Grizzle Research & Quant

Substack by Grizzle · launched Dec 11, 2022

Proprietary Macro, Commodities & Growth Research.

Read Grizzle Research & Quant →

Top in Finance

#472

Subscribers

10K

rounded by Substack

Paid subscribers

10+ paid

Paid plan

$30/mo

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 22 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Percentile

Top 90%

of 525 ranked finance newsletters

Best rank seen

#435

on Sep 16, 2026

Rank, 7 days

−14 places

Posts

1

last 30 days

Reactions per post

22

average, recent posts

Reactions tracked

258

across 12 posts

Most-reacted post we have seen: With an Energy and Funding Advantage, is China's DRAM Machine Unstoppable? — 40 reactions on Jun 23, 2026.

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Recent posts

• Yields, Yen, and Yield Curve Games: Inside Bessent's Playbook

  Sep 2, 2026Paid15 reactions0 comments1 restacks

• When AI Becomes the Economy

  Aug 25, 2026Paid17 reactions0 comments0 restacks

• Is the AI Capex Boom Finally Reaching a Limit?

  Aug 18, 2026Paid15 reactions0 comments1 restacks

• Gold Producers: The Case Against Indexing

  Aug 16, 2026Paid20 reactions0 comments2 restacks

• Here is How China Wins The AI Power Race

  Aug 4, 2026Paid21 reactions0 comments0 restacks

• The Memorandum of Misunderstanding

  Jul 27, 2026Paid26 reactions0 comments0 restacks

• Hyperscaler Capex, Open-Weight Models & Iran

  Jul 24, 2026Paid20 reactions0 comments0 restacks

• Grizzle Growth ETF: 2026 Semiannual Letter

  Jul 20, 202624 reactions0 comments1 restacks

• Don't Let the AI Trade Distract you from Opportunity in the Land of the Rising Sun

  Jul 14, 2026Paid15 reactions0 comments1 restacks

• Enterprise Penetration and Token Demand: A Tale of Two Free Cash Flows

  Jul 10, 2026Paid27 reactions0 comments0 restacks

• Critical Minerals Roundtable

  Jun 29, 202618 reactions1 comments0 restacks

• With an Energy and Funding Advantage, is China's DRAM Machine Unstoppable?

  Jun 23, 2026Paid40 reactions0 comments2 restacks

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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: Grizzle Research & Quant. 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.