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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
Issues62Foundeda year agoLast Issue12 days ago
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Latest Issues

A Week Of Big Tech Earnings

Welcome to Issue 61 of The Long Term Edge, your weekly guide to compounding over 7 or more years. Microsoft and Amazon showed that AI spending is generating accelerating, contractually committed revenue. Meta showed what happens when it is...

12 days ago
7

AI Monetization Is Shaping Up

Welcome to Issue 60 of The Long Term Edge, your weekly guide to compounding over 7 or more years. The most consequential earnings week of the year so far collided this week with an Iran conflict that doesn’t seem to have a ceasefire in sigh...

20 days ago
8

Are Semis Entering a Bear Market?

Welcome to Issue 59 of The Long-Term Edge, your weekly guide to compounding over 7 or more years. This week produced the strongest bank earnings quarter in US history and a Chinese AI model release that sent the Philadelphia Semiconductor I...

a month ago
2

Reversals And The Fed

Welcome to Issue 58 of The Long Term Edge, your weekly guide to compounding over 7 or more years. The second half of 2026 opened the way the first half closed: with Iran back in the headlines, a Federal Reserve committee that cannot agree o...

a month ago
4

Meta’s Pivot

Welcome to Issue 57 of The Long Term Edge, your weekly guide to compounding over 7 or more years. The first half of 2026 closed this week with a jobs report that changed the rate hike conversation; a Supreme Court ruling that preserved Fede...

a month ago
5

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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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