Investor Due Diligence Report
Economic intelligence and macro strategy, uncovering the transmission chains that connect the real economy and liquidity conditions to equities, FICC and digital assets. For traders, policymakers, operators and anyone else tracking the macro regime.
980
N/A
Pricing
$50/mo
$500/yr annual option
$1K
~34 est. paid subs
$676/mo – $2K/mo(±50%)
0.1
5.4
0.56%
(comments + likes) / subscribers
~2x per week
2.0 posts/week
63/100
Consistent (~3.7d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Paul Krugman | 624K | +0.3% | $7/mo | substack |
| Noahpinion | 460K | +0.2% | $10/mo | substack |
| Kyla’s Newsletter | 168K | N/A | $10/mo | substack |
| Economics Matters by Laurence Kotlikoff | 163K | N/A | $15/mo | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Apr 2026 | 200 | $278.25 | — |
| May 2026 | 200 | $278.25 | ~0% |
| Jun 2026 | 200 | $278.25 | ~0% |
| Jul 2026 | 200 | $278.25 | ~0% |
| Aug 2026 | 200 | $278.25 | ~0% |
| Oct 2026 | 980 |
Platform Dependency
Operates on custom domain (research.lighthousemacro.com)
Publishing Consistency
Variable publishing frequency
Key Person
Single-author publication — key-person dependency
Audience Concentration
Consistent engagement across posts
Subscriber threshold
980 subscribers — below the 4K category median (based on 27 newsletters)
Has paid tier
Active paid subscription offering
Peer monetization
33% of 12 similar-size peers in Economics have paid tiers
Pricing position
$50/mo vs $8.5/mo category median (88 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Oct 2026 | $50 | $500 |
| Aug 2026 | $75 | $750 |
| Apr 2026 | $50 | $500 |
Disclaimer: This report is generated automatically based on publicly available data and proprietary estimation models. Estimated subscriber counts are derived from engagement patterns and should be verified through direct disclosure. Revenue estimates are based on known pricing and estimated paid subscriber counts. This report is for informational purposes only and should not be the sole basis for investment decisions.
Score based on available components only.
| Component | Score | Weight |
|---|---|---|
| Engagement Rate | 48/100 | 30% |
| Publishing Consistency | 48/100 | 10% |
| Nassim Nicholas Taleb |
| 36K |
| +3.2% |
| Free |
| substack |
| $1,351.5 |
| +385.7% |
Revenue Model
Active paid subscription tier