Nvidia’s blowout Q2 vs Powell’s jobs-first pivot—who really sets the tone for markets now? Read MacroMashup. → dakotaridgecapital.com/newsletters/nv…

I joined Gary Wayne on Tech for Wise Money to talk clean energy finance, tax incentives, AI in compliance, and future opportunities. Watch Now → youtu.be/Bv6xnP7NEtU?si…

Most people think investing is about math. It’s not—it’s about psychology. Fear keeps us from building wealth more than ignorance ever will. Morgan Housel’s The Psychology of Money shows why time in the market beats timing it, and why avoiding risk is the riskiest move of all.

Fed pivot, gold ATH, Bitcoin’s coil, U.S. minerals rising—September’s setup flips the script. Read the full MacroMashup: bit.ly/macromashup116

Outsmarting markets? Harder than it looks. The real edge isn’t stock picking—it’s smart asset allocation. This week's Fearless Investor breaks down why passive works in efficient markets, and where active minds can still win big. 👇 bit.ly/fearlessinvest…

Markets are in a generational reset: Gen Z investing, a $70T wealth transfer, passive crowding, and private capital flows are rewriting the playbook. Read the full Fearless Investor article → dakotaridgecapital.com/fearless-inves…

The Fed is theater. Gold is truth. Powell cut 25bps, but markets already knew. Gold and Bitcoin are outpacing the S&P, Gen Z’s jobs are collapsing, and China is rewriting the rules with bullion. The real macro story is here: bit.ly/macromashup118

Powell’s Kabuki: 25bps cut, zero impact. Gold surges, dollar cracks. Gen Z jobs vaporized by AI. The Fed performs. Scarcity assets win. A generation loses. Read more → dakotaridgecapital.com/newsletters/fe…

Algorithms chase data. Quants chase patterns. The real edge? Your mind. Sharpen focus, tame bias, and turn 3 AM anxiety into clarity. Read the Fearless Playbook 👉 dakotaridgecapital.com/fearless-inves…

Factories > Fleets. Visas > Valuations. Lithium > Loans. Small caps > Mega caps. This week’s macro brief: Blueprints, Bottlenecks & Brainpower — what’s really moving markets. dakotaridgecapital.com/newsletters/bl…

The S&P is at highs.  But the story isn’t the Mag 7. ⚔️ Defense bottlenecks  China’s rare earth chokehold  Europe’s survival hedge Lithium nationalism Immigration math Full breakdown → Blueprints, Bottlenecks & Brainpower  →dakotaridgecapital.com/newsletters/bl…

Returns aren’t the full story.  Sharpe, Sortino, and Calmar ratios reveal whether your portfolio’s growth is worth the rollercoaster ride.  In our latest Fearless Investor issue, we unpack these essential ratios so you can size up risk-adjusted performance like a pro.  👉 Read

Gold isn’t the only story. Silver, copper, and platinum are now core to both geopolitics and portfolios. Central banks buying record gold. The USD debased by design. Grids, EVs, and defense straining copper & silver supply. This metals bull run isn’t cyclical—it’s

Finance doesn’t need more jargon. It needs more clarity. In my latest #MacroMashup episode with Howard Belk (Siegel+Gale), we unpack: 💡 Why clarity builds trust 💰 How Vanguard & JPMorgan nailed it ⚠️ Where Robinhood & Goldman slipped 🤖 How AI changes the sales game Watch

AI isn’t the future of investing — it’s the edge of today. Investors using AI are seeing patterns, risks, and opportunities before the rest of the market even blinks. 🧵 Here’s why waiting could cost you alpha ↓ open.substack.com/pub/neilwinwar…

Goldilocks is dancing… but when the chairs move, will you hold or fold? 🪑💹 This week’s MacroMashup dives into U.S. industrial policy, precious metals, Bitcoin, and the AI circular economy. Stay ahead of market shifts: macromashup.com/p/navigating-h…

Goldilocks keeps dancing, but the chairs are starting to move. From gold’s surge to America’s new “V.C.” strategy, this week’s MacroMashup breaks down the market’s shifting rhythm. Read + Subscribe → macromashup.com/p/navigating-h…

Markets look bright on the surface — but under it, debt’s surging and geopolitics are a mess. This is the age of contradictions. “Burning Contradictions: The Macro Mayhem and the New American Dilemma” Read it here→ open.substack.com/pub/fearlessin…

Government shutdown? Markets yawn. Trump tweet? Markets panic. Here’s what just happened 👇 macromashup.com/p/government-s…

Shutdown? Yawn. Trump tweet? Markets convulse. Powell hints QT’s end, liquidity surges, Bitcoin crashes then rebounds, and the next flashpoint shifts to Venezuela. The latest MacroMashup: The Week Markets Lost Their Map. macromashup.com/p/government-s…