Fulcrum Insights
Weekly macro and crypto analysis of what actually moved markets, written by a former Fidelity investment advisor who sources every number himself.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 60 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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fulcruminsights.substack.comLatest Issues
The Fulcrum Model Portfolios Held Arista Through a 22% Drop. Then It Posted Record Growth.
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The Fulcrum Model Portfolios are three rules-based stock portfolios, Growth, Aggressive Growth and Quality Income, that I publish in full for paid subscribers. Every week I’m choosing one name from them and explaining...
Fulcrum Model Portfolios, November 2026
Up 32.31% on a paper account since February against 5.99% for the world index, with every holding, weight and trade from the November 3rd rebalance.
This is the November book. These are three rules-based portfolios I run on a paper account...
Google Cloud Grew 103%. Alphabet Had Its Worst Day Since Going Public Anyway.
Welcome if you’re new and thanks for coming back if you’re a regular. Fulcrum Insights is my weekly take on what moved markets, what matters next, and what I’m watching.
Alphabet Is Now Spending More Cash Than It Brings In
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Fulcrum Model Portfolios, Weekly Report, October 30th
Weekly Report, week ending October 30th, 2026
Why the Fulcrum Model Portfolios Own Canadian Natural for Its Cash, Not Its Oil
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The Fulcrum Model Portfolios are three rules-based stock portfolios, Growth, Aggressive Growth and Quality Income, that I publish in full for paid subscribers. Every week I'm choosing one name from them and explaining...
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Independent analysis of equities, crypto and macro by a former Fidelity investment advisor who cuts through the noise to find what actually matters. Publisher of Fulcrum Insights and Fulcrum Model Portfolios. fulcrummodelportfolios.com
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