Bonner Private Research
Daily, weekly, and monthly investment research and analysis for individuals from Bill Bonner, Tom Dyson, Dan Denning, and other members of our private research network.
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What they write about
Daily and weekly essays from a small research team, written in a discursive, historical style. Recurring subjects include government deficits and money printing, long-term bond yields and the dollar, resource scarcity, and the long arc of empires and currencies.
- macro
- government debt
- bonds
- us dollar
- monetary policy
- commodities
Recent examples: The Death Zone · What else could go wrong?
Written from Bonner Private Research’s own published post titles and openings in Sep 11, 2026. It describes the subjects the newsletter covers, not its views, and is not investment advice.
Most-mentioned tickers
Symbols named in the headline of a post from the last 30 days, most-covered first. The number is how many of those posts mentioned it.
Read from 1 post headline in the last 30 days. A newsletter that names a company only in the body of a post will not appear here, and a mention is not a recommendation — it only means the symbol came up.
Growth history
Subscribers (thousands, nightly)
72K on Sep 10, 2026 → 72K on Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #25 today · #26 a week ago · #25 a month ago
Stats worth sharing
Tracked since Sep 10, 2026 — 42 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 5%
- Best rank seen
- #23
- Rank, 7 days
- +1 place
- Followers added
- +107
- Posts
- 33
- Reactions per post
- 105
- Reactions tracked
- 6.0K
- Tickers covered
- 1
of 525 ranked finance newsletters
on Sep 14, 2026
since tracking began
last 30 days
average, recent posts
across 57 posts
in tracked posts
Most-reacted post we have seen: Tough as a Cossack — 167 reactions on Sep 18, 2026.
Recent posts
- The Death Zone
Source: New York Federal Reserve Study Tuesday, October 20th, 2026 Bill Bonner, from Ardmore, Ireland [Tariffs] are paid by parents trying to provide for their families. They are paid by students saving up to buy their first car. They are paid by anyone who seeks to spend money on any conceivable product. —Rand Paul Two big surprises coming your way. But first, the news. Amidst the misery and mystery of last week came a report on tariffs. Washington Post : The New York Federal Reserve released a study last week about the effects of tariffs on prices. As it turns out, by February this year the…
- What else could go wrong?
Violent protests in Paris, France. Source: Getty Images Monday, October 19th, 2026 Bill Bonner, from Ardmore, Ireland Another fun-filled, wacko week! Poor Katie, we hardly knew ye. CNBC: Katie Zacharia out as Trump’s White House press secretary The poor girl had barely finished stumbling through her first and last press conference when she was shown the door. Ms. Zacharia had just told us about Kimberly Guilfoyle’s fall from grace...and then, it was just a matter of hours before she joined Ms. Guilfoyle tumbling down with the MAGA outcasts. The Trumps had tried to get rid of Guilfoyle by…
- BPR Week in Review: How to escape the madness
Sunday, October 18th, 2026 Laramie, Wyoming Earnings season…a Fed meeting…and rumors of a blown up hedge fund. It promises to be another big week on Wall Street. Things are getting creepy. BPR’s paid subscribers should be sure to check out Investment Director Tom Dyson’s note earlier this week on closing out a trade ( see below ). If you made money on that trade and want to share your story, feel free to do so below, or send us a note at [email protected] Finally, our friends at International Living just finished hosting their wealth conference in Dublin, where BPR founder Bill…
- What the good life looks like
Saturday, October 17th, 2026 Dear Reader , In the 1990s, we bought a chateau in need of renovation in central France and decided to move the family there. I wanted to improve my French before we left, so I invited Jen Stevens, who was a young editor at International Living , to join me at the Maryland Club in Baltimore for lunch each Friday. We’d walk the few blocks from the office and spend an hour or so speaking French over a good meal... She recently described this experience to me as a “ 7 out of 10 on the terror scale ”... but these lunches proved useful for both of us, I’d say. She’d…
- Creepy October and the original CPI
Friday, October 16th, 2026 Laramie, Wyoming By Dan Denning
- C’est la lutte finale
Source: Getty Images Friday, October 16th, 2026 Bill Bonner, from Ardmore, Ireland The trouble with growing old is this. As the years go by you pile up more and more bits of useful real-life experience and wisdom...but you can’t remember where you left them. But the recent news from France brought back memories! The wail of ambulances and police sirens. The acrid smell of burning rubber. The sight of mobs in the streets...and gendarmes teaching them a lesson. Smoke. Noise. The madness of crowds and the discreet charm of the bourgeoisie. Videos showed the battles between French students, along…
- Stop loss trigger alert FRO
Thursday, October 15, 2026 Tom Dyson, Investment Director
- Eye of the Storm
Source: Getty Images Thursday, October 15th, 2026 Bill Bonner, from Ardmore, Ireland A whole flotilla of news bobs around a whirlpool of funny money finance. The Financial Times : Top economies heading for biggest budget deficits since Covid, IMF warns. At its annual meeting, the fund calls for ‘urgent’ action to rebuild public finances Newsweek adds the personal touch: Eight months into the war in Iran, the average American household is nearly $2,000 worse off, according to economist Mark Zandi. This adds a fresh economic pressure as the midterms approach. “Nearly $2,000. By my calculation…
- Increasing the weight of debt
Chiswick, West London Wednesday, October 14th, 2026 By Tom Dyson, Investment Director
- Budget Battle Looms
Preleminary US budget deficit for 2026 was $1.99 trillion. Source: Congressional Budget Office Wednesday, October 14th, 2026 Bill Bonner, from Ardmore, Ireland CNBC : French student protests heat up as budget battle looms We are looking for the real cause of the students’ discontent. Not coincidentally, we find other dots in the same constellation...including the general discontent of their parents — and why they are turning against mainstream candidates. And the big one is there too — the much-discussed ‘decline of the West.’ What is the pattern that connects them? A high confidence hunch…
- Those Not Chosen
Tuesday, October 13th, 2026 Bill Bonner, from Ardmore, Ireland Many years ago, an aspiring statesman from one of the hayseed states hoped to unseat his rival by reading aloud the menu from a French restaurant in Washington where the member of Congress was a frequent diner. “ Les cuisses de grenoodles...or something like that...I’m talking about damned frog legs. He eats frog legs. You want a man like that representing you? ” Then, as now, a man may lie, cheat, and fornicate — male or female — but let him show a little refinement, either in his speech or his victuals, and his career in…
- Seizing the means of production
Image of the destroyed Key Bridge, taken from Sparrow’s Point in Baltimore. Source: Getty Images Monday, October 12th, 2026 Bill Bonner, from Ardmore, Ireland When we left you last week, France was falling apart. At least, that is what the internet said...in tumbled the videos to prove it. CNN : Massive demonstrations. Injured teenagers. French students say they’re just getting started. iHeart : Protests continue over school conditions in France CBSNews : Riot police clash with students in Paris protests In France, some public schools have been closed since Monday and won’t reopen until next…
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