/fetch/$s_!27iG!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffb1abdaa-5ca1-4452-9b53-4e55239b7ed3_2400x1240.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/fb1abdaa-5ca1-4452-9b53-4e55239b7ed3_2400x1240.png","width":1456},{"alt":null,"height":614,"src":"https://substackcdn.com/image/fetch/$s_!UK4c!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcea115ad-8826-4f4e-931e-ebc4ffcd87a2_2481x1046.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/cea115ad-8826-4f4e-931e-ebc4ffcd87a2_2481x1046.jpeg","width":1456},{"alt":null,"height":737,"src":"https://substackcdn.com/image/fetch/$s_!1iWK!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F50f72828-3cc7-4b12-b082-9e9ef32c8710_2071x1048.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/50f72828-3cc7-4b12-b082-9e9ef32c8710_2071x1048.jpeg","width":1456},{"alt":null,"height":541,"src":"https://substackcdn.com/image/fetch/$s_!aOSm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa94a5763-18df-447f-b871-b60a18c679da_2006x745.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/a94a5763-18df-447f-b871-b60a18c679da_2006x745.jpeg","width":1456},{"alt":null,"height":638,"src":"https://substackcdn.com/image/fetch/$s_!6pKe!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F72a10e4d-c841-49d2-8df4-43ef4eda57a2_2024x887.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/72a10e4d-c841-49d2-8df4-43ef4eda57a2_2024x887.jpeg","width":1456}]},{"id":220295711,"pub":"petition","pub_name":"PETITION","author":"PETITION LLC","rank":19,"avatar":"/newsletter-radar/avatars/petition.jpg","title":"💥Biglaw Bustle💥","subtitle":"BK Coverage: Quality Fresca I LLC & Omnis Pleasants LLC. Plus: Karyopharm Therapeutics Inc. ($KPTI).","url":"https://www.petition11.com/p/biglaw-bustle","date":"2026-10-18","published_at":"2026-10-18T15:15:34.257Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":6884,"captured_words":1165,"reactions":28,"comments":0,"summary":"This bankruptcy newsletter covers the hot September CPI and PPI reports and the roughly 28% market chance of a Fed hike on October 28. It also covers Chair Warsh's refusal to preview decisions, an AI contract-review startup advertising in the New York subway, and bankruptcy filings including Karyopharm.","topics":["fed","inflation","bankruptcy"],"tickers":["KPTI"],"stance":"mixed","preview_note":"the bankruptcy coverage of Karyopharm and the later sections are behind the paywall","figures":[{"alt":null,"height":850,"src":"https://substackcdn.com/image/fetch/$s_!bsL-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00f0498c-0c8a-466b-8a60-78f30c143023_1505x879.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/00f0498c-0c8a-466b-8a60-78f30c143023_1505x879.png","width":1456},{"alt":null,"height":847,"src":"https://substackcdn.com/image/fetch/$s_!zboQ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc32b730d-428b-4810-b968-3f335be12fcb_1513x880.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/c32b730d-428b-4810-b968-3f335be12fcb_1513x880.png","width":1456},{"alt":null,"height":598,"src":"https://substackcdn.com/image/fetch/$s_!Fp47!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6303e7db-82a2-4574-9aa5-92ba4d76c28a_448x598.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/6303e7db-82a2-4574-9aa5-92ba4d76c28a_448x598.png","width":448},{"alt":null,"height":889,"src":"https://substackcdn.com/image/fetch/$s_!TtYK!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd5dbf72f-c193-44e5-959e-657ede1ac443_1112x889.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/d5dbf72f-c193-44e5-959e-657ede1ac443_1112x889.png","width":1112},{"alt":null,"height":1366,"src":"https://substackcdn.com/image/fetch/$s_!TVKG!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcded8eab-f073-4d61-80dd-1f868626d4ab_1844x1730.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/cded8eab-f073-4d61-80dd-1f868626d4ab_1844x1730.png","width":1456},{"alt":null,"height":204,"src":"https://substackcdn.com/image/fetch/$s_!nmay!,w_1456,c_limit,f_auto,q_auto:good,fl_lossy/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb9a23a7f-fbf4-41b7-b165-028c02ca981e_480x204.gif","url":"https://substack-post-media.s3.amazonaws.com/public/images/b9a23a7f-fbf4-41b7-b165-028c02ca981e_480x204.gif","width":480},{"alt":null,"height":770,"src":"https://substackcdn.com/image/fetch/$s_!u5aR!