Wahdy Capital
Muhammad WahdyWahdy Capital is an investment manager based in San Francisco that specializes in long/short equity and technology investing. Sign up to our investor distribution list for market insights, monthly letters, and company updates.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 31 | Subscribers | Read | wahdycapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
FOMC Recap Note
The Federal Reserve announced a 50bp cut this Wednesday, citing the progress made towards inflation, a cooling jobs market, and a solid economic expansion. In their press release, the FOMC increased their confidence in their inflation targe...
Investor Letter - August 2024
Wahdy Capital - Investor Distribution List
FOMC Review
Yesterday’s FOMC decision — unchanged at 5.25-5.50%, with an emphasis on patience — came in as expected. What was unexpected was Powell’s regime shift:
FOMC Preview - July 31
We expect the Fed to surprise the market with "hawkish” patience that should drive a modest bear steepening and unwind the recent factor rotation (RTY vs. SPX.). While a ramp in buy backs after earnings, this and next week, should support m...
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Portfolio manager building the greatest technology-focused investment firm.
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