White Fang
Just a guy building value from scratch. Writing about money, mindset, and meaning- without debt, without noise. NOT A FINANCIAL ADVISOR, DO YOUR OWN RESEARCH BEFORE INVESTING \ud83d\udc4d
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 128 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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whitefang137.substack.comLatest Issues
The Fed just hiked. Not cut. Hiked.
Let’s start there, because the headline instinct “rate cut incoming” was wrong. On September 16, the FOMC raised the federal funds rate by 25 basis points to 3.75%–4%, the first hike since 2023. Unanimous vote, 12-0. Under new Chair Kevin W...
The AI Buildout Has Two Leaks, Not One
The AI capex story has a cash problem and a geography problem at the same time. Most coverage picks one. Both matter, and they’re connected.
The cash leak
Hyperscaler AI capex has been growing near 70% a year against roughly 23% growt...
"Buy The Dip" Isn't A Strategy Anymore. It's A Reflex.
Most people don’t buy dips anymore. They flinch, and the flinch happens to look like buying.
Right now Bitcoin is sitting around $77,300, inside a tight $77,000–$77,500 band, barely moving on the day. Ethereum is doing the same thing near...
The FED Narrative Flip
Four weeks ago, nobody was talking about a hike. Now it’s the only thing anyone’s talking about. That’s the part worth sitting with, not the headline.
Here’s what actually happened. Kevin Warsh got up at Jackson Hole and said inflation has...
Why I stopped buying everything the same way
Most people size positions by how excited they are about a stock. That’s the wrong starting point.
I split my buying into tiers. Not by how much I like a company, by how much I trust the thesis. High-conviction names get real weight. Every...
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Just a guy building value from scratch. Writing about money, mindset, and meaning- without debt, without noise. NOT A FINANCIAL ADVISOR, DO YOUR OWN RESEARCH BEFORE INVESTING \ud83d\udc4d
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