FDW Capital
Independent financial advisor and researcher. Global equity markets, energy geopolitics, portfolio strategy — and the macro complexity that comes with being based in Argentina.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 22 | Founded | 6 months ago | Last Issue | 8 days ago |
| Active | |||||
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fdwcapital.substack.comLatest Issues
The prisoner's dilemma in AI?
An unexpected warning? Or were there signs?
On Saturday, Anthropic CEO Dario Amodei published an article titled “We Must Pace the Frontier.” This came at the end of a week that brought some good news for the entire AI sector:
- Orac...
Macro Thoughts - We need to be cautious.
This is going to be a very short article, different from the rest of my reports. It is essentially a reflection of what is on my mind; rather than writing several separate notes, I prefer to produce a brief article explaining my perspective...
How do markets behave during election periods?
This article is going to be a bit more “nerdy” than usual.
We won’t be discussing any specific stocks; instead, I’ll share some research I’ve been conducting over the past few weeks regarding market behavior during election periods. I’ll p...
Mercado Libre Q2 – Simply amazing numbers
My Personal View
I want to clearly explain the numbers reported by this incredible company that simply never stops growing. And, by the way, with this quarter Mercado Libre has now reached 30 consecutive quarters of more than 30% year...
ServiceNow Q2 2026: The AI Control Tower Passes Its Stress Test
The setup: a stock priced for disruption
ServiceNow walked into this print as the most contested large-cap name in enterprise software. The stock had been cut roughly in half over twelve months, was down about 37% year to date, and fel...
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Authors
The writers behind this newsletter.
Asset management, financial advisory services, and in-depth research. Geopolitics posts too. Specializing in the Argentine and Latin American markets.
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