The Coastal Journal
The Coastal JournalKnowledge is the edge. The Coastal Journal delivers economic, financial, and market analysis grounded in Austrian economics and forensic accounting.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 297 | Subscribers | Read | coastaljournal.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Q1 26 Megacap Tech Earnings: AI Capex Analysis & More
Are AI Data Centers Moats or Dark Fiber With GPUs?
Nvidia Hits $5 Trillion in Market Cap
But Did OpenAI Just Pop the GPU Bubble?
Q1 26 AI Earnings Preview: Silicon Valley Spending vs. Steve Jobs’ Focus
As Meta, Amazon, Alphabet, Microsoft, Oracle, and Tesla pour almost $1 trillion into AI infrastructure, the market is treating capital intensity as proof of future ROI is guaranteed.
Federal Reserve QE Surges While Consumer Sentiment Crashes To All Time Low
The Fed is expanding liquidity again, consumer confidence is cracking, and market breadth is dangerously narrow
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Authors
The writers behind this newsletter.
Top 100 Substack Finance | Institutional macro, forensic balance sheet analysis & company-level market research | Powered by custom-built Market Intelligence MI
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