The Inflection Economy
Investor Due Diligence Report
substackEconomics
High Conviction Ideas at the Structural Break.
1K
50 paid
N/A
Pricing
$20/mo
$200/yr annual option
$795
50 paid subs
$795/mo – $795/mo(±0%)
6.2
0.62%
(comments + likes) / subscribers
Weekly
1.6 posts/week
63/100
Consistent (~5.0d avg)
| Newsletter | Subscribers | Weekly Growth | Price | Platform |
|---|---|---|---|---|
| Kyla’s Newsletter | 156K | +0.7% | $10/mo | substack |
| Geld für die Welt | 41K | N/A | $5/mo | substack |
| Alex Krainer's Substack | 34K | N/A | $5/mo | substack |
| Rational Optimist Society | 26K | N/A | Free | substack |
| Month | Subscribers | Est. Revenue | Change |
|---|---|---|---|
| Feb 2026 | 1K | $906.3 | — |
| Mar 2026 | 1K | $906.3 | ~0% |
| Apr 2026 | 1K | $906.3 | ~0% |
Platform Dependency
Hosted on substack subdomain
Publishing Consistency
Variable publishing frequency
Key Person
Single-author publication — key-person dependency
Revenue Model
Active paid subscription tier
Subscriber threshold
1K subscribers — below the 5K category median (based on 83 newsletters)
Has paid tier
Active paid subscription offering
Peer monetization
100% of 58 similar-size peers in Economics have paid tiers
Pricing position
$20/mo vs $8/mo category median (191 newsletters)
| Date | Monthly | Annual |
|---|---|---|
| Mar 2026 | $20 | $200 |
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 | 49/100 | 30% |
| Paid Subscriber Ratio | 57/100 | 25% |
| Publishing Consistency | 36/100 | 10% |
| John Rubino's Substack |
| 23K |
| N/A |
| $5/mo |
| substack |