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0aea270e-83d8-4d09-9e29-4de4c37190dd_849x770.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/0aea270e-83d8-4d09-9e29-4de4c37190dd_849x770.png","width":849},{"alt":null,"height":480,"src":"https://substackcdn.com/image/fetch/$s_!a9KV!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F043aba8f-bfc4-45f3-b837-2a7e070b5e27_360x480.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/043aba8f-bfc4-45f3-b837-2a7e070b5e27_360x480.jpeg","width":360},{"alt":null,"height":784,"src":"https://substackcdn.com/image/fetch/$s_!Z4Sc!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5149c6af-6957-42ed-b70f-80c776fad85a_601x784.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/5149c6af-6957-42ed-b70f-80c776fad85a_601x784.png","width":601}]},{"id":209991447,"pub":"petition","pub_name":"PETITION","author":"PETITION LLC","rank":19,"avatar":"/newsletter-radar/avatars/petition.jpg","title":"💥New Chapter 11 Bankruptcy Filing - Quality Fresca I, LLC💥","subtitle":"Moe's Southwest Grill franchisee salsas into chapter 11 to clean up its balance sheet","url":"https://www.petition11.com/p/quality-fresca-chapter-11-bankruptcy-filing","date":"2026-10-18","published_at":"2026-10-18T15:14:34.784Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":694,"captured_words":165,"reactions":0,"comments":0,"summary":"The author covers the August 4 chapter 11 filing of Quality Fresca I, a Moe's Southwest Grill franchisee with 69 locations. He says the case fits a run of restaurant bankruptcies driven by higher costs and inflation.","topics":["bankruptcy","restaurants"],"tickers":[],"stance":"none","preview_note":"the details of the case are behind the paywall","figures":[{"alt":null,"height":455,"src":"https://substackcdn.com/image/fetch/$s_!oXc5!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4f5a4580-33f9-4079-8a33-324b1e1222c5_768x455.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/4f5a4580-33f9-4079-8a33-324b1e1222c5_768x455.jpeg","width":768}]},{"id":220870452,"pub":"tictoctrading","pub_name":"Tic Toc's OrderFlow Newsletter","author":"Tic Toc Trading","rank":11,"avatar":"/newsletter-radar/avatars/tictoctrading.jpg","title":"Bear Market Begins.","subtitle":"Weekly Plan 10.18.26","url":"https://tictoctrading.substack.com/p/bear-market-begins-c93","date":"2026-10-18","published_at":"2026-10-18T15:14:17.084Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":3275,"captured_words":3264,"reactions":132,"comments":0,"summary":"The author says the market is not in a bear market but is overbought and expensive, citing top-ten concentration near 40%. He argues that leveraged and short-term traders are taking the losses, and describes three trading styles he uses, from never-sell index holding to short-term speculation.","topics":["market outlook","valuation","trading styles"],"tickers":["VOO"],"stance":"mixed","preview_note":null,"figures":[]},{"id":208638891,"pub":"petition","pub_name":"PETITION","author":"PETITION LLC","rank":19,"avatar":"/newsletter-radar/avatars/petition.jpg","title":"💥New Chapter 11 Bankruptcy - Omnis Pleasants💥","subtitle":"Power struggle for a power plant causes it to freefall into chapter 11, chaos follows.","url":"https://www.petition11.com/p/omnis-pleasants-bankruptcy","date":"2026-10-18","published_at":"2026-10-18T15:13:33.739Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":3597,"captured_words":64,"reactions":1,"comments":0,"summary":"The author covers the July 26 chapter 11 filing of Omnis Pleasants, owner of a roughly 1.3 gigawatt coal-fired plant in West Virginia. He describes it as a messy case and questions whether the debtor belongs in bankruptcy.","topics":["bankruptcy","power"],"tickers":[],"stance":"none","preview_note":"the details of the dispute and the case are behind the paywall","figures":[{"alt":null,"height":483,"src":"https://substackcdn.com/image/fetch/$s_!dFxH!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8891279-0cda-40a8-8c51-2d5e88bc5f69_724x483.