The Finance Hub
Ibk Eweje, Tolani AVMacro analysis for people who make real financial decisions.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 126 | Founded | 2 years ago | Last Issue | 14 hours ago |
| Active | |||||
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hubforfinance.substack.comLatest Issues
The Two-Track Economy
Our government is running three policies at once that don’t necessarily agree with each other.
Fiscal policy (domestic government spending) wants growth. Trade policy (with other countries) is losing its legal footing. Monetary policy (fro...
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?
The Other Side of the Boom: Who pays for the AI buildout?
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.
The entire pace of the fiber optic buildout rested on the premise that the Internet traffic...
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...
They Rewrote the Rules for SpaceX and You Are Paying for It.
Friday’s market decline was not random. It was the predictable result of three colliding forces: a giant IPO sucking up cash, index rule changes, and a Fed that stuck between competing priorities
On Friday June 5, 2026, the Nasdaq dropped...
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Finance | Macroeconomics | Bitcoin
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