Bull Street
A bullish read on the markets and what you need to know. Published on Sundays, Wednesdays, and Fridays. Backed by the Wall Street Rollup.
- Top in Finance
- #15
- Subscribers
- 107K
- Paid subscribers
- 10+ paid
- Followers
- 109K
- Recommends
- 3
rounded by Substack
other newsletters
What they write about
A market briefing published three times a week, alternating between a week-ahead preview and daily need-to-know roundups. Recurring subjects include artificial intelligence companies, Federal Reserve policy and large-cap technology earnings, with occasional sports asides.
- market briefing
- artificial intelligence
- federal reserve
- technology earnings
- week ahead
Recent examples: What you Need to Know for October 9th · What you Need to Know for October 7th
Written from Bull Street’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.
Growth history
Subscribers (thousands, nightly)
111K on Sep 10, 2026 → 107K on Oct 21, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #15 today · #14 a week ago · #12 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 3%
- Best rank seen
- #12
- Rank, 7 days
- −1 place
- Rank, 30 days
- −3 places
- Subscribers added
- −4.0K
- Followers added
- −3.2K
- Posts
- 8
- Reactions per post
- 7
- Reactions tracked
- 170
of 525 ranked finance newsletters
on Sep 23, 2026
since tracking began
since tracking began
last 30 days
average, recent posts
across 24 posts
Most-reacted post we have seen: What you Need to Know for August 12th — 18 reactions on Aug 12, 2026.
Recent posts
- What you Need to Know for October 9th
Welcome back! As a reminder, we are wrapping up a transition to beehiiv over the coming weeks. Stay on the lookout for that. Heads up - we’re back Monday night instead of Sunday Night because of Columbus Day. The stock market is open then, but the bond market isn’t….and I’m a credit guy by heart. We had a big problem yesterday with OpenAI’s ARR numbers. The Financial Times reported that OpenAI’s annualized revenue are $20B less than previously signaled; citing annualized revenue of $50B as of 3Q26, less than the $70B reported the other day. This story drove a lot of AI-related stocks to sell…
- What you Need to Know for October 7th
Welcome back! As a reminder, we are wrapping up a transition to beehiiv over the coming weeks. Stay on the lookout for that. Markets continued to have a nice rally as oil and rates cooled. It remains a great time to be an AI-centric bull; but we continue to caution on rates. Jamie Dimon had a great point yesterday, warning that a global bond selloff will start to squeeze corporate borrowers . Rising government borrowing costs & AI boom spending will push up the cost for companies refinancing or raising new debt. The ROIC on AI continues to outpace any wall of worries, but tougher capital…
- October 4th - The Week Ahead
Welcome back everyone. Hopefully this is the last duplicative post for many of you as we are converting moving the newsletter from Substack to the beehiiv banner. Thank you for your patience. You will be receiving emails from beehiiv under The Wall Street Rollup banner. The Week Ahead Of Us 🔍 Welcome back! Rates did not care at all about Friday’s light jobs numbers and while we ended the day up well, we cooled off as rates shot back up to where they were Thursday night. What’s notable about these jobs numbers is that we’re seeing continued losses in information, finance, and professional &…
- What you Need to Know for October 2nd
Welcome back everyone! As a reminder, we are moving over to beehiiv over the coming 2 weeks - you can join here and apologies for any duplicative emails in the meantime! Welcome back! Man, I do not like this rates move. The 10 year is now at 5.25% and the 30 year is at 5.62%! Brent remains above $100 as the U.S. Iran war continues. Eventually, these rates are not conducive to financing - as you’ve seen some IPOs and debt financings shelved, plus some weak Paramount bond trading. All eyes are on employment #s at 8:30am (unemployment is expected to hold steady at 4.1%). Polymarket odds of a “no…
- What You Need to Know for September 30th
Hey everyone, as mentioned we are starting a couple-week long conversion over to beehiiv. So you may receive the same email twice. If you do, unsubscribe from this one but make sure you keep the beehiiv sent email from The Wall Street Rollup. Welcome back. Rates keep moving higher, but AI advancement hasn’t stopped - Anthropic is working towards a 4Q IPO, while OpenAI had a huge release day. In Washington, a bunch of AI leaders met with the Trump Administration to agree to “morally binding” self-regulation. Trump is also trying to rename AI “super intelligence” for polling reasons. OpenAI’s…
