thetrading.tools
ResearchUpdated daily · Oct 24, 2026

Newsletter Radar

What 47 leading finance newsletters are publishing. Select a title to read our summary and explore the original post.

Posts, 7 days
195
Publications active
43 of 47
Free · paid, 14 days
46 · 149
Summarized, 14 days
175 of 195

Latest posts

14-day window · through Oct 24, 2026

195 posts · newest first

  • Cassandra Unchained

    · #2

    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.

    PaidMixed1 figure

  • Tavi Costa

    · #36

    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.

    PaidBullish1 figure

  • The Bubble Bubble Report

    · #44

    Describes precious metals as testing key supports ahead of the Fed's October 28 decision, the November 3 midterms and a possible renewed U.S. strike on Iran. 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.

    PaidBearish2 figures

  • The Running Of The Bulltards

    · #4

    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. The author stresses these are past results, and mentions an Instacart buyout trade.

    Free5 figures

  • Eliant’s Exploits

    · #31

    A weekly note for the week of October 25 describing a calm index week with sharp factor rotation, small caps up just under 200 basis points and the Nasdaq-100 down about 80. It lists the coming FOMC meeting, Thursday's PCE data and hyperscaler earnings, and cites the author's own track record.

    PaidNeutral16 figures

  • Capital Wars

    · #6

    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.

    PaidBearish2 figures

  • Rebound Capital

    · #41

    A deep dive into ASML, presented as the only maker of EUV lithography machines, with demand said to exceed capacity through 2028. The visible part covers the company's history and how EUV works, and the outline promises sections on valuation, risks and a rating.

    Paid6 figures

  • GoldFix

    · #33

    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. No written argument is present.

    Free

  • GoldFix

    · #33

    The public preview is too short to summarize.

    Paid1 figure

  • Bison Insights

    · #24

    Reports that oil rose about 4.3% on the week while oil producer stocks lagged, and argues falling U.S. inventories could push fair value toward $150 or more. The author also cites rising speculative positioning, Hormuz transit declines and a 25% subscription discount.

    FreeBullish11 figures

  • GoldFix

    · #33

    The public preview is too short to summarize.

    Paid

  • QTR’s Fringe Finance

    · #25

    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.

    PaidBearish

  • Capital Mischief

    · #12

    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.

    FreeBearish14 figures

  • GoldFix

    · #33

    The public preview is too short to summarize.

    Paid

  • GoldFix

    · #33

    The public preview is too short to summarize.

    Paid

  • GoldFix

    · #33

    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.

    Free1 figure

  • GoldFix

    · #33

    The public preview is too short to summarize.

    Paid

  • GoldFix

    · #33

    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.

    Paid

  • GoldFix

    · #33

    The public preview is too short to summarize.

    Paid

  • GoldFix

    · #33

    The public preview is too short to summarize.

    Paid1 figure

  • GoldFix

    · #33

    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.

    PaidNeutral

  • GoldFix

    · #33

    The public preview is too short to summarize.

    Paid

  • GoldFix

    · #33

    The public preview is too short to summarize.

    Paid

  • Doomberg

    · #3

    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.

    PaidMixed2 figures

  • Capitol Account

    · #42

    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.

    Paid

Topics across the week

The week in view Editor's note · Oct 24, 2026

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.

Most common topics, 7 days
macro 26ai capex 26trade setup 21oil 20earnings 17credit 16rates 16gold 12ai 12short idea 10energy 10breadth 8valuation 8fed 7silver 7tech 7inflation 7semiconductors 6positioning 5regulation 5
Most mentioned tickers, 7 days
SPY 15CRWV 13QQQ 11META 7NVDA 5USO 4GLD 4SLV 4ES 4ASML 3SMH 3SPX 3IBM 3AAPL 2XOM 2
Stance where the author took one: 36 bullish, 49 bearish, 26 mixed, 14 neutral; 50 teaching, roundup or audio posts.

Who publishes what

The tracked publications, ranked as Substack ranks them by paid subscribers, with the total subscriber count each author's profile shows (44 of 47 publish one, 2,516,000 together) and their cadence over the last 30 days of the archive. A publication that leaves the top 50 stays tracked and shows its last rank; 3 non-English publications are left out.