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/a8891279-0cda-40a8-8c51-2d5e88bc5f69_724x483.jpeg","width":724}]},{"id":220878596,"pub":"dougcasey","pub_name":"Doug Casey's Crisis Investing","author":"Matt Smith @ Crisis Investing","rank":20,"avatar":"/newsletter-radar/avatars/dougcasey.jpg","title":"Weekly Recap October 18, 2026","subtitle":"Doug and Matt on oil prices, Saudi crisis, Israel fatigue and a chat with Jim Kunstler. John on corporate personhood, politicians keeping the bucks, and the existential importance of good morality.","url":"https://www.crisisinvesting.com/p/weekly-recap-october-18-2026","date":"2026-10-18","published_at":"2026-10-18T15:07:35.455Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":24,"captured_words":23,"reactions":10,"comments":0,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[]},{"id":220981870,"pub":"michaelwgreen","pub_name":"Yes, I give a fig... thoughts on markets from Michael Green","author":"Michael W. Green","rank":43,"avatar":"/newsletter-radar/avatars/michaelwgreen.jpg","title":"Be My Guest -- The Machine Responds","subtitle":"What does AI think about The Quiet Turning Series?","url":"https://www.yesigiveafig.com/p/be-my-guest-the-machine-responds","date":"2026-10-18","published_at":"2026-10-18T13:26:58.715Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":6008,"captured_words":5107,"reactions":108,"comments":22,"summary":"The author publishes an essay generated by ChatGPT in response to his Quiet Turning series. The machine estimates the odds of a slide toward authoritarianism, and he says he roughly agrees with its qualitative probabilities and calls for an end to passivity. The piece is not about markets.","topics":["ai","politics","macro"],"tickers":[],"stance":"none","preview_note":"the rest of the essay is behind the paywall","figures":[]},{"id":220985698,"pub":"tradecompanion","pub_name":"Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion","author":"Adam Mancini","rank":10,"avatar":"/newsletter-radar/avatars/tradecompanion.jpg","title":"Will SPX Bulls Try Another Rally on Monday? October 19th Plan","subtitle":null,"url":"https://tradecompanion.substack.com/p/will-spx-bulls-try-another-rally-f87","date":"2026-10-18","published_at":"2026-10-18T12:54:40.369Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":5274,"captured_words":416,"reactions":49,"comments":0,"summary":"The author argues that ES rallies begin with failed breakdowns and that bulls kept buying dips this month. He traces the October 14 drop below 7838 and the October 15 recovery of 7760, and notes that bulls still need to recover 7835 to regain control.","topics":["trade setup","es futures","technicals"],"tickers":["SPX"],"stance":"neutral","preview_note":"the plan for Monday October 19 and the actionable levels are behind the paywall","figures":[]},{"id":220976707,"pub":"quoththeraven","pub_name":"QTR’s Fringe Finance","author":"Quoth the Raven","rank":25,"avatar":"/newsletter-radar/avatars/quoththeraven.jpg","title":"Let The Morons Eat Cake","subtitle":"You can't save people who don't want to be saved.","url":"https://quoththeraven.substack.com/p/let-the-morons-eat-cake","date":"2026-10-18","published_at":"2026-10-18T12:42:50.815Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":3274,"captured_words":58,"reactions":181,"comments":58,"summary":"The visible opening recalls the author's start in forensic equity research about fifteen years ago and a 2012 exposé of Longwei Petroleum. The title suggests a theme about people who ignore warnings, but the free text cuts off before the argument.","topics":["forensic research","fraud"],"tickers":[],"stance":"none","preview_note":"the rest of the essay is behind the paywall","figures":[]},{"id":220841453,"pub":"zastocks","pub_name":"Za's Market Terminal","author":"Za","rank":28,"avatar":"/newsletter-radar/avatars/zastocks.jpg","title":"Weekly Market Report 10/18/26","subtitle":"CoreWeave, the AI trade, one group that sticks out more than any other, my portfolio, and more.","url":"https://zastocks.com/p/weekly-market-report-101826","date":"2026-10-18","published_at":"2026-10-18T12:18:41.577Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":6331,"captured_words":453,"reactions":110,"comments":12,"summary":"The author says calls for a market crash on October 19 are loud and that AI sentiment is poor after CoreWeave, Oracle and a lowered Anthropic IPO valuation. He describes a choppy market where AI leaders are in deep drawdowns while the S&P 500 sits near highs, and he promotes his subscriber