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The Informationist

James Lavish, CFA
Thousands of paid subscribers

A simple walk down Wall Street

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Substack
PricingFreemiumPublishesWeekly
Issues262Founded5 years agoLast Issue4 days ago
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Latest Issues

💡 The Informationist Library is open

I just finished something I’ve wanted to build for a while.

I went back through four years of The Informationist, more than two hundred issues, and pulled the ones that matter most into rooms. How the money actually moves, decoding the Fed...

4 days ago
31

💡 Welcome to the Library

Pour yourself a big cup of coffee, come on in, and have a look around. Because this is The Informationist Library, and your subscription is the card that opens it.

Four years of work lives in here. I went back through the whole archive, mo...

5 days ago
16

📡 The Radar: The AI Boom Opens Its Books

Q2 earnings season opens, June inflation lands, and the Fed chair who went silent spends two days in front of Congress.

📡 Welcome to The Informationist Radar, every Monday before the open. My read on the coming week, so you’re a step ahea...

6 days ago
44
3
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💡 Who Actually Makes Money in the AI Boom?

For fifteen years, five companies printed a quarter-trillion dollars a year. The AI buildout just flipped that on its head, and the money is moving somewhere most investors aren't looking.

📶 Welcome to The Informationist. Each week I take...

7 days ago
68
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📡 The Informationist Radar

The first Warsh-era Fed minutes and a week of Treasury auctions put one question on the table: who's still willing to fund all this debt, and at what price?

✌️ Welcome to The Informationist, the newsletter that makes you smarter about mone...

13 days ago
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Ranked Keywords279Monthly Search TrafficTop Keywords

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Authors

The writers behind this newsletter.

  • James Lavish, CFA

    Hedge Fund Manager | Independent Board Director (NASDAQ: ASST) | Author of \ud83d\udca1The Informationist Newsletter: A Simple Walk Down Wall Street

  • Frequently Asked Questions

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