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June 2026

The Hike That May Never Come
3 productivity reviews that could erase the year’s most anticipated rate hike before the Fed cuts a single basis point.
 • Vasco Marques de Freitas
For self-directed investors: 3 real time macro tells showing why the Warsh regime shift creates asymmetry
Weekly Update - Week 25
 • Vasco Marques de Freitas
The Invisible AI Rails
The 3 AI trades: How crypto rails monetize the agentic economy.
 • Vasco Marques de Freitas
The 50% Bitcoin Drawdown and the 50-Week Silver Hammer
Weekly Update - Week 25
 • Vasco Marques de Freitas
The Setup for a Dovish Shock
How a 4% Productivity Surge and Changing Supply Dynamics Are Setting Up the Ultimate Fed Repricing for Active Investors
 • Vasco Marques de Freitas
How 172k Nonfarm Payrolls Prove the Market Is Mispricing the Great Acceleration
Weekly Update - Week 23
 • Vasco Marques de Freitas
Inside VMF Research: May 2026, the month the AI trade moved down the stack
Process over narrative: Moving from the visible hardware bottlenecks to the underpriced application layer.
 • Vasco Marques de Freitas
If You Only Own the Visible AI Hardware Stocks, You are Missing the Next Layer of the Megatrend
VMF Research - Top 10 Positions - May 2026
 • Vasco Marques de Freitas
How a 4% Portfolio Allocation to Software Outperformed the AI "Obsolescence" Panic by 36%
Weekly Update - Week 21
 • Vasco Marques de Freitas
© 2026 Vasco Marques de Freitas · Privacy ∙ Terms ∙ Collection notice
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