The Finance Dude
With 10 years of experience at a top-tier bank, I bring you a blend of stock analyses, daily comments on macro events and earnings reports, views of my watchlist and portfolio, and more! Want to be a Dude? Subscribe to The Finance Dude's Substack!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 108 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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thefinancedude.substack.comLatest Issues
NVIDIA Q1 FY27: October Base Case ✅ $10 Trillion Is Next ⏳. One Scenario Now Prices NVIDIA a $20 Trillion Company ❓. Here's Where I'm Setting New Targets.
Everything you need to know about NVIDIA's earnings.
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Build Your Own Caterpillar Valuation Model: DCF Tool Inside
Test your thesis: A downloadable DCF model for Caterpillar valuation.
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$CAT Stock Analysis #25 - S&P 500 | Caterpillar is the Picks and Shovels of the AI Race. But Has the Market Already Priced In the Gold?
Caterpillar Analysis 1.0
What The Market Sees
- Rather than developing AI technology itself, Caterpillar supplies the critical equipment needed to power and support AI-driven infrastructure — turbines for on-site primary power at...
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Something new just went live for paid subscribers.
The The Finance Dude Chat.
It’s live at thefinancedude.substack.com/chat — and it’s paid-only.
Here’s exactly what I’ll be using it for:
- Stock flash takes: A number that...
The 30-Year at 5.13%, Oil at $109, and Zero Cuts Priced In — TFD Weekly Briefing · May 17, 2026
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Another wild week in markets.
This was the week the disinflation narrative officially died, the bond market revolted, and the Trump–Xi summit came back with one Boeing order and not much else. Risk-off Friday, but more importa...
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The writers behind this newsletter.
BSc & MSc in Economics. Certified European Financial Analyst. Asset Finance professional helping retail investors think like professionals. Long-term investor focused on Fundamental Analysis. Not a financial advisor.
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