chat.","topics":["ai trade","market outlook","coreweave"],"tickers":["CRWV","ORCL"],"stance":"bearish","preview_note":"the analysis of CoreWeave, VIX, Iran, midterms and his portfolio is behind the paywall","figures":[]},{"id":217975451,"pub":"qualitycompounding","pub_name":"Compounding Quality","author":"Compounding Quality","rank":7,"avatar":"/newsletter-radar/avatars/qualitycompounding.jpg","title":"Best Buys: October 2026","subtitle":null,"url":"https://www.compoundingquality.net/p/best-buys-october-2026","date":"2026-10-18","published_at":"2026-10-18T12:05:37.864Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1413,"captured_words":903,"reactions":134,"comments":0,"summary":"The author gives his monthly Best Buys update, noting the S&P 500 rose 1.8% in September and the Fear & Greed Index reads fearful. He lists the worst and best monthly performers in his universe, including Fair Isaac and Fortinet, and profiles Nu Holdings as a spotlight stock.","topics":["stock picks","earnings","fintech"],"tickers":["NU","FICO","FTNT"],"stance":"bullish","preview_note":"the full list of favorite stocks is behind the paywall","figures":[{"alt":"🔥 Free Download October Fall Wallpaper by @johnb47 | 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Mischief","author":"Charlie Garcia","rank":12,"avatar":"/newsletter-radar/avatars/charliepgarcia.jpg","title":"Dear Charlie #52: The Scammers Wanted Her Money. They Settled for Her Silence.","subtitle":"Six days about a man wearing my face, a sailor who may have been hiding his name, and a molecule whose price depends on its address. The letter I am keeping came from a woman who went quiet and only found out why on Tuesday.","url":"https://charliepgarcia.substack.com/p/dear-charlie-52-the-scammers-wanted","date":"2026-10-18","published_at":"2026-10-18T11:30:47.674Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":20035,"captured_words":0,"reactions":37,"comments":64,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[]},{"id":220821570,"pub":"macrocharts","pub_name":"Macro Charts","author":"Macro Charts","rank":26,"avatar":"/newsletter-radar/avatars/macrocharts.jpg","title":"PANIC ACTIVATED.","subtitle":"Must-see charts no one is talking about. Studying the panic and next steps. Big turns underway, one of the best setups of the year, and much more.","url":"https://www.macrocharts.com/p/panic-activated","date":"2026-10-18","published_at":"2026-10-18T11:19:14.142Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":1963,"captured_words":229,"reactions":41,"comments":0,"summary":"The author says SPY fell 2% and QQQ fell 5.5% on the week while 60% of S&P stocks and seven of eleven sectors rose, with tech the only laggard. He calls it one of the better setups of the year and promises charts and signals.","topics":["market outlook","breadth","trade setup"],"tickers":["SPY","QQQ"],"stance":"bullish","preview_note":"the five charts, top signals and portfolio plan are behind the paywall","figures":[{"alt":null,"height":521,"src":"https://substackcdn.com/image/fetch/$s_!frxi!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9a924014-5089-4517-bb83-74aa4214780a_521x521.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/9a924014-5089-4517-bb83-74aa4214780a_521x521.png","width":521},{"alt":null,"height":903,"src":"https://substackcdn.com/image/fetch/$s_!PMt4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4d72d217-d0f4-4753-b80b-9b63e3126a37_370x903.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/4d72d217-d0f4-4753-b80b-9b63e3126a37_370x903.png","width":370}]},{"id":220850544,"pub":"bonnerprivateresearch","pub_name":"Bonner Private Research","author":"Bonner Private Research","rank":14,"avatar":"/newsletter-radar/avatars/bonnerprivateresearch.jpg","title":"What the good life looks like","subtitle":null,"url":"https://www.bonnerprivateresearch.com/p/what-the-good-life-looks-like","date":"2026-10-18","published_at":"2026-10-18T02:41:41.174Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":670,"captured_words":684,"reactions":58,"comments":0,"summary":"This is a personal letter from Bill Bonner about learning French over lunches in the 1990s and how International Living helps readers live or retire abroad. It contains no market analysis.","topics":["lifestyle","expat living"],"tickers":[],"stance":"none","preview_note":null,"figures":[{"alt":"A person smiling with glasses AI-generated content may be incorrect.","height":523,"src":"https://substackcdn.com/image/fetch/$s_!PqdC!