You work hard to earn your wealth. Now it's time to protect it. Learn how clean energy investments can be the best solution for you or your clients to significantly reduce your taxable income. Also, every week I publish Macro Mashup, in both newsletter and podcast format, where I dive into everything you'll want to know to make smart business and personal financial decisions. Subscribe today to get your weekly dose!
Fearless Investor Newsletter #19: Macro Mayhem and the New American Dilemma
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This summer, markets partied like risk didn’t exist. AI hype drove record highs, the dollar stayed dominant, and investors convinced themselves America could outgrow gravity. But now that fall has arrived, the euphoria is cracking. The U.S. is waging an economic cold war with the same country it relies on for critical materials. Debt keeps rising, yet yields remain irresistible. The “Magnificent 7” are unstoppable while everything else drowns in liquidity. In this week’s Fearless Investor, we’ll dissect the contradictions fueling today’s markets where power, policy, and profits are dangerously misaligned. Inside the full edition:
Fear less, |
Neil Winward - Dakota Ridge Capital
You work hard to earn your wealth. Now it's time to protect it. Learn how clean energy investments can be the best solution for you or your clients to significantly reduce your taxable income. Also, every week I publish Macro Mashup, in both newsletter and podcast format, where I dive into everything you'll want to know to make smart business and personal financial decisions. Subscribe today to get your weekly dose!
This week’s MacroMashup unpacks a market narrative where everything feels “just right”—until it isn’t. Goldilocks still loves the music, but the rhythm is changing fast. Precious metals and Bitcoin glitter again, Washington plays venture capitalist, and AI turns into a trillion-dollar feedback loop. Inside This Edition: Goldilocks & the Markets: What happens when the music stops? Gold, Silver & Bitcoin: The inflation-hedge trio returns with a twist. America’s ‘V.C.’ Portfolio:...
Artificial Intelligence is reshaping how capital moves. The smartest investors are already using AI to sharpen forecasts, uncover risks, and find opportunities before the rest of the market catches up. From hedge funds decoding sentiment to PE firms sourcing deals through data, AI is becoming the new source of alpha. Those who embrace it will lead. Those who wait will lag. 👉 Read Full Article → https://open.substack.com/pub/neilwinward/p/ai-for-investors-strategic-benefits Fear less,Neil...
Gold isn’t just shining—it’s sending a message. Central banks are buying at record levels while quietly cutting their Treasury exposure. At the same time, silver, copper, and platinum are moving from the sidelines to the center of global strategy. This isn’t a typical boom-and-bust cycle. It’s structural. Driven by debasement, energy transition, and geopolitics, metals are becoming the new core reserves for nations and the new hedges for investors. In this week’s MacroMashup, we'll break...