- September 27th - The Week Ahead
Welcome back! Heads up - many of you will start seeing our emails coming from beehiiv under The Wall Street Rollup banner instead of Substack. It’s still the same content as you’ve always seen. We are starting a transition from Substack to beehiiv. If you receive a duplicative email from us, we’re very sorry, but make sure you stay on the beehiiv sent newsletter as opposed to the Substack related one. The Week Ahead Of Us 🔍 While there is a lot to be excited about, especially with AI advancements, the dramatic rise in rates isn’t spilling over to the equity market yet - and that should cause…
- What you Need to Know for September 25th
Welcome back. Rates are on the move higher. Mortgage rates are north of 7% and with the Fed likely to keep hiking, an uncertain path in the Iran war, plus Scott Bessent losing control of the narrative, we’ve seen a modest drawdown in the equity markets. Frankly though, the S&P is -1.4% off its highs - is this a dip for ants? We are early in the rate pain trade if this pressure holds. What is on fire though, is Meta, as Muse is taking the market by storm. People are sending their agents out to go and do their busy work for them. But I think we need to talk about what happens when you’re on the…
- What you Need to Know for September 23rd
Welcome back! We’ve had a great couple days in the market on the back of fresh AI momentum; primarily from Meta’s viral Muse app, which has the stock up 35%+ from August lows. Muse is top of the app store, and Meta’s plug and play promotion of the agent has allowed the Company to outpace the rate of ChatGPT’s initial rise. AI is rapidly advancing, and here at the WSR we’re zoned in on highlighting the trends going down before Wall Street broadly picks up on them. We’re in a bit of a quiet season before 3Q earnings, but here’s what’s ahead this week: Here’s a look at the remaining earnings for…
- The Week Ahead - September 20th
The Week Ahead Of Us 🔍 Welcome back! Futures are up modestly, but the big news from this weekend is that Anthropic pushed its IPO target to November. The short delay allows the company to include its full Q3 financials in filings, giving investors a clear look at an annualized revenue run rate that is rumored to be pacing toward $100B. But recent shifts away from closed-source models might be slowing down Anthropic’s IPO momentum. Tensions in the Middle East continue to boil, as security and travel alerts have been issued all weekend. Keep an eye out for any sudden geopolitical shocks there…
- What you Need to Know for September 18th
Welcome back! All eyes are on Federal Reserve Chair Kevin Warsh as the central bank delivers its policy decision this week. Warsh made it clear that the Fed will not hesitate to raise rates to quell persistent inflation, shutting down any narrative that the new leadership would serve as a political puppet for monetary easing. Equities shook off earlier rate anxiety and pushed higher, buoyed by strong mega-cap tech momentum and resilient corporate earnings that offset broader macro headwinds. Investors digested the Fed’s stance with renewed confidence, interpreting the willingness to act…
- What you need to know for Sept 16
Welcome back. All eyes are on the Federal Reserve today as the central bank concludes its September meeting. Prediction markets have aggressively priced in a hawkish tilt, with Polymarket traders assigning an 80% probability to a 25 basis point rate hike and odds of a pause collapsing to 20%. That rate anxiety, compounded by crude oil hovering above $100 per barrel, weighed heavily on equities over the last 48 hours. With the 10-year Treasury yield surging past 5%, rising borrowing costs triggered a pullback across major indexes, dragging the S&P 500 down 0.4% and the Nasdaq nearly 0.8% as…
- The Week Ahead - Sept 14
Welcome back. Stocks snapped a four-day losing streak on Friday, with the S&P 500 jumping 0.9% and the Dow rebounding over 500 points as crude oil pulled back toward $104 per barrel following an in-line CPI print. However, all eyes remain fixed on Wednesday’s high-stakes FOMC rate decision, where prediction markets have aggressively repriced monetary policy: Polymarket traders currently place an 80% probability on a 25 basis point rate hike, with odds of a pause collapsing to 20%. Meanwhile, this weekend brought a rare show of alignment among rival AI leaders. Dario Amodei published an open…
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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: Bull Street. 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: Oct 21, 2026.