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F62d25f7e-3ca9-46e5-8897-defd39c5c9f5_936x523.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/62d25f7e-3ca9-46e5-8897-defd39c5c9f5_936x523.png","width":936}]},{"id":220827742,"pub":"dougcasey","pub_name":"Doug Casey's Crisis Investing","author":"Matt Smith @ Crisis Investing","rank":20,"avatar":"/newsletter-radar/avatars/dougcasey.jpg","title":"Invest alongside Doug in this new private placement","subtitle":"A C$1 million raise in a C$15 million silver explorer. Doug's in. I'm in. It won't stay open long.","url":"https://www.crisisinvesting.com/p/invest-alongside-doug-in-this-new-486","date":"2026-10-18","published_at":"2026-10-18T01:38:04.747Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":946,"captured_words":129,"reactions":2,"comments":0,"summary":"This is a promotion for a C$1 million private placement in Silver Pony Resources, a C$15 million silver explorer with a large district claim and a first drill program. The visible text says the author and Doug Casey are participating.","topics":["silver","private placement","mining"],"tickers":[],"stance":"bullish","preview_note":"the placement terms and details are behind the paywall","figures":[{"alt":null,"height":500,"src":"https://substackcdn.com/image/fetch/$s_!RU0c!,w_56,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1fc04ed-2bc2-4b5f-9ba4-d4a32ae6dccd_500x500.png","url":"https://substackcdn.com/image/fetch/$s_!RU0c!,w_56,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1fc04ed-2bc2-4b5f-9ba4-d4a32ae6dccd_500x500.png","width":500}]}]},{"date":"2026-10-17","posts":[{"id":220910876,"pub":"tavicosta","pub_name":"Tavi Costa","author":"Tavi Costa","rank":36,"avatar":"/newsletter-radar/avatars/tavicosta.jpg","title":"Shortage of Silver Equities","subtitle":null,"url":"https://tavicosta.substack.com/p/shortage-of-silver-equities","date":"2026-10-17","published_at":"2026-10-17T21:25:55.600Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":3402,"captured_words":77,"reactions":45,"comments":7,"summary":"The author says gold miners would be the cheapest US sector at roughly a 10% free cash flow yield, and that he is interested in silver miners. The visible text only previews a fundamental case.","topics":["silver","mining","valuation"],"tickers":[],"stance":"bullish","preview_note":"the fundamental case for silver miners is behind the paywall","figures":[{"alt":null,"height":590,"src":"https://substackcdn.com/image/fetch/$s_!n1qv!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3cd21747-6a44-423c-b652-9e15154a0d9d_773x590.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/3cd21747-6a44-423c-b652-9e15154a0d9d_773x590.png","width":773}]},{"id":220189158,"pub":"michaeljburry","pub_name":"Cassandra Unchained","author":"Michael Burry","rank":2,"avatar":"/newsletter-radar/avatars/michaeljburry.jpg","title":"Foundations: Performance in the Next Bear Market & the Caldera Under S. 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He argues the market is overvalued and that past bear markets meant a long wait for holders.","topics":["bear market","valuation","breadth"],"tickers":["SPX"],"stance":"bearish","preview_note":"the detailed study and charts are behind the paywall","figures":[{"alt":null,"height":580,"src":"https://substackcdn.com/image/fetch/$s_!8V3I!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcaefb7eb-5afc-4576-bfec-d0d607bd6503_2766x1102.svg","url":"https://substack-post-media.s3.amazonaws.com/public/images/caefb7eb-5afc-4576-bfec-d0d607bd6503_2766x1102.svg","width":1456},{"alt":"Who Collected The Kiss Bubble Gum Cards? : r/KISS","height":1133,"src":"https://substackcdn.com/image/fetch/$s_!0CqH!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F32a24755-9b23-4c1a-b486-ad9e70f32692_736x1133.jpeg","url":"https://substack-post-media.s3.amazonaws.com/public/images/32a24755-9b23-4c1a-b486-ad9e70f32692_736x1133.jpeg","width":736},{"alt":null,"height":983,"src":"https://substackcdn.com/image/fetch/$s_!dl9p!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F528bc2f1-136a-4b56-b033-1a0b8d7243a6_1456x983.