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!
MacroMashup Newsletter #127: Pendulum Politics: Europe, the U.S., and China — The Great Hybridization
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This week in MacroMashup: If you’re new here, welcome. 👉 Read the full article on Substack.
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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!
The latest MacroMashup is live: “The K-Shaped Economy — Winners, Losers, and the New Macro Divide.” Inside this week’s issue: • Bitcoin stalled in a tight range • Gold and silver building strength • Nvidia’s volatility spike • Fed messaging in conflict • How monetary and fiscal choices created the K • Why AI is now splitting the upper-income cohort • Turchin’s wealth pump and elite overcrowding • How to construct a portfolio for a K-shaped world 👉 Read the full article on Substack. Read Full...
Hey there, Most investors don’t know what’s actually happening inside their portfolio. Allocations drift. Risk shifts. Fees stack up quietly. A position you bought years ago becomes your largest exposure without you even noticing. So I wrote something important. It’s a simple routine that lets you audit your entire portfolio in 30 minutes — no spreadsheets, no formulas, no panic. Inside, you’ll learn how to: ✅ Check your allocation ✅ Spot hidden concentration ✅ Compare performance to a fair...
Most people believe the AI boom is in the models.The real boom is in the energy required to run them. AI is driving the fastest surge in U.S. electricity demand in modern history.Data centers are expanding faster than the grid can keep up.Utilities are preparing for load growth they have not seen in decades. This week I published a new MacroMashup analysis on why the biggest investment opportunities of 2026 are forming within the U.S. power grid and energy infrastructure. Inside, I cover: •...