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- #63
- Paid leaderboard
- #64
- Subscribers
- 46K
- Paid subscribers
- 1,000+ paid
- Badge
- Bestseller 1k
- Followers
- 70K
- Paid plan
- $25/mo
- Recommends
- 46
- Podcast
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What they write about
A Monday market brief plus a weekly explainer built around a single question. Recurring subjects include Treasury auctions, buybacks and debt management, Federal Reserve communication and policy, Bitcoin, and labour-market and inflation data read from official statistics.
- treasury market
- federal reserve
- bitcoin
- inflation
- labour market
- macro
Recent examples: 💡 Are We Witnessing a Bond Apocalypse? · Roundtable Meeting: Q4 2026
Written from The Informationist’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)
46K on Sep 10, 2026 → 46K on Sep 30, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #63 today · #67 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 12%
- Best rank seen
- #62
- Rank, 7 days
- +4 places
- Followers added
- +228
- Posts
- 8
- Reactions per post
- 44
- Reactions tracked
- 783
of 525 ranked finance newsletters
on Sep 15, 2026
since tracking began
last 30 days
average, recent posts
across 18 posts
Most-reacted post we have seen: 💡 Did the US Treasury Just Blink? — 72 reactions on Aug 23, 2026.
Recent posts
- 💡 Are We Witnessing a Bond Apocalypse?
✌️ Welcome to the latest issue of The Informationist , the newsletter that makes you smarter in just a few minutes each week. 🙌 The Informationist takes one current event or complicated concept and simplifies it for you in bullet points and easy to understand text. 🫶 If this email was forwarded to you, then you have awesome friends, click below to join! 🍁 Through Monday at midnight Pacific, a full year of The Informationist is $150 instead of $250 , locked in for as long as you stay subscribed. Get the $150 Deal Full disclosure, and as many of you already know: I hold bitcoin and hard…
- Roundtable Meeting: Q4 2026
Team, Quick correction to this morning’s note. Next Thursday’s Roundtable is 90 minutes, not 30. Please plan for 1:00 to 2:30 PM PT (4:00 to 5:30 PM ET). Roundtable Live And keep those questions coming. Just reply to this email. See you next Thursday. James ✌️
- Roundtable Meeting: Q4 2026
Team, Next Thursday is our quarterly live Roundtable , and you’re part of it. The details: Thursday, October 1, 1:00 PM PT (4:00 PM ET) . Plan for 90 minutes. It’s on Zoom, and you don’t need an account or app to join, just click the link below. Roundtable Live The format is the same as last quarter. I’ll give you some quick thoughts about where we are macroeconomically, add…
- THE INFORMATIONIST QUARTERLY LETTER
Some of you have been hearing me talk about this for a while now, and it’s finally complete. The first edition of the Informationist Institutional quarterly macro research letter. This first letter is free for everyone and meant to be shared . As you will see, the letter is written specifically for serious investors and advisors who are looking for a deeper, more thoughtful set of articles that reach into history to help inform us what’s going on in the macroeconomic world today. A key piece of each quarterly newsletter is the Debasement Pressure Index (DPI) . This is a proprietary measure…
- THE INFORMATIONIST INSTITUTIONAL QUARTERLY LETTER
You’ve been hearing me talk about this for a while now, and it’s finally complete. The first edition of the Informationist Institutional quarterly macro research letter. I want to first thank you for being a founding member and helping bring this to life, and I truly hope that you find value and enjoy the letter. As you will see, this is written specifi…
- 💡 Can Trump Really Send You $5,000?
✌️ Welcome to the latest issue of The Informationist , the newsletter that makes you smarter in just a few minutes each week. 🙌 The Informationist takes one current event or complicated concept and simplifies it for you in bullet points and easy to understand text. 🫶 If this email was forwarded to you, then you have awesome friends, click below to join! Today’s Bullets: What Is a Trump Dividend, Anyway? Doesn’t Congress Get a Say? Who Coughs Up the Dough? What Does This Do to the Price of Milk? Inspirational Tweet: Let’s be honest. We’ve all gotten quite used to politicians making all kinds…
- The Monday Brief: Four Days and $119 Billion
Your Monday compass. What's on my screen, why, and what would change my mind. In your inbox before the open, and four minutes start to finish. Yesterday was Labor Day, so this is a short week. A quiet Fed and a busy Treasury with just four days to cram it all in. WHAT I’M WATCHING THIS WEEK
- 💡 Has Bitcoin Bottomed?
📶 Welcome to The Informationist. Each week I take you inside the decisions that move markets and make sense of the forces at work. ✅ One topic, exposed and explained, so you can make sharper decisions with your own money. ➡️ If this was forwarded to you, you have good taste in friends. Join 45,000+ readers here. Full disclosure, and as many of you already know: I hold bitcoin and hard assets personally and professionally, and I sit on the board of a bitcoin treasury company, so weigh my opinion accordingly. Nothing here is individual advice, and I don't know your personal situation. If you…
- The Monday Brief: Last Words Before Fed Blackout Period
Your Monday compass. What's on my screen, why, and what would change my mind. In your inbox before the open, and four minutes start to finish. Yesterday we discussed how a Fed Chairman can move the front end of the curve with nothing but words. This week, five sets of labor data will tell us whether the market was right to believe him. WHAT I’M WATCHING THIS WEEK
- 💡 Can the Fed Just Talk Rates Down?
📶 Welcome to The Informationist. Each week I take you inside the decisions that move markets and make sense of the forces at work. ✅ One topic, exposed and explained, so you can make sharper decisions with your own money. ➡️ If this was forwarded to you, you have good taste in friends. Join 45,000+ readers here. Full disclosure, and as many of you already know: I hold bitcoin and hard assets personally and professionally, and I sit on the board of a bitcoin treasury company, so weigh my opinion accordingly. Nothing here is individual advice, and I don’t know your personal situation. If you…
- The Monday Brief: Friday at Ten
Your Monday compass. What’s on my screen, why, and what would change my mind. In your inbox before the open, and four minutes start to finish.
- 💡 Did the US Treasury Just Blink?
📶 Welcome to The Informationist. Each week I take you inside the decisions that move markets and make sense of the forces at work. ✅ One topic, exposed and explained, so you can make sharper decisions with your own money. ➡️ If this was forwarded to you, you have good taste in friends. Join 45,000+ readers here. Today’s Bullets: What Bessent Did The Treasury’s Bar Tab To QE or Not to QE The Market’s Response Inspirational Tweet: We sure seem to be talking about the US Treasury Secretary Scott Bessent, quite a bit lately, don’t we? Fact is, if you’re an investor or an economist, he’s given us…
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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: The Informationist. 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.