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 | 18 | Founded | 4 months ago | Last Issue | 18 days ago |
| Active | |||||
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fdwcapital.substack.comLatest Issues
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...
THE 2026 SUPER EL NIÑO: A GLOBAL ROTATION TRADE
This article is for informational purposes only and does not constitute an investment recommendation.
All investments carry risk, and this article provides a high-level overview of potential winners and losers in the event of a “Super El...
Vista Energy: Record Results, Record Cash Flow, Same Investment Thesis
Yesterday, my favorite oil company reported its second-quarter 2026 results.
This is a short article explaining the key metrics of a company with spectacular management and a level of efficiency rarely seen in the industry.
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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...
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| Subscribers | Engagement | 76 | 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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