Newsletter Announcement

Changes Effective Immediately

To investors,

I am officially making a change to the frequency of this newsletter. As many of you know, I’ve been publishing my research & analysis on Substack since May 2021, when I started writing daily analysis on the economy, stock market, and crypto market. The first 89 editions were published on that cadence until I reduced the frequency to 2x/week in September 2021, in addition to the premium content that I send out on weekends.

Today, I’m announcing that I’ll be switching the frequency of the newsletter to a weekly cadence. As a reader, here’s what you can expect from me:

• As a free subscriber, you will receive one newsletter per week, analyzing the new charts, developments, and data that have unfolded in the economy, stock market, and crypto. In each of these newsletters, I’ll be providing my analysis to explain why it’s important and how the new data fits into the historical context & general macro themes. This research will be published every weekend, discussing my most important insights from the prior week’s data.

• As a premium subscriber, you will receive the above, plus the following:

  • My weekly deep-dive on stock market dynamics, highlighting the key data influencing my market outlook as well as the individual stocks & ETF’s that I’ll be watching the upcoming week.

  • Monthly portfolio updates where I share my individual holdings, asset class allocations, and how I’ve structured my investment portfolio.

  • Ad-hoc deep-dives to share my exclusive research on the economy, financial markets, and crypto.

  • If you’re interested in this research, I’m running a 20% discount for monthly and annual subscriptions that you can redeem with the link below:

Essentially, the only change is that the cadence of the free newsletter is decreasing to one publication per week.

My primary focus in 2022 is to share my research and analysis with you and continue to grow an audience. This newsletter has been and will continue to be a core pillar for how my research is published, alongside Twitter. In addition to those pillars, I will be expanding my research to YouTube, Reddit, and potentially other platforms. I hope to share those new research ideas with you soon.

Until then, you will continue to receive important market updates from me every weekend!

Talk soon,

Caleb Franzen