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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 13 | Founded | 3 months ago | Last Issue | 5 days ago |
| Active | |||||
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fdwcapital.substack.comLatest Issues
The Memory Cycle, Explained
One of the most fascinating charts I’ve seen recently comes from Bernstein’s semiconductor research team.
It shows earnings per share for Samsung, SK Hynix, and Micron exploding over the next 18 months, reaching levels that would have seem...
Banking Without Branches: Why I'm Buying Nubank at $12
Note to Readers
This valuation is being shared exclusively with clients of my financial advisory service. As part of my commitment to providing value beyond portfolio management, clients receive early access to selected deep-dive research...
Mastercard (NYSE: MA): The Toll Road of Global Commerce Is Quietly Becoming Something Bigger
Company Deep Dive, June 2026
Executive Summary
Oil Might Take Longer to Come Down Than the Market Thinks
The Consensus Trade
The consensus trade in oil right now is unambiguous: prices will fall sharply once the Strait of Hormuz reopens. As of June 5, 2026, Brent crude is trading at $92 per barrel (down from a conflict peak above $113) wit...
When Empires Need Minerals: The Geopolitics of the New Resource Race
In the autumn of 1884, the great powers of Europe sat down in Berlin and drew lines across a map of Africa. Otto von Bismarck, the host, had called the conference ostensibly to preserve peace, the scramble had already begun and was threaten...
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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