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 | 66 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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longtermedge.substack.comLatest Issues
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...
Circular Financing Continues
Welcome to Issue 63 of The Long Term Edge, your guide to compounding over 7 or more years. Six weeks ago, we covered Meta Compute’s launch and CoreWeave falling 12% on the news that its largest potential customer was becoming a competitor....
The Software Layer Arrives
Welcome to Issue 62 of the Long Term Edge, your guide to compounding over 7 or more years. This was the week the AI software layer made its presence known. Palantir delivered 93% revenue growth and raised full-year guidance by nearly $500 m...
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...
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| Subscribers | Engagement | 69 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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