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Public revenue estimates for tracked finance newsletters.
| Rank | Publication | MRR | ARR | YoY |
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Tracked Publication
A daily look into the thinking of veteran macro investor Bob Elliott as he navigates some of the most challenging market dynamics he's seen over his career.
Earnings Estimates (Gross MRR)
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over 399 posts
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Recent Posts

It's a jam packed employment week which brings the QRA, election, and more monetary policy news out of the RBA and BoE. But it's the rerating of the AI trade that is looming most of all.

A recording from Bob Elliott and Prometheus Research's live video

For much of the second half markets have been all-in on a nominal growth boom ahead. The latest growth data and AI-related company reports are calling those hopes into question.

Google’s announcement of nearly 1tln in forward commitments alone once again highlights how much of the AI boom today is being greased by all those involved committing to deliver future cash.