Ed Dowd: Beyond the Narrative
Ex BlackRock equity portfolio manager
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 13 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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eddowdbeyondthenarrative.substack.c...Latest Issues
The AI Game Of Thrones
Winter is coming for the AI industry, and the great houses are already drawing swords
On one side sit OpenAI and Anthropic, wrapping themselves in the banner of “safety”…House Monopoly. On the other sit the accelerationists including David...
The Post Labor Day AI Panic Psyop Has Been Launched!
Background
On Tuesday, September 8, the day after Labor Day weekend (love the timing!) a young man by the name of Jacob Coxon put out a post on X…his first post ever and it went mega viral. He is a former employee of both Anthropic and Ope...
Private Credit Stress: Data Points & Breadcrumbs
Fundamentals are slipping in the dark.
The hardest part of watching private credit break is that you are not supposed to be able to watch it.
Bessent Intervenes In The Long-end US Treasury Market: Lower Yields Are Coming…Nobody Will Like Why
On August 19th the Treasury announced it would increase the size of its nominal long-end liquidity support buybacks beginning September 9. The long end yields declined on the headline. Cue the usual chorus of X hot takes: stealth QE, yield-...
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...
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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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