The Alethea Narrative
Craig ShapiroA newsletter that searches for the truth in financial markets while understanding how narratives can help shape investment decisions. This newsletter is for family offices, wealth advisors, and investors who don’t have time to follow every macro twitch
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 153 | Subscribers | Read | thealetheanarrative.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
AI ARMS RACE AND THE REAL CONSTRAINTS
This AI capex buildout story looks more like a repeat of China's 2005-08 fixed asset boom rather than the 1990s tech cycle. Ultimately, physical limits forced a slowdown.
The AI Capex Liquidity Squeeze
AI stopped feeding the market and started feeding on it
The Synchronized Blow-Off
How Treasury, the Fed, and speculative liquidity created a coordinated market top in 2025
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Authors
The writers behind this newsletter.
The Alethea Narrative is run by Craig Shapiro, a Cross Asset Macro Portfolio Manager with 20+ years experience combining bottoms up industry and company fundamental analysis with a top down macro framework.
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