Surreal Edge
Fredy SolanoInvestment newsletter that connects physical reality (supply chain bottlenecks, energy constraints, geopolitical fractures) with asymmetric investment scenarios.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 18 | Founded | 4 months ago | Last Issue | a month ago |
| Active | |||||
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desolano.substack.comLatest Issues
The Hard-Assets Trade Wall Street Is Missing.
Investors have spent trillions chasing the companies building artificial intelligence.
But AI cannot run on software alone.
Every new data center requires power, grid upgrades, copper wiring, aluminum, steel, cement, cooling systems, and...
When Robots Become Human: Physical AI’s Dystopian.
The popular narrative says robots are about to enter every home. First-principles thinking says the near-term winners will be more boring, more profitable, and far more important: factories, warehouses, grids, ports, and constrained industr...
The AI Trade Is Overcrowded. The Real Alpha Is Hiding in Boring Cash Machines.
“The market is a voting machine in the short term, but a weighing machine in the long term.”
— Benjamin Graham
Every cycle creates a consensus trade. Today, that trade is AI infrastructure.
The market has concentrated capital into a...
The Land of the Rising Sun is Repricing the World’s Cost of Capital
The yen has traded near ¥164 per dollar—its weakest level since 1986—even after the Bank of Japan raised its policy rate to 1%, the highest in more than three decades. Japan also spent about ¥11.7 trillion intervening in foreign-exchange ma...
The Dollar Monopoly Is Becoming a Portfolio Risk
The retail conclusion is simple: sell stocks, buy gold and wait for the crash. The portfolio-management conclusion is harder: the global system is moving from disinflationary globalization toward fiscal dominance, industrial policy, reserve...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Surreal Edge.
| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Porfolio Manager at superrealis.com | Equity Research, Business Valuations and Future Oportunities. Techology | Physical AI | Quantum Computing
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