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Rank in Substack’s finance leaderboard: #46 today
Stats worth sharing
Tracked since Sep 10, 2026 — 1 daily snapshot so far. The card below is built from what we track and refreshes nightly. It is free for QTR’s Fringe Finance to post, embed or send to readers, as long as the watermark stays on it.
- Percentile
- Top 9%
- Best rank seen
- #46
- Posts
- 12
- Reactions per post
- 91
- Reactions tracked
- 1.1K
- Tickers covered
- 1
of 525 ranked finance newsletters
on Sep 10, 2026
last 30 days
average, recent posts
across 12 posts
in tracked posts
Most-reacted post we have seen: Thank You Rick Santelli, You Fucking Legend — 221 reactions on Sep 5, 2026.
Recent posts
- Congress Could Kill AI Stocks Before AI Kills Us
Yesterday I wrote that we may only get one chance to stop AI . Today, Washington appears to be moving a little closer to testing that proposition. The irony is that if lawmakers actually decide to meaningfully slow the development of frontier AI, they could also wind up disrupting one of the most important investment themes holding up the stock market. My argument yesterday was fairly straightforward . AI capabilities are advancing faster than our ability to confidently understand or control them, and the consequences of getting something wrong increase as the systems become more powerful and…
- The Incentive To Stay, The Psychology Of Leaving
Head of Real Estate Nadeem Meghji is leaving Blackstone less than a year after taking sole control of its real-estate business, according to a new report from the Wall Street Journal . The official explanation is a desire to spend more time with family. That may be entirely true. But when the head of one of the world’s largest real-estate investment businesses decides to leave after nearly two decades, and less than a year of becoming the boss of real estate, I think investors are entitled to wonder whether the timing tells us something. His departure follows that of former co-head Kathleen…
- We May Only Get One Chance To Stop AI
It’s awful to say but at this point I’m kind of praying that AI industry valuations crash and the industry faces setbacks that give us months to reflect on its companies. Anthropic researcher Jacob Coxon is leaving the AI industry because he believes the race to build self-improving systems is moving faster than the industry’s ability to control them, it was reported yesterday. Coxon, who previously worked at OpenAI, said Anthropic’s safety efforts were sincere but that competition makes meaningful restraint difficult without broader coordination. In an age where everything from warfare to…
- We Aren’t Magically Growing Our Way Out of Debt
By Vincent Cook, Mises Institute As the official federal debt hit the $40 trillion mark and attracted a lot of negative publicity, Treasury Secretary Scott Bessent tried to reassure CNBC’s Sara Eisen in an August 20 interview that there is nothing to worry about: Well, yes, I mean, look, Sara, there’s nothing magic about the $40 trillion number. And we can grow our way out of that. So, but what we do want to signal is, I think that there’s been a lot of misinformation in terms of what’s going on with the deficit, what’s going on with the deficit to GDP. We actually had a fiscal consolidation…
- Japan’s Life Insurers Look Like Silicon Valley Bank And 2008 AIG Combined
Japan’s life insurers are giving me both Silicon Valley Bank and 2008 AIG vibes. They are discovering that “safe” in government paper and “doesn’t lose money” are not the same thing. It’s the same lesson Silicon Valley Bank learned a couple years back before collapsing and almost taking the entire US regional banking sector with it. And the illiquidity they might face should a dire need for capital arise would give off echoes of the cash crunch AIG found itself it back in 2008. Let me explain.
- The Pentagon Just Confirmed One Of My Biggest Investment Theses
There are certain corners of the market that I believe investors can afford to ignore for a quarter, a year, or even an entire market cycle. This is not one of them. I have been bullish on this particular area of the market for years, and my conviction has only grown. Regardless of what happens with the economy, interest rates, or the next major market correction, I believe this industry is on a path toward becoming one of the most strategically important areas of the U.S. economy over the coming decade. And it’s not really a sector I’ve written about too much over the last year or two. I…
- Billionaires Are Buying Into Psychedelics
Putting aside my skepticism of SpaceX for a moment, there is something worth paying attention to in the latest report about the people who made fortunes backing the company: they are now putting serious money into psychedelics. And while I can’t necessarily get behind backing Elon Musk’s idea of elephants performing Les Miserables on the moon, or whatever other “lofty” goals are in the SpaceX S-1, I can get behind these follow up investment ideas. Back in January when absolutely no one was talking about the sector, I officially hung my balls out there and name it my “Best Idea” sector for…
- From Par To Pennies
Private credit’s reckoning is not arriving with one grand, spectacular crash. It is arriving slowly and steadily, one loan at a time. For years, one of private credit’s great attractions was the remarkable stability (or perceived stability) of its valuations. Public bonds could fall ten points in a week. Leveraged loans could gap lower after a bad earnings report. But private loans somehow possessed the soothing ability to remain at 98, 99 or 100 cents on the dollar through almost anything, all while paying investors a healthy yield. Incredible, right? Another financial fairy tale…a…
- Thank You Rick Santelli, You Fucking Legend
It was announced this past week that Rick Santelli will be retiring next month. So today I offer a tribute to perhaps the last man standing on CNBC with a functioning economics textbook, and one of the few figures in financial media who could simply tell you that one plus one equaled two without disappearing into an academic sounding, postmodern, jargon filled bullshit word salad that somehow ended with the conclusion that paying a quadrillion dollars a day in interest on the national debt while inflation ran at 10% was a sign of economic prosperity. Santelli has been on CNBC for years, but…
- The Rush To Pull Gold Out Of The U.S.
It was reported yesterday that the Netherlands just shifted approximately 86 tonnes of its gold reserves from New York and Ottawa to London, explicitly citing “increasing geopolitical unrest” and the need to prepare for severe crises. The Dutch central bank says gold held in London can be accessed and traded more quickly during an emergency than gold stored in New York or Canada. That is some wonderfully sanitized central-bank language to deliver a message that seems to me to be “confidence in the U.S. holding the world’s gold…and likely being a cornerstone of the global economic machine…is…
- Another Place To Hide From The Money Printer
It’s very rare that there’s corners of the market that, after more than two decades in the market, I find myself unfamiliar with. One that I found interesting, a portion of the larger energy sector, I wrote about earlier this week . Today, I’m writing about a second. Today’s piece is a portion of another sector I had never thought about before, but after spending some time reading about it yesterday, I am already interested and think it could deserve a closer look.
- The Fed Added $344B In Treasury Bills In A Year
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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: QTR’s Fringe Finance. 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 10, 2026.