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 #25: Your Portfolio Might Not Be What You Think It Is
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Hey there, Most investors don’t know what’s actually happening inside their portfolio. Allocations drift. 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: It’s fast, practical, and gives you clarity most investors never have. 👉 Read the 30-minute portfolio audit guide
If you’ve ever wondered whether your portfolio is actually doing what you want it to do, this will answer that question. See you inside, P.S. After you read it, reply with one thing you discovered when you reviewed your own portfolio. You might be surprised what you find. |
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...
This week in MacroMashup: A Bloomberg-style deep dive into why capitalism vs. socialism is the wrong debate — and why the U.S., Europe, and China are quietly converging into the same hybrid system as the Fourth Turning accelerates. If you’re new here, welcome. If you’re a regular, dive in — this one cuts deep. 👉 Read the full article on Substack. Read Full Article Enjoy!Neil and MacroMashup Editorial Team
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: •...