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58K on Sep 10, 2026 → 58K on Oct 1, 2026
Rank in Substack’s finance leaderboard: #84 today · #80 a week ago
Tracked since Sep 10, 2026 — 22 daily snapshots so far. The card below is built from what we track and refreshes nightly.
of 525 ranked finance newsletters
on Sep 28, 2026
last 30 days
average, recent posts
across 15 posts
Most-reacted post we have seen: Primer: The SOFR/FF Basis — 118 reactions on Jun 10, 2026.
— Conks highly recommends reading Repo 101 before continuing... This year’s final quarter in money markets could turn stormy. The Fed’s Desk has toggled off its RMOs (i.e. liquidity injections), just as the largest U.S. banks begin pulling back from repo to evade higher capital costs — caused, in part, by soaring equity prices 1 . The first quarter of next year, however, will mark the start of another era of easing as banks re-lever their books, soon followed by the U.S. empire reaching its debt limit, forcing the U.S. Treasury to commence another TGA drawdown and flood banks with reserves…
This week’s posts from the Conks Feed in article form . To read chat posts as soon as they are published, join the feed here . SEPTEMBER 7TH, 2026: POST BUYBACK MANIA after the Treasury buyback “mania” has died down, which Conks can only describe as an episode of mass hysteria, swap spread wideners (i.e. bets on less negative spreads) have outperformed outright long positions in bonds. te were expecting the usual news flow that would last 48 hours followed by buyback chatter fading from the mainstream, only to be studied by a few over the long-term. after all, buybacks have minimal effect on…
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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: Conks. 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 1, 2026.