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MarketStack

A signal layer for the Finance Substack ecosystem, built on a paid-readership momentum model. Sites include a Terminal and an Editorial.

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Substack
PricingOnly free issuesPublishesDaily
Issues64Founded2 months agoLast Issue3 days ago
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Latest Issues

ChartStack

Not investment advice


Disclaimer: this one kind of shook me.

The permanent underclass of an AI productivity boom — (MS Coherence score 89)

Since 1973, productivity has roughly doubled relative to wages, with the gap widening in...

3 days ago
1

Selling ice, pricing time

Not investment advice

Chips aren’t fibre. Bulls aren’t betting on the frontier. Look closer and it's the opposite. The frontier melts. What matters for the longer term economics isn't the next model or even how cost-efficient the model is...

3 days ago
7

Refinancing faith: NVDA vs US10Y

The US 10-year offers a coupon and asks for faith in the sovereign. This week Nvidia offered a discretionary coupon and asked for faith in the silicon.

Not investment advice, Claude and I can make mistakes.

75% of the value of the glob...

5 days ago
7

The AlphaStack Wire: 13-21 May

Not investment advice. Claude and I can make mistakes.

Position changes identified by Terminal » AlphaStack 5/13→5/21:

flattened his directional oil exposure on hantavirus concerns:

“Well, tonight I sold my oil. R0 of 2.7 so far. On a...

5 days ago
6

Hagrid never lied, his predictions were wrong. Snape never told the truth, he picked the right side.

Harry was a teenager who got systematically discredited by official channels (Fudge/Umbridge/the Ministry) but he scores high because his actual claims held up. The framework would have protected him — Coherence based on evidence, not aut...

8 days ago
6

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    (Not) Bloomberg for Substack. See the live and structured data in the Terminal linked below. See also: MarketStack The Edit. Built by an ex-Goldman fixed income market professional.

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