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 #140 - When Price Can’t Fix Scarcity
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AI demand is accelerating. Energy infrastructure isn’t. Markets assume price clears scarcity. But when constraint is temporal, not cyclical, price alone isn’t enough. In this week’s MacroMashup: • Why the Simon–Ehrlich logic breaks under time constraints • Where capital is underpricing energy bottlenecks • How to allocate when supply cannot scale on demand’s timeline This isn’t about hype. It’s about sequencing.
— Neil |
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!
AI demand is scaling fast. The grid isn’t. Markets are pricing compute on a software curve. Infrastructure builds on a multi-year curve. That gap is where risk — and opportunity — live. In this week’s MacroMashup: • Why electricity politics just entered the AI story • The natural gas compression trade forming underneath • Why transmission is the binding constraint • Where capital should position in a time-constrained regime This isn’t about hype. It’s about physics. Read MacroMashup — Neil
Something feels different about markets in 2026. Not panicked. Not euphoric. Constrained. This week’s Fearless Investor breaks down why capital is behaving rationally even as narratives miss the point. Inside: Why liquidity is selective, not gone How constraints reshape risk What investors should actually watch this year Read the full article here → – Fearless Investor
Half of global emissions come from sectors batteries cannot easily decarbonize.That’s the opening for hydrogen. Electrolytic hydrogen converts renewable electricity into a storable fuel — capable of powering steel production, cargo shipping, and long-haul freight. Governments have pledged over $100 billion.Electrolyzer costs have fallen 60% since 2015.Hydrogen could supply 20% of global energy demand by 2050. This isn’t hype.It’s industrial infrastructure. In today’s video, we break down:–...