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The Finance Hub

Ibk Eweje, Tolani AV

Macro analysis for people who make real financial decisions.

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PricingFreemiumPublishesWeekly
Issues127Founded2 years agoLast Issue22 hours ago
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hubforfinance.substack.com
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Latest Issues

The Reckoning with Iran

Hormuz Has Been Closed for over 140 Days. The Treaty That Would Settle It Binds Neither Side.

I’ve been following the Strait of Hormuz a lot closer recently. It’s crazy to think that roughly a fifth of the world’s oil and a large share of...

22 hours ago
2
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The Two-Track Economy

The Policy contradiction that is quietly splitting the economy in two

Our government is running three policies at once that don’t necessarily agree with each other.

22 days ago
2
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Positioning for The Other Side of the Boom

Ideas on How to Invest to take Advantage of the AI Boom

Now the question that actually matters for your portfolio: where does the asymmetry of the AI buildout create an edge, and where does it create a trap?

a month ago
1
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The Other Side of the Boom: Who pays for the AI buildout?

A Parallel between the Dotcom Era and the AI buildout Today

In 2001, a Bell Labs researcher named Andrew Odlyzko did something almost no one else in the telecom industry bothered to do. He checked the math.

a month ago
6
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Positioning for a volatile second half

The market just handed you a framework. Two rounds of forced selling are visible on the calendar. The Fed is stuck. The fiscal position is fragile. Here is how to think about the next 90 days.

Let me be direct about what the setup actually...

2 months ago
2
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  • Ibk Eweje

    Finance | Macroeconomics | Bitcoin

  • Tolani AV

    \ud83c\uddf3\ud83c\uddec \ud83c\uddfa\ud83c\uddf8 Beauty|Lifestyle Content Creator &Investor(18\ud83c\udfe1) Inspiring you to embrace beauty &flourish beyond boundaries [email protected]

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