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 | 52 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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TSMC Has Been in the Fulcrum Model Portfolios Since Day One. One Rough Week Doesn’t Change Why.
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Every week I’ll be choosing one name from the Fulcrum Model Portfolios and explaining why it’s there and what I’m watching, rotating through Growth, Aggressive Growth and Quality Income. First up, a name that has been...
OpenAI’s Revenue Came In $20 Billion Less Than Expected. Chip Stocks Fell 3.4% in 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.
OpenAI’s Sales Were $50 Billion, Not $70 Billion, and the...
Micron’s Sales Grew Nearly Five Times in a Year. The Stock Finished the Week Lower.
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.
Micron’s Biggest Quarter Ever Got Sold and the Supply Stor...
Fulcrum Model Portfolios, October 2026
Up 37.79% on a paper account since February against 7.95% for the world index, with every holding, weight and trade from the October 1st rebalance.
This is the first month I'm opening up the whole book. These are three rules-based portfoli...
My model portfolios have returned more than four times the world index since February. Would you pay to see every trade?
Since the February 2nd close, the three stock portfolios my system runs are up 35.36% combined. The MSCI ACWI, the broadest measure of the world’s stock markets, is up 8.44% over the same stretch. That’s 26+ points ahead and more than four...
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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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