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 | 15 | Founded | 4 months ago | Last Issue | 15 days ago |
| Active | |||||
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fdwcapital.substack.comLatest Issues
The E Is Lying: Covello and the Earnings Bubble
When the head of global equity research at Goldman Sachs sits down to grade his own homework, it is worth paying attention. When that person is Jim Covello: the top-ranked semiconductor analyst of his generation, a man who watched the dot-c...
THE 2026 SUPER EL NIÑO
What is El Niño? The mechanism behind the name
Before talking portfolios, it is worth understanding the physical phenomenon, because everything that follows (from the collapse of Asian harvests in 1877 to the table of equity winners and...
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
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
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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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