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The Cost of Building Abundance
What an inflation-only explanation of rising yields might miss.
19 hrs ago
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Vasco Marques de Freitas
1
1
The Company That Builds the Frontier
SpaceX, Starship and the price of owning what comes next.
Oct 2
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Vasco Marques de Freitas
8
2
September 2026
What Tomorrow Could Become
The investment question behind a potentially much richer world.
Sep 27
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Vasco Marques de Freitas
4
1
Old Debts, New Dollars
What happens when America’s creditors need credit of their own?
Sep 24
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Vasco Marques de Freitas
9
A Hawk on Borrowed Time
The Fed’s resolve meets Washington’s refinancing calendar.
Sep 20
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Vasco Marques de Freitas
4
2
Inside VMF Research - August 2026
Your guide to August’s research, including the excerpts subsequently published on Market View.
Sep 17
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Vasco Marques de Freitas
7
2
The Treasury Just Blinked
Can Washington ease its financing problem without creating a credibility problem?
Sep 14
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Vasco Marques de Freitas
2
The End of Simple Frameworks
Why a business at the centre of crypto keeps finding room for gold.
Sep 10
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Vasco Marques de Freitas
17
2
When "Do Nothing" Stops Working
Terry Smith changed the rule that made him famous. We followed the question into life sciences.
Sep 7
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Vasco Marques de Freitas
6
The Treasury Blinked. Our Leaderboard Noticed.
VMF Research - Top 10 Positions - September 2nd 2026
Sep 3
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Vasco Marques de Freitas
6
2
Inside VMF Research: July 2026 - Scarcity Moves Again
From Cheap Intelligence to Physical Constraints: Tracking Scarcity in a Changing Market
Sep 1
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Vasco Marques de Freitas
6
2
August 2026
The Abundance Shock – Part II
How AI's Collapsing Unit Costs Could Reset Inflation, Productivity, and the Fed
Aug 28
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Vasco Marques de Freitas
3
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