Fog City Finance Blog
John MinnesMy personal Substack with commentary on economics, financial markets, corporate governance, and monetary policy.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 157 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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fogcityfinanceblog.substack.comLatest Issues
LIV's Lifeline Runs Out
Golfing fans will be familiar with the saga of upstart professional golf league LIV Golf, funded by Saudi Arabia’s well-funded sovereign wealth fund PIF, or Public Investment Fund. The new league doled out huge sums to sign stars like Bryso...
Friday Charts and Links
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GDP. The Atlanta Fed’s GDPNow model points to 1.3% GDP growth for Q1 of 2026. Via Atlanta Fed:
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GDP. The breakdown in components from the Atlanta Fed’s model are below. The now-casting model shows a slowdown following the military...
Friday Charts and Links
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Gas Prices. It’s clear at the pump and showing up in charts: gas prices are high. Not as high as 2022 but high nonetheless and with an abrupt suddenness. Via FRED:
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Beef. Elevated prices aren’t limited to gas; ground beef prices ha...
Sports Betting and Credit Scores
The economists at the Federal Reserve Bank of New York did some research on the effect of legalizing sports betting and credit scores. Given the opportunity to legally bet on sports, it seems that many who partake then see a worsening in th...
Five Charts on Private Credit
In the midst of chaos in private credit - news of limited redemptions of funds and reports of fraud - some see opportunity. Financial Times quoted investors comparing this current sell-off to the downturn of 2008. Even this wild quote:
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Audience Metrics
Subscribers, engagement, traffic and sponsorship for Fog City Finance Blog.
| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Bay Area guy with 10 year of credit analysis experience across CRE, unsecured debt, bank loans, and related banking services.
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