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 | 264 | Subscribers | Read | coastaljournal.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
CoreWeave Stock Falls on Earnings: Schrödinger’s Box Crisis?
CoreWeave’s latest earnings report shows widening losses, raising critical questions about AI compute profitability, GPU cloud economics, and the start of "AI Dark Compute.”
Nvidia Beat Q4 Earnings, But Did They Just Become The Villain?
Nvidia beat earnings, but did things get better or worst from their claims that they are not Enron?
Is Private Equity Having A WeCrash Moment?
When EBITDA ceases to function, private credit, confidence, and the liquidity cycle are affected
Trump’s Tariff Hit Stocks (again): Who’s Managing Risk & Who’s the Clown?
Private credit blowing up, collateral fragility, and overvaluation don’t matter—until they matter all at once.
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Authors
The writers behind this newsletter.
Top 100 Substack Finance | Institutional-macro research, forensic balance sheet analysis & asymmetric investment strategy. “Knowledge is the greatest commodity.”
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