The Long-Term Edge
Weekly insights breaking down market noise, major stock moves, and long-term investing lessons — so you can outperform with clarity and conviction.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 69 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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longtermedge.substack.comLatest Issues
Market Structure
Welcome to Issue 68 of The Long Term Edge, your guide to compounding over 7 or more years. The Federal Reserve raised rates on Wednesday for the first time since July 2023, with the expectation of another before year-end. On Monday, the chi...
Oracle’s One Customer
Welcome to Issue 66 of The Long Term Edge, and thanks for joining in.
Brent crude touched nearly $110 this week. Wednesday brings the first Federal Reserve increase in three years, and the reason sits in a shipping lane roughly 7,000 miles...
Credo Fell, Is The Drop Justified?
Welcome to Issue 66 of The Long Term Edge, and thanks for joining in.
Three AI infrastructure companies reported earnings within 48 hours this week. Dell grew revenue 58% and rose 16%. Credo grew 115%, raised guidance, and fell 20%. Broadc...
Bitcoin’s Bounce
Welcome to Issue 65 of The Long Term Edge, your guide to compounding over 7 or more years. Nvidia reported revenue up 106% and told the market to expect 70% growth next fiscal year, roughly 25 points above what analysts had modelled. Salesf...
The Bond Market
Welcome to Issue 64 of The Long Term Edge, your guide to compounding over 7 or more years. For most of this year the story has been what companies earn. This week it was what the government pays. The 30-year Treasury yield hit its highest l...
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| Subscribers | Engagement | 68 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
For long-term investors, busy professionals, & DIY builders. Weekly insights on top NYSE stocks, macro shifts & moats—so you build wealth with conviction, not FOMO.
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