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Fabian’s Newsletter

Fabian Franzen

A newsletter focusing on future trends in tech, the internet economy and other things.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues43Founded6 years agoLast Issue4 years ago
Active

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Latest Issues

Will Russia Default?

Due to sanctions Russia is unlikely to be able to pay its debts in 2022. And this is worrying investors - could this lead to the country defaulting?

What’s unique about this situation is that Russia actually has the economic ability to pa...

4 years ago

Will Sanctions on Russia Kickstart The Next Financial Crisis?

In today’s letter:

  1. Collateral, Leverage, and Liquidity - the holy trinity of a financial crisis, and right now it looks like we’re walking right into one.

  2. Tidbits: Are Commodities Overvalued?

Enjoy.


Will Sanctions...

4 years ago
1

What Happens Now?

In today’s letter:

  1. Last week Russia invaded Ukraine - this will affect you in more ways than you think.

  2. I’m amazed by how quick and forcefully western leaders have reacted to Putin. But is there something they’re not telling us...

4 years ago
3

Why Zuck's Metaverse is Dead

In today’s letter:

  1. Mark Zuckerberg is betting big on the Metaverse, but it looks like his Metaverse is about to collapse before it even launches.

  2. Tidbits: China’s Taiwan Temptation, Buying The Dip, and What Is Good Monthly Churn...

4 years ago
2

Why We're Still in a Global Chip Shortage - and Why It Matters.

In today’s letter:

  1. The global semiconductor shortage has caused massive downstream problems in nearly 200 industries and many companies are now struggling to secure enough chips to meet customer demand for their products. But how did...
4 years ago
1

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