Yield Theory
Monthly market research, stock analysis, congressional trades and free investing tools
A monthly research letter combining macro analysis, stock research, and congressional trade tracking, source-led and explicit about assumptions and risk.
Yield Theory is a monthly research letter for self-directed investors, combining macro analysis, stock research across 100+ tickers, congressional trade tracking, and a free set of investing tools in one place.
Research is source-led: filings, disclosures, and transcripts are cited, with assumptions and risks stated explicitly and what would change the thesis called out. A free research archive, investing glossary, and calculators (compound interest, DCA, CAGR) sit alongside the paid monthly letter.
What it does differently:
- Combines macro research, stock analysis, congressional trades, and calculators in one place
- Cites sources and states assumptions and risks up front
- Explains investing concepts in plain English
- Offers a free research archive and tools alongside the paid monthly letter
Not a good fit for: day traders, guaranteed-return seekers, or anyone looking for personalized financial advice. This is research and education for self-directed investors, not a signals service or an advisor.
Educational only; not personalized investment advice.
What we like
- Combines macro research, stock analysis, congressional trades, and calculators in one place
- Cites sources and states assumptions and risks up front
- Explains investing concepts in plain English
- Free research archive and tools alongside the paid monthly letter
What to watch
- Not built for day traders or short-term signals
- Educational only, does not provide personalized financial advice
Try Yield Theory
From $24.99/mo.
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