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
- #13
- Subscribers
- 109K
- Paid subscribers
- 10+ paid
- Followers
- 110K
- 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: September 27th - The Week Ahead · What you Need to Know for September 25th
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 → 109K on Sep 30, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #13 today · #12 a week ago
Stats worth sharing
Tracked since Sep 10, 2026 — 21 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
- Subscribers added
- −2.0K
- Followers added
- −2.0K
- Posts
- 10
- Reactions per post
- 8
- Reactions tracked
- 159
of 525 ranked finance newsletters
on Sep 23, 2026
since tracking began
since tracking began
last 30 days
average, recent posts
across 19 posts
Most-reacted post we have seen: What you Need to Know for August 12th — 18 reactions on Aug 12, 2026.
Recent posts
- 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…
- What You Need to Know for September 10th
Welcome back. We got some pretty stark news from a former Anthropic employee on Tuesday night. Jacob Coxon announced he is quitting the AI industry over fears that the lab and its competitors are racing to build systems they won’t be able to control. For many, this isn’t new information. Anthropic and other AI leaders have been very loudly talking about this risk. But the way this got vocalized (120mm views so far) is starting to send shockwaves across the U.S. Part of why is because of a comment from an Alignment lead at Anthropic: This is pretty shockingly casual communication from someone…
- The Week Ahead - September 7th
The Week Ahead Of Us 🔍 Welcome back! S&P futures are off -0.20% and the Nasdaq is slightly off. There’s been a few big changes in AI as of late that I have to flag: First, Anthropic firmed up their IPO timing , now expecting a mid October IPO at the earliest, and a prospectus delayed from this week to late September. The problem? It’s right on the edge with the midterms. As we know, data centers are highly unfavorable and Americans would rather have a nuclear plant in their backyard than a data center! It’s a bit mind-numbing, but semi-understandable given how scary the AI rhetoric has been…
- What you Need to Know for September 2nd
Welcome back. Stocks remain pressured as the US and Iran’s conflict continued, pushing rates higher and leading to a broader selloff & risk off - $SPY & $QQQ . Notably, gold and crypto were off too, as Bitcoin’s stutter step past 80k has cooled down to 77k. With rates back to where they were pre: Bessent’s debasement idea, Warsh’s “play the ball, not the referee” philosophy just means bond vigilantes are in control. Fed Governor Barr has said he’d support a rate hike at the Fed’s next meeting in two weeks if inflation doesn’t ease. Housekeeping notes - we will be off Friday and push next…
- The Week Ahead - August 30th
The Week Ahead Of Us 🔍 Welcome back! We had a shaky Friday after the AI trade weakened following Marvell’s softer than expected outlook, plus as rate hike odds surged. Futures are down slightly. Kevin Warsh gave his speech, and as usual, there was confusion. Warsh is saying all the things that imply a 25bps rate hike, but the market doesn’t fully believe him. 25bps hike odds are only at 48% per Polymarket . Normally, “If it looks like a duck, swims like a duck, and quacks like a duck, then it probably is a duck” but the lack of action in August, as well as the unprecedented closeness with…
- What you Need to Know for August 28
Welcome back! Vibes are immaculate this week. Nvidia’s solid report lifted AI stocks yesterday, software names like CrowdStrike and Salesforce were on fire, plus crypto has continued its quiet rally. AND, after Labor Day, we should be getting Anthropic’s prospectus as they close in on trying to go public at a $2 trillion valuation. We’re pacing towards massive IPO number 2 following SpaceX’s megadeal. I will admit though, Nvidia’s financing spree is starting to spook me a bit (Hugging Face and rumors of a Perplexity stake too). It doesn’t help the circular financing argument when they want to…
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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: Sep 30, 2026.