Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
loved
One of the best macroeconomic newsletters I follow. Seriously just knows how to lay the logic out in charts and graphs.
Doug O'Laughlin's Substack recommendations page (no publication date shown on page; date is fetch date, 2026-09-25) — he personally blurbs newsletters he recommends to his subscribers (undated page)
fabricatedknowledge.com ↗
Economics writer and author of the Noahpinion newsletter; former Bloomberg Opinion columnist.
recommended
One of the best econ data blogs out there. By Joey Politano.
Noah Smith's own recommendation blurb for the newsletter Apricitas Economics, on their Substack's recommendations page.
noahpinion.blog ↗·2023-10-19
Economist and creator of the Sahm Rule recession indicator; writes the Stay-At-Home Macro newsletter.
recommended
Joey Politano clearly explains the latest current economic discussion with lots of data and charts.
Claudia Sahm's own recommendation blurb for the newsletter Apricitas Economics, on their Substack's recommendations page.
stayathomemacro.substack.com ↗·2022-06-13
Economic commentator and author of In This Economy?; writes and posts about how money and markets work.
recommended
Joey is one of my favorite econ writers. His content is always topical, thoughtful, and ties application and theory together really well.
Kyla Scanlon's own recommendation blurb for the newsletter Apricitas Economics, on their Substack's recommendations page.
kyla.substack.com ↗·2022-04-12
Technology journalist; writes Understanding AI
recommended
If you want a deep, data-driven understanding of the economy, you need to be reading this newsletter.
His Substack's 'Recommended by Understanding AI' page listing newsletters he endorses (page carries no publish date; retrieval date used) (undated page)
understandingai.org ↗