Ed Dowd: Beyond the Narrative
Ex BlackRock equity portfolio manager
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 9 | Founded | 2 years ago | Last Issue | 10 days ago |
| Active | |||||
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eddowdbeyondthenarrative.substack.c...Latest Issues
Mark Walter’s $20 Billion Regulatory Margin Call: How Guggenheim’s Insurance Arm Funded His Empire
I am authoring this article to simply explain the link between Mark Walters, Guggenheim, private credit, private equity and insurance companies. Many of you may have seen the recent headlines regarding an individual by the name of Mark Walt...
Absolutely Surreal: Anthropic CEO's Wife & "Sounding Board" Once Pitched a Visionary Porn Company to Jeffrey Epstein
I opened up X last night and my jaw dropped as I read this post about the Anthropic CEO’s wife:
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What? Absolutely surreal. The Source is the WSJ. Not some random Substack or 4chan thread. The Journal!
Sure…let’s hand over th...
US Disabilities Hit an All-Time High of 37 Million In July: UP 23% Since Feb 2021
The latest Bureau of Labor Statistics data is out, and the number of Americans ages 16 and over reporting a disability has hit a new all-time high of roughly 37 million. As of July 2026, the Current Population Survey series sits at 37,029,0...
The US Monetary Authority Yen Intervention Does Not Fix Japan's Underlying Structural Issues
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My conclusions on the Bessent yen intervention:
• The move is a temporary Band-Aid at best and sharp yen strength can historically trigger carry-trade unwinds and risk-asset volatility, but it does not fix Japan’s structural...
Odds Trump Issues EO Implementing SAVE Act Provisions Before Midterms Are High
Chances of Delayed or Canceled Miderms While Low Are Not Zero...Uncertainty Ahead
Video transcript below was creaded by Substack. Recomend watching video instead.
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Authors
The writers behind this newsletter.
Ex-Wall Street Professional now on Team Humanity. My book Cause Unknown: The Epidemic of Sudden death in 2021 & 2022 propelled me as an alternative voice during the pandemic and the economic implications that continue to plague us today.
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