Economics for Investors
Jim Jubak"I help you stop reacting to the headlines on the economy and start understanding the economic machine behind it."
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 21 | Subscribers | Read | economicsforinvestors.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Applied Economics: How to invest in a supply shock
If the Iran war has thrown global supply chains into chaos, surely there’s money to be made from the disruption? Look at LNG, helium, and fertilizer stocks
Deep dive: Why the supply side is so important to stocks right now
This week Fed chair Jerome Powell went out of his way to remind investors that the Fed’s interest rate tools work on the demand side of supply and demand
Q&A: Your questions on economics and my answers for the week of March 29
This week’s three questions are Why has "safe asset” gold been anything but safe? Who’s right on stagflation the Fed or the ECB? What about the great market rotation?
Q&A: Your questions on economics and my answers for the week of March 24
This week’s three questions are about what happens if there is no new chair at the Fed, why 4.51% on the 10-year Treasury is important, and what the VIX is telling us.
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Authors
The writers behind this newsletter.
Founder of stock-picking site JubakPicks.com. And writer/editor of investing subscription site JubakAM.com Moved to Venice in September 2023.
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