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/528bc2f1-136a-4b56-b033-1a0b8d7243a6_1456x983.png","width":1456}]},{"id":220878467,"pub":"thebubblebubble","pub_name":"The Bubble Bubble Report","author":"Jesse Colombo","rank":44,"avatar":"/newsletter-radar/avatars/thebubblebubble.jpg","title":"The Precious Metals Mania Is Still Ahead","subtitle":"The naysayers say the precious metals bull market is over, but the lack of a true mania in early 2026 tells a very different story.","url":"https://thebubblebubble.substack.com/p/the-precious-metals-mania-is-still","date":"2026-10-17","published_at":"2026-10-17T20:17:49.660Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":2368,"captured_words":924,"reactions":49,"comments":7,"summary":"The author argues that the precious metals bull market is still in its early stage despite the correction since January 2026, because gold and silver never reached true mania. He compares the roughly 235% gain over 23 months with the 546% over 113 months in the 2000s.","topics":["gold","silver","precious metals"],"tickers":["CEF","GLD","SLV"],"stance":"bullish","preview_note":"the rest of the mania comparisons and charts are behind the paywall","figures":[{"alt":"https://i0.wp.com/transportgeography.org/wp-content/uploads/main_stages_bubble.png?resize=768%2C476&ssl=1","height":476,"src":"https://substackcdn.com/image/fetch/$s_!MHnF!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8598de3d-7ede-4e4e-83b3-6da6d8ff8ed2_768x476.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/8598de3d-7ede-4e4e-83b3-6da6d8ff8ed2_768x476.png","width":768},{"alt":null,"height":814,"src":"https://substackcdn.com/image/fetch/$s_!XhdO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe13cb1c2-689b-4d7d-b42f-44fec59982ef_1381x814.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/e13cb1c2-689b-4d7d-b42f-44fec59982ef_1381x814.png","width":1381}]},{"id":220877998,"pub":"georgenoble","pub_name":"The Noble Update","author":"George Noble","rank":34,"avatar":"/newsletter-radar/avatars/georgenoble.jpg","title":"The Insurance Reckoning with Tom Gober","subtitle":"Part 3 - The Secret Side Letter","url":"https://georgenoble.substack.com/p/the-insurance-reckoning-with-tom-41d","date":"2026-10-17","published_at":"2026-10-17T19:10:39.107Z","paid":false,"preview":false,"podcast":true,"type":"podcast","wordcount":351,"captured_words":350,"reactions":35,"comments":9,"summary":"This is a podcast episode note for part three of a series with Tom Gober on insurance. It covers a hidden side letter behind a reinsurance contract, offshore deals, and the claim that more than $1 trillion of life insurance assets sits offshore.","topics":["insurance","podcast","credit"],"tickers":[],"stance":"none","preview_note":null,"figures":[]},{"id":220859026,"pub":"jamesbulltard","pub_name":"The Running Of The Bulltards","author":"James Bulltard","rank":4,"avatar":"/newsletter-radar/avatars/jamesbulltard.jpg","title":"Tech Stocks Finally Broke Down","subtitle":null,"url":"https://www.jamesbulltard.com/p/tech-stocks-finally-broke-down","date":"2026-10-17","published_at":"2026-10-17T14:51:13.779Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":1224,"captured_words":1218,"reactions":69,"comments":13,"summary":"The author argues the QQQ broke a six-month uptrend and that tech will be weak for weeks or months. He suspects a large fund blew up, notes the S&P earnings yield of 5.35% against 20-year Treasuries near 5.5%, and prefers other sectors.","topics":["tech","rates","valuation"],"tickers":["QQQ","SPY"],"stance":"bearish","preview_note":null,"figures":[{"alt":null,"height":1770,"src":"https://substackcdn.com/image/fetch/$s_!NPch!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa27c88cc-aca0-4a7e-83b2-a606381ca0fa_1320x1770.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/a27c88cc-aca0-4a7e-83b2-a606381ca0fa_1320x1770.heic","width":1320},{"alt":null,"height":1816,"src":"https://substackcdn.com/image/fetch/$s_!7XRr!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F66609a1f-a61f-40a6-80ec-3403484e5a05_1320x1816.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/66609a1f-a61f-40a6-80ec-3403484e5a05_1320x1816.heic","width":1320},{"alt":null,"height":1248,"src":"https://substackcdn.com/image/fetch/$s_!q7JS!