Merkor Research
Substacknewsletter · by Merkor Research · English
- Audience
- 200 subscribers
- Shown publicly on Substack
- Observed frequency
- Every two weeks
- From 5 posts indexed in the last 90 days
- Last post
- Nov 5, 2026
- 6 days ago
- Likely audience
- financial analysts
- Inferred from post content
Merkor Research is a Substack newsletter by Merkor Research covering Federal Reserve interest rate policy, AI infrastructure investment cycle and equity valuation and discount rates. NewsletterFIT indexed 5 posts from it in the last 90 days, most recently on Nov 5, 2026. Shown publicly on Substack: 200 subscribers.
Topics
- Federal Reserve interest rate policy
- AI infrastructure investment cycle
- equity valuation and discount rates
- semiconductor and AI equities
- data center capital expenditure
Recent posts
- Treasury-ing the…
- What a…
- Seasonal errors…
- Merkor Research…
- Say after…
- Yen-terventi…
Sponsors detected
No sponsored posts detected in the last 180 days of indexed posts.
Detected automatically from posts marked as sponsored. Detection can miss or misread placements.
See the full picture on Merkor Research
Subscriber momentum over time, every detected sponsor with the source post, companies and people it mentions, guests, and an alert when any of it changes.
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Compiled from public pages · refreshed Nov 6, 2026 · How NewsletterFIT collects and labels data