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| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 81 | Founded | 8 months ago | Last Issue | 7 days ago |
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economicsforinvestors.substack.comLatest Issues
Applied economics: The role of toilet paper: Tariffs, inflation, and the K-shaped economy
Gasoline, ground beef, and now toilet paper: Enless pressure onthe prices of essentials
Tariffs are often said to be a tax on consumers who pay higher prices for anything imported into the U.S.
Applied Economics: Friday’s jobs data won’t give the Fed much direction on interest rates
The problem with being data dependent is that sometimes the data doesn’t tell a central bank very much
Friday’sjob report for August will be just strong enough and just weak enough to leave the Federal Reserve trapped in its current indeci...
Deep Dive: Anthropic is shooting for the biggest IPO ever--should you believe the numbers?
Today’s topic: Is Anthropic’s (and by implication all AI) total addessable market really one-quarter of the total glolba economy
Reports indicate that Anthropic, currently the hottest U.S. AI company, could publicly file its IPO documents...
Deep Dive: When will Treasury buyers demand a Bessent/Warsh “incompetence premium”?
The Treasury Secretary and the Fed chair will give some clues this week
Will buyers of U.S. Treasury bonds start to demand a yield premium to reflect the incompetence of Treasury Secretary Scott Bessent and Federal Reserve chair Kevin Wars...
Applied Economics: The Bessent Put already starts to fade
And the “solution”? More of the same
On Monday, the yield on the 30-year Treasury hit 5.31%.
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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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