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2a8b200a-7053-4607-82e1-f36922a4a7cf_1214x1248.heic","url":"https://substack-post-media.s3.amazonaws.com/public/images/2a8b200a-7053-4607-82e1-f36922a4a7cf_1214x1248.heic","width":1214}]},{"id":220859794,"pub":"georgenoble","pub_name":"The Noble Update","author":"George Noble","rank":34,"avatar":"/newsletter-radar/avatars/georgenoble.jpg","title":"MAJOR UPDATE: Early Bird Conference Discount Extended Until Sunday 11:59 PM ET","subtitle":null,"url":"https://georgenoble.substack.com/p/major-update-early-bird-conference","date":"2026-10-17","published_at":"2026-10-17T14:45:30.190Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":134,"captured_words":132,"reactions":13,"comments":1,"summary":"This is a promotion extending an early-bird discount to the Best Technical Ideas Online Summit on October 27 and 28. The author says CoreWeave, shorted at $107 in June, closed Friday at $61.39.","topics":["conference","tech shorts"],"tickers":["CRWV"],"stance":"none","preview_note":null,"figures":[{"alt":null,"height":1398,"src":"https://substackcdn.com/image/fetch/$s_!7Bua!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd0a5767d-9be7-4d4a-b51e-0529e79c42c9_2000x1920.png","url":"https://substack-post-media.s3.amazonaws.com/public/images/d0a5767d-9be7-4d4a-b51e-0529e79c42c9_2000x1920.png","width":1456}]},{"id":220851735,"pub":"bisoninvest","pub_name":"Bison Insights","author":"Josh Young","rank":24,"avatar":"/newsletter-radar/avatars/bisoninvest.jpg","title":"This Week in Oil","subtitle":"$100 oil, outperformance, sale","url":"https://www.bisoninsights.info/p/this-week-in-oil-2ee","date":"2026-10-17","published_at":"2026-10-17T13:52:40.430Z","paid":false,"preview":false,"podcast":false,"type":"newsletter","wordcount":861,"captured_words":873,"reactions":41,"comments":0,"summary":"The author argues that WTI's rise above $100 fits a rare signal he published and that low US inventories point to higher prices. 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Mischief","author":"Charlie Garcia","rank":12,"avatar":"/newsletter-radar/avatars/charliepgarcia.jpg","title":"AI Will Make Somebody Rich. History Says It Won't Be the People Who Paid for It.","subtitle":"CoreWeave went nearly $50 billion into debt building it. Nvidia's CEO says its cost of capital is falling. The insurance market priced its default at 64% odds. Three books on who pays the bill.","url":"https://charliepgarcia.substack.com/p/ai-bubble-books-coreweave-big-short","date":"2026-10-17","published_at":"2026-10-17T11:31:09.251Z","paid":true,"preview":true,"podcast":false,"type":"newsletter","wordcount":5519,"captured_words":0,"reactions":183,"comments":74,"summary":null,"topics":[],"tickers":[],"stance":null,"preview_note":null,"figures":[]}]}],"notes":{"2026-10-24":{"text":"The week's posts cluster around one question, whether the AI trade is breaking: CoreWeave's bonds and credit default swaps, Meta's cash needs and the Nasdaq's worst session since June run through George Noble, QTR, TMT Breakout and the desk writers, with Harris Kupperman's third-quarter letter the most quoted bear case. The second theme is a liquidity turn that Michael Howell and Capital Flows both call for while Tavi Costa reads the dollar's muted reaction to the selloff as the tell. The clearest disagreement is in commodities: HFI Research and Bison argue oil is underpriced against drawn inventories and the Hormuz closure, while QTR and the Bubble Bubble see gold and the miners testing supports, and Tavi Costa and Doug Casey's letter treat the miner washout as a bottom in the making.","written_on":"2026-10-24"}},"publications":[{"subdomain":"citrini","name":"Citrini Research","author":"Citrini","url":"https://www.citriniresearch.com","rank":1,"last_rank":null,"ranking_detail":"Thousands of paid subscribers","tracked_since":"2026-10-24","source":"leaderboard","avatar":"/newsletter-radar/avatars/citrini.jpg","handle":"citrini","subscribers":265000,"subscribers_label":"265K+ subscribers","free_subscribers_rough":100000,"bestseller_tier":1000,"followers":299687,"posts_30d":1,"paid_30d":1,"free_30d":0,"last_post":"2026-10-20","median_words":9633},{"subdomain":"michaeljburry","name":"Cassandra Unchained","author":"Michael 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