Open Fieldbook
Ryan @ OpenFieldbook, thetoppick1111charts + content + A/I :: a revolutionary experience for investors
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 161 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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openfieldbook.substack.comLatest Issues
The Fed is fighting FOMO
Apollo’s Torsten Slok put a name to what the Fed is actually fighting: FOMO. The largest, most cash-rich companies on the planet are in a capital expenditure arms race that is structurally indifferent to the federal funds rate. This is the...
Release v0.2574: On a mission
We are living through a crisis of financial understanding
Not a crisis of too little information and access—we’re drowning in that. We’re experiencing a crisis of noise.
It’s rooted in a lack of trust.
And it’s getting worse.
The fin...
Google’s full-stack AI monetization moment
Alphabet $GOOGL spent 18 months looking like a company that prepared for the AI era only to watch OpenAI define it. Google I/O 2026 was the rebuttal. New Gemini tiers, agentic shopping infrastructure, a $100/month power user subscription, a...
Memory’s trillion-dollar moment
Two memory companies joined the trillion-dollar club within hours of each other this week. Micron $MU did it fastest — $500 billion to $1 trillion in 49 days, the quickest ascent in history. What’s happening is a structural repricing of wha...
Core PCE at a 34-Year high (ex-COVID)
The April PCE print landed almost exactly where feared — and in doing so, formalized a problem the Fed has been trying to narrate away for months. At 3.3% core year-over-year, this is the highest reading since 1992 if you strip out the COVI...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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Daily Markets and Business news. Content and visuals that transform stock market data into clarity—powerful insights in three ways: a newsletter, a portfolio dashboard, and grounded A/I chats. PortfolioGoat.com
I like football and finance. Check out openfeildbook. Would really appreciate it.
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