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Fed to 3.0%
The New Neutral and What It Means for Markets
Sep 18
•
Potato Capital
4
🤖 The AI-Chip Tithe
Pricing a 15% U.S. rake on China-bound silicon (NVDA/AMD)
Aug 12
•
Potato Capital
3
Carney’s First 150 Days: The Economic Scorecard Is Failing
Tariffs unresolved, mortgages up, jobs soft - five months in, outcomes beat speeches.
Aug 9
•
Potato Capital
📦 US-EU Reciprocal Trade Framework
A $1.35 trillion handshake that binds Europe to America’s industrial revival.
Aug 5
•
Potato Capital
4
📈 Yield Curve Steepening
Exit from Inversion, Macro Shift, and Portfolio Strategy
Aug 5
•
Potato Capital
4
💰 Bitcoin & Liquidity
The Scarcity Trade for a Broken Fiat World
Aug 4
•
Potato Capital
2
🏛️ Powell’s Tightrope: Inside the Fed’s July Decision
Why the next move isn’t about inflation vs growth - it’s about credibility vs chaos
Jul 31
•
Potato Capital
2
The BoC Hits Pause - But Trade Wars Keep the Easing Bias Alive
Monetary policy enters scenario mode as tariffs, slack, and inflation risks collide
Jul 30
•
Potato Capital
🚂 Coast to Coast: Union Pacific and Norfolk Southern Just Changed the Game
America’s first transcontinental railroad in 150 years is about to be born — if regulators don’t kill it first.
Jul 30
•
Potato Capital
3
📦 Trade Deal Tracker: Trump’s 2025 Tariff Doctrine and the New Global Chessboard
Tariffs, Truces, and the New Trade Empire: How Trump 2025 Is Redrawing the Global Map — One Deal at a Time
Jul 30
•
Potato Capital
3
🧠 The AI Mirage: When Everyone’s Betting the Same Horse
Why the real risk isn’t missing the next Nvidia - it’s being part of the stampede.
Jul 28
•
Potato Capital
3
Doctor, the Sector Flatlined
Healthcare stocks are on life support - but value is returning
Jul 26
•
Potato Capital
5
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