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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.

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Substack
PricingOnly free issuesPublishesWeekly
Issues57Foundeda year agoLast Issue5 days ago
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Latest Issues

The Memory Supercycle Has Reached Your MacBook

Welcome to Issue 56 of The Long Term Edge, your weekly guide to compounding over 7 or more years. This week the AI trade showed an effect on the supplier and customer sides. On Wednesday, Micron reported what may be the most extraordinary q...

5 days ago
2

A Deal That Never Was

Welcome to Issue 55 of The Long Term Edge, your weekly guide to compounding over 7 or more years. This was the week this newsletter has been building toward for a month, and the weekend that complicated it. The US and Iran signed a framewor...

11 days ago
1

Iran, Inflation, and the Largest IPO in History

Welcome to Issue 54 of The Long Term Edge, your weekly guide to compounding over 7 or more years. This was a week that swung from a 900 point Dow drop on fears of renewed strikes on Iran to a market rally on hopes of peace, all within 48 ho...

18 days ago
2

Bumpy Ride Ahead

Welcome to Issue 53 of The Long Term Edge, your weekly guide to compounding over 7 or more years. The nine-week winning streak ended this week with a sharp reality check. Broadcom delivered record results and fell 12%. CrowdStrike beat on e...

24 days ago
2

A Market That Keeps Rising? Will June Be The Same?

Issue 52 · The Long Term Edge: Fifty-two issues. One full year. The edge is built one week at a time.

Week of May 25 to 29, 2026

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Fifty-two consecutive weeks...

a month ago
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  • The Long-Term Edge

    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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