Fulcrum Insights
Weekly macro and crypto analysis of what actually moved markets, written by a former registered investment advisor who sources every number himself.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 43 | Founded | 9 months ago | Last Issue | 7 days ago |
| Active | |||||
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fulcruminsights.substack.comLatest Issues
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...
Nvidia’s Stock Has Dropped After Four Straight Earnings Beats. The Report That Still Moves Comes a Day Later.
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 $245 and Nvidia up more than 2% early morning. The rebound runs...
The Treasury Is Buying Back Its Own Debt. Bitcoin Just Had Its Best Week Since 2023.
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.
A $4 Billion Answer to a $40 Trillion Problem
The...
Two Inflation Prints Delivered the Entire Week’s Gain. The Other Three Sessions Gave Most of It Back.
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.
Everything That Mattered Happened on Two Mornings
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A $45 Billion AI Fund Was Forced to Sell. The Market Took Off the Moment It Was Done.
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 Fund That Owned the AI Trade Was Forced to Sell It
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| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
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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