Sitemap - 2026 - Fidenza Macro
The Treasury buyback announcement is a nothing burger
July 2026 - A turning point in the AI supercycle
AI vibe shift, broad market views
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