Bonner Private Research

Substack by Bonner Private Research · launched Nov 18, 2021

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.

Top in Finance
#30
Paid leaderboard
#14
Paid subscribers
1,000+ paid
Badge
Bestseller 1k
Followers
86K
Paid plan
$39/mo
Recommends
14

other newsletters

Podcast
Yes

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: A lose-lose proposition · Unearned Money

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.

FRO

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: #30 today · #28 a week ago · #26 a month ago

Stats worth sharing

Tracked since Sep 10, 2026 — 63 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Percentile
Top 6%

of 525 ranked finance newsletters

Best rank seen
#23

on Sep 14, 2026

Rank, 7 days
−2 places
Rank, 30 days
−4 places
Followers added
+116

since tracking began

Posts
31

last 30 days

Reactions per post
103

average, recent posts

Reactions tracked
7.8K

across 76 posts

Tickers covered
1

in tracked posts

Most-reacted post we have seen: Tough as a Cossack — 167 reactions on Sep 18, 2026.

Bonner Private Research — rank, subscribers and growth, tracked by Stock Market Watch
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Recent posts

  • A lose-lose proposition

    Chiswick, West London Wednesday, November 4th, 2026 By Tom Dyson, Investment Director

  • Unearned Money

    Over 900 followers of cult leader Jim Jones lie dead at his compound in Guyana in 1978 after committing mass suicide. Source: Getty Images Wednesday, November 4th, 2026 Bill Bonner, from Ardmore, Ireland ‘It’s not the money; it’s the principle of the thing . ’ First, here’s the news you already have. NBC News: Democrats capture full control of Congress, NBC News projects, fueled by victories in deeply Republican states ‘ It’s the total repudiation of Trumpism ,’ said a breathless TV commentator. “Y ou join a cult, sooner or later you’re going to end up in Jonestown .” For many years, there’s…

  • Another Kick in the Pants

    Tuesday, November 3rd, 2026 Bill Bonner, from Ardmore, Ireland

  • The Final Frontier

    Source: Getty Images Monday, November 2nd, 2026 Bill Bonner, from Ardmore, Ireland ‘ To go boldly where no man has gone before .’ —Star Trek What happened last week? Well, we got (tentative) answers to two important questions. When is the AI bubble going to pop? Answer: this is as good a time as ever. Wall Street Journal : OpenAI has raised less than half of the $30 billion it had initially targeted for its latest funding round, with market jitters over the AI trade dampening investor appetite for one of the industry’s biggest names. After receiving tepid interest from some large investors…

  • A Magical Way to Live: BPR weekly review
  • Catastrophic Vulnerabilities

    Friday, October 30th, 2026 Laramie, Wyoming By Dan Denning, Research Director

  • A Magical Way to Live

    The Odyssey cruise ship, tied up in Cambodia. Source: Getty Images Friday, October 30th, 2026 Bill Bonner, from Ardmore, Ireland This is a morality tale. Or a financial lesson. Or a lifestyle warning. Or just a jolly sea story. You decide. You pay $350,000 for a cabin on a ship that is meant to travel the globe. It intends to visit 147 countries in three years, the cruise of a lifetime. You’re not just taking a holiday; you are going to make your new life on the ship. You join the party in Vietnam. You find your cabin and prepare for much-awaited retirement bliss. The ship puts out to sea and…

  • Alert on Champion Iron

    Chiswick, West London Thursday, October 29 By Tom Dyson, Investment Director

  • Sultan in a Madhouse

    SUBSCRIBERS CAN ACCESS THE NOVEMBER STRATEGY REPORT BY CLICKING ON THE IMAGE ABOVE. TO BECOME A SUBSCRIBER, CLICK HERE . Source: Getty Images Thursday, October 29th, 2026 Bill Bonner, from Ardmore, Ireland Money don’t get everything it’s true What it don’t get I can’t use I need money That’s what I want That’s what I want That’s what I want –Barrett Strong All money has a bit of the Trickster in it. When everyone is richer, no one is richer. But give them enough free money — even real money — and they will all be poorer. The wealth that counts is relative. You probably have…

  • Your November Report

    November 2026 Vol. 5, Issue 11 By Tom Dyson, Investment Director

  • Doomsday Prospectus

    Wednesday, October 28th, 2026 Bill Bonner, from Ardmore, Ireland ‘ Oh, and by the way...it could be the end of all life as we know it .’ ‘ But don’t bother coming after us. We warned you .’ That was the gist of perhaps the strangest disclosure ever issued by a company preparing an IPO. Normally, disclosures are written by lawyers who cover every possibility but with the pizzazz of instructions on how to use your new vacuum cleaner. But in this case, the warnings are so apocalyptic...we can scarcely wait to see what happens. The company is Anthropic. Its stock-in-trade is AI. And it could kill…

  • Keep on Truckin’

    Source: Getty Images Tuesday, October 27th, 2026 Bill Bonner, from Ardmore, Ireland This is the third day of stormy weather. Blow, ye wind. Crack, ye thunder. The rain comes in horizontally from the Atlantic. The mist engulfs everything. The trees bend, including a couple that we just planted; they will need to be staked and tied down, given lifelines, like sailors in a squall. It is deliciously gloomy. Normally, we go out for a couple of hours in the afternoon to get what doctors call ‘exercise’ and our blue-collar friends call ‘work.’ We are building the stone foundation for a…

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Bonner Private Research. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Nov 11, 2026.