#PublicationAuthorSubscribersPosts, 30dFree · paidMedian wordsLast postSize
1 Citrini ResearchCitrini265K+10 · 19,633Oct 20, 2026Thousands of paid subscribers
2 Cassandra UnchainedMichael Burry343K+41 · 33,456Oct 24, 2026Tens of thousands of paid subscribers
3 DoombergDoomberg389K+20 · 21,263Oct 24, 2026Tens of thousands of paid subscribers
4 The Running Of The BulltardsJames Bulltard17K+72 · 51,012Oct 24, 2026Thousands of paid subscribers
5 TMT BreakoutTMT Breakout17K+150 · 154,181Oct 23, 2026Thousands of paid subscribers
6 Capital WarsMichael Howell58K+40 · 41,846Oct 24, 2026Thousands of paid subscribers
7 Compounding QualityCompounding Quality554K+31 · 21,413Oct 22, 2026Thousands of paid subscribers
8 Reminiscences of a Shrub OperatorLe Shrub34K+00 · 0——Thousands of paid subscribers
9 FUNDAFUNDA17K+70 · 73,972Oct 23, 2026Thousands of paid subscribers
10 Adam Mancini's S&P 500 (SPX/ES Futures) Trade CompanionAdam Mancini—60 · 65,560Oct 23, 2026
11 Tic Toc's OrderFlow NewsletterTic Toc Trading—22 · 03,275Oct 22, 2026
12 Capital MischiefCharlie Garcia22K+73 · 45,124Oct 24, 2026Thousands of paid subscribers
13 Brinker AdvisorBob Brinker27K+00 · 0——Thousands of paid subscribers
14 Bonner Private ResearchBonner Private Research72K+97 · 2936Oct 23, 2026Thousands of paid subscribers
15 Lord Fed's GazetteLord Fed24K+21 · 11,150Oct 23, 2026Thousands of paid subscribers
16 Capital FlowsCapital Flows62K+40 · 41,635Oct 23, 2026Thousands of paid subscribers
17 HFI ResearchHFI Research21K+50 · 51,468Oct 23, 2026Hundreds of paid subscribers
19 PETITIONPETITION LLC—52 · 32,126Oct 20, 2026
20 Doug Casey's Crisis InvestingMatt Smith @ Crisis Investing33K+74 · 3946Oct 23, 2026Thousands of paid subscribers
22 Farm CPA ReportFarm CPA Report12K+50 · 5607Oct 23, 2026Thousands of paid subscribers
23 PauloMacro’s SubstackPauloMacro21K+20 · 22,584Oct 23, 2026Thousands of paid subscribers
24 Bison InsightsJosh Young15K+43 · 1861Oct 24, 2026Thousands of paid subscribers
25 QTR’s Fringe FinanceQuoth the Raven54K+130 · 131,835Oct 24, 2026Thousands of paid subscribers
26 Macro ChartsMacro Charts24K+50 · 51,195Oct 23, 2026Thousands of paid subscribers
27 Edelbridge AlphaEdelbridge Alpha9.3K+20 · 23,584Oct 20, 2026Thousands of paid subscribers
28 Za's Market TerminalZa15K+20 · 26,331Oct 20, 2026Thousands of paid subscribers
29 WHAT ARE WE DOING? “Contrarians At The Gate”Danny, Vinnie and Porter9.3K+51 · 4621Oct 23, 2026Thousands of paid subscribers
30 Dick CapitalDick Capital9K+10 · 12,842Oct 23, 2026Thousands of paid subscribers
31 Eliant’s ExploitsEliant22K+30 · 38,874Oct 24, 2026Thousands of paid subscribers
32 The MacroTouristKevin Muir40K+41 · 3302Oct 21, 2026Thousands of paid subscribers
33 GoldFixVBL20K+154 · 11458Oct 24, 2026Thousands of paid subscribers
34 The Noble UpdateGeorge Noble21K+119 · 2351Oct 23, 2026Hundreds of paid subscribers
36 Tavi CostaTavi Costa13K+51 · 43,402Oct 24, 2026Hundreds of paid subscribers
37 Campbell RambleAlexander Campbell17K+10 · 13,591Oct 21, 2026Hundreds of paid subscribers
38 JunkBondInvestorjunkbondinvestor29K+22 · 03,801Oct 20, 2026Hundreds of paid subscribers
39 M. V. Cunha's SubstackM. V. Cunha16K+10 · 13,890Oct 22, 2026Thousands of paid subscribers
40 Pippa's Pen & PodcastDr Pippa31K+00 · 0——Thousands of paid subscribers
41 Rebound CapitalMarket Sentiment26K+20 · 24,193Oct 24, 2026Thousands of paid subscribers
42 Capitol AccountRobert Schmidt4.9K+50 · 51,849Oct 23, 2026Hundreds of paid subscribers
43 Yes, I give a fig... thoughts on markets from Michael GreenMichael W. Green59K+10 · 16,008Oct 18, 2026Thousands of paid subscribers
44 The Bubble Bubble ReportJesse Colombo26K+40 · 42,061Oct 24, 2026Thousands of paid subscribers
45 Back of the Napkin BiosBack of the Napkin Bios3.3K+10 · 11,966Oct 19, 2026Hundreds of paid subscribers
46 David Cervantes | Pinebrook CapitalDavid Cervantes6.5K+30 · 31,106Oct 23, 2026Hundreds of paid subscribers
47 Mispriced AssetsNick Nemeth22K+20 · 210,095Oct 22, 2026Thousands of paid subscribers
48 Trader FergFerg19K+42 · 21,508Oct 23, 2026Thousands of paid subscribers
49 Frank's SubstackFrank Trading7K+20 · 26,746Oct 19, 2026Hundreds of paid subscribers
50 Misadventures in ShippingEdward Finley—Richardson9.7K+00 · 0——Hundreds of paid subscribers

How this page is made

Each day the fetcher reads Substack's finance leaderboard, the paid ranking behind the “#N in Finance” badge on a profile, and the public archive of every tracked publication. A free post is read whole; a paid post is read as the preview Substack shows anyone, which is what a non-subscriber sees. No login, no subscriber-only text.

Summaries are written by an editorial pass from that text, in our words, as claims attributed to the author, and never as advice. A preview's summary covers only what was visible and names what is gated. Topics and tickers are the pass's tags. Reactions and comment counts are Substack's at fetch time. Posts with no public text, such as audio-only episodes, are listed without a summary.

Where available, the article drawer includes charts and other figures visible in the public article or preview, with credit and a link to the original image. Images load from the publication's image host; subscriber-only figures are not included.

The archive began on Oct 17, 2026 and grows one day at a time. Download the radar snapshot. The post text itself is never published.