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Fulcrum Insights

Weekly macro and crypto analysis of what actually moved markets, written by a former registered investment advisor who sources every number himself.

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Substack
PricingFreemiumPublishesWeekly
Issues46Founded10 months agoLast Issue6 days ago
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Latest Issues

The Fed Raised Rates for the First Time Since 2023. The Nasdaq and Bitcoin Finished the Week Higher 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.


The Hike Landed, and the Fed’s Own Forecasts Say It Isn’t...

6 days ago
39
10

Oracle Grew 30% and Spent More on Data Centers Than It Made. The Rally Lasted Half a Day.

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.


Oracle Beat on Everything and Its Shareholders Are Paying...

14 days ago
69
14

Broadcom Grew 86% and Got Sold. Snowflake Grew 35% and Got Bought.

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.


Same Night, Same Growth Story, Opposite Verdicts


T...

21 days ago
20
10

Nvidia Beat on Everything. Kevin Warsh Stole the Show 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.


Warsh Said the Blame for 65 Months of Inflation Sits With...

a month ago
27
8

Nvidia’s Stock Has Dropped After Four Straight Earnings Beats. The Report That Still Moves Comes a Day Later.

Why Wall Street is watching the wrong chip report this week

Chip stocks sold off Monday and dragged the S&P 500 and Nasdaq down with them, with Marvell giving up 3.3% to close at $229.29. Tuesday flipped it, with Marvell up about 7% to $24...

a month ago
20
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  • Fulcrum Insights

    Fulcrum Insights provides independent market analysis of equities, crypto, and macro trends. Written by a former registered investment advisor turned independent investor who cuts through the noise to find what actually matters.

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