Sitemap - 2026 - Fidenza Macro
Turning neutral on AI semis and infrastructure
Thoughts on Kevin Warsh's first FOMC meeting
Global macro is getting interesting again
Anthropic drama and a rare trading signal in precious metals
What could possibly go wrong with the AI boom?
Interview with Real Vision - AI, geopolitics, and more
Warning signs for the end of the AI boom
Sources for keeping up with AI
Why I decided to not start a hedge fund
How AI might shape society and what Superintelligence might look like
Where are we in the AI bull market?
Shopping list of ETFs and companies
Subscriber Q&A - principles of tactical swing trading
Three stocks I'm shorting in a recession
The last throes of a declining superpower
How the paid subscription will be changing
The end of the bull market or just a pause for precious metals?
Current themes of focus, part 2