Investment theses in Small Caps & Macroeconomic analysis

Investor Due Diligence Report

substackEconomics

Portfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox.

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Key Metrics

Subscribers

270 paid

Verified

Weekly Growth

Paid Sub Retention (30d)

Insufficient data

13 of 30 days needed

Revenue Analysis

Pricing

$36.95/mo

$325/yr annual option

Est. Monthly Revenue

$7K

270 paid subs

$7K/mo – $7K/mo(±0%)

Engagement

Avg Likes/Post

10.7

Engagement Rate

0.12%

(comments + likes) / subscribers

Quality & Publishing

Audience Quality Score

25Below Median

0100

Publishing Pace

Weekly

1.0 posts/week

Score based on available components only.

Component	Score	Weight

Competitive Landscape (Economics)

Newsletter	Subscribers	Weekly Growth	Price	Platform
Kyla’s Newsletter	149K	+0.7%	$10/mo	substack
Economics Matters by Laurence Kotlikoff	124K	+0.4%	$25/mo	substack
Notes on the Crises	57K	N/A	Free	substack
Stay-At-Home Macro (SAHM)	41K	N/A	$10/mo	substack

Revenue Trajectory

Estimated monthly revenue over time

Month	Subscribers	Est. Revenue	Change
Feb 2026	9K	$8,382.09	—
Mar 2026	9K	$8,382.09	~0%

Risk Assessment

Key risk factors for due diligence

High

Platform Dependency

Hosted on substack subdomain

Medium

Key Person

Single-author publication — key-person dependency

Low

Audience Concentration

Consistent engagement across posts

Low

Revenue Model

Active paid subscription tier

Monetization Readiness

Monetization status

Subscriber threshold

9K subscribers — above the 5K category median for first paid tier

Has paid tier

Active paid subscription offering

Peer monetization

100% of 40 similar-size peers in Economics have paid tiers

Pricing position

$36.95/mo vs $13.44/mo category average (188 newsletters)

Pricing History

Date	Monthly	Annual
Mar 2026	$37	$325

Data Quality

Report Data QualityFull - All metrics available

Subscriber Confidenceverified

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.