Some early birthday presents for me, and SpaceX.
Finance newsletter earnings, ranked by estimated MRR
Public revenue estimates and confidence signals for tracked finance newsletters.
| Rank | Publication | MRR | ARR | MoM |
|---|
Public revenue estimates and confidence signals for tracked finance newsletters.
| Rank | Publication | MRR | ARR | MoM |
|---|

Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.
Earnings Estimates (Gross MRR)
$1.3MMidpoint (best estimate)Subscriber Composition
9%PaidRevenue Estimates (Gross MRR)
$1.3MRange $453K – $1.9MNov 25, 2025 - Jun 18, 2026
Subscriber Count
286KNov 25, 2025 - Jun 18, 2026
Publish Cadence
3.0Per weekNov 25, 2025 - Jun 18, 2026
Paid Content Mix
85%May 15 - Jun 18
Median Engagement Per Post
Median 322 reactions / 114 comments / 20 restacks per recent post
Estimate Summary
Cassandra Unchained is estimated from the public paid-audience bucket "Tens of thousands of paid subscribers" and regular web subscription prices. finance-v1 uses a 70% monthly / 30% annual mix and reports gross MRR before any discounts, fees, taxes, refunds, churn, or comp adjustments. The base/high paid-subscriber estimates are sanity-capped against the visible free subscriber count.
Recent Posts
Some early birthday presents for me, and SpaceX.
And a Plea for Charity Suggestions
Talk about a dog of a stock, now under $48 from $226 early last year.
The market continues to punish the stocks of large, well-established businesses with significant owners earnings, little debt, and large buybacks, which are accretive to intrinsic value per share at current levels.
Buying a Long-Term Compounder on a Simple Rule
lululemon athletica's (LULU) Earnings Call & Trades
Trades, Short Philosophy, SpaceX bits, and Memory Chips Misremembering
Sneak Peek into Heretic’s Guide to AI’s Stars Part IV
News at the intersection of Artificial Intelligence, technology and business including Op-Eds, research summaries, guest contributions and valuable info about A.I. startups.
Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.
We're the FT's finance blog. If it's dumb, delightful or just weird and involves money we're probably interested in it.
Attorney | Due Diligence and Red Flags | AI, Semiconductors and the Magnificent 7 | Technology focusing on China | kakashiii111@proton.me