Simon's Substack
Simon's Substack published 21 pieces between 2026-04-30 and 2026-10-23, covering 8 tickers plus 5 macro pieces with no single ticker. Quant Data extracted 283 discrete claims from them, of which 24 were directional statements on a named ticker. Over the last 30 days it published 2 pieces, about 0.5 a week. These are counts of what was published, not a judgement of it.
No audit result is shown for Simon's Substack. Results appear on this site only for sources whose full posting history has been through the finance-influencer audit and whose grade is published under that page's naming policy.
What kind of claims it makes
| Claim type | Count | Share |
|---|---|---|
| numbers on the record | 79 | 28% |
| theses | 49 | 17% |
| risks | 32 | 11% |
| falsification points | 31 | 11% |
| directional statements | 24 | 8% |
| catalysts | 20 | 7% |
| contrarian points | 17 | 6% |
| omissions flagged | 16 | 6% |
| competitive notes | 13 | 5% |
| valuation points | 2 | 1% |
Claim types are assigned during ingestion. "Omissions flagged" counts places where the reader noted a piece gave a view without a target, a timeframe or a falsification condition.
Tickers it writes about most
Each piece is tagged with one primary ticker; passing mentions are not counted.
Most recent pieces
| Date | Ticker | Title |
|---|---|---|
| 2026-10-23 | — | Gold ~ Close Trade |
| 2026-10-21 | — | Gold ~ A Rare Short |
| 2026-09-22 | — | USD ~ Something Concerning? |
| 2026-09-20 | IVR.AX | Australasian Silver Miners (1 of 2) |
| 2026-09-20 | GLD | Gold’s Cycle Situation - Short-Term, Bullish. |
| 2026-09-14 | GLD | Gold’s Moving Averages Being Tested |
| 2026-09-06 | AG | Silver Miner Charts of Interest (4) |
| 2026-09-03 | GLD | Gold’s Bull & Bear Case |
| 2026-08-28 | — | Trade Alert ~ Possible Left Translation In Gold |
| 2026-08-20 | ABRA | Silver Miner Charts of Interest (3) |
| 2026-08-19 | GLD | Gold Cycles |
| 2026-08-19 | GRSL | Silver Miner Charts of Interest (2) |
Days with a written note
- October 23, 2026 — Ten research notes from nine publishers: Tech earnings anxiety triggers market rotation to defensive sectors, while Amazon's Trainium3 and Microsoft's Copilot show structural progress
- October 21, 2026 — Quant Data Daily Research Notes: 10 pieces from 6 publishers covering SpaceX, Netflix, and Meta earnings
- September 6, 2026 — Four notes, four publishers: Irrational Analysis dismantles the HBM supercycle thesis, Simon's Substack ranks silver juniors, Macro Charts flags a positioning minefield, Capital Wars probes Bitcoin's liquidity ties
- September 3, 2026 — Eight research notes from six publishers: Broadcom's $230B AI guide splits Wall Street, Snowflake's flywheel accelerates, and gold sits at a bull/bear fork
Counts are computed from Quant Data's ingestion ledger of Simon's Substack's pieces, drawn from publicly available Substack newsletters that Quant Data accesses through paid subscriptions. Titles belong to the publisher. Educational only: not investment advice, not a recommendation.
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