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The Leaderboard in a Risk-Off World
VMF Research - Top 10 Positions – March 2026
Apr 4
•
Vasco Marques de Freitas
Groundhog Day?
Weekly Update - Week 14
Apr 2
•
Vasco Marques de Freitas
1
March 2026
Who Gets Paid When Trust Moves
Over the last few weeks, if you’ve been reading this Substack, you’ve already seen the pieces of the puzzle:
Mar 27
•
Vasco Marques de Freitas
1
The T.A.C.O. Framework: How to Spot a Trump Pivot Before Energy Shocks Mutate Into a Growth Crisis
Weekly Update - Week 13
Mar 25
•
Vasco Marques de Freitas
A Fourth Turning Goes On-Chain
How Treasury-backed stablecoins are co-opting the blockchain to save the dollar.
Mar 23
•
Vasco Marques de Freitas
2
When the money breaks
The Infrastructure of Trust: Why great crisis eras always end in a monetary redesign.
Mar 19
•
Vasco Marques de Freitas
3
1
Exposure with a Helmet On
Weekly Update - Week 12
Mar 17
•
Vasco Marques de Freitas
3
1
The Agentic Era
Software becomes a doer. Identity becomes a moat. Blockchains become the rails.
Mar 15
•
Vasco Marques de Freitas
3
1
Beyond the Headlines: When Conviction Meets the Energy Spike
Beyond the Headlines: When Conviction Meets the Energy Spike
Mar 12
•
Vasco Marques de Freitas
3
2
AI Losers... or Mispriced Survivors?
Software is getting easier to code, but trust is getting harder to clone. Here’s why we’re watching the support zone while the herd runs for the exit.
Mar 5
•
Vasco Marques de Freitas
4
Winners keep winning. Losers keep losing.
Weekly Update - Week 09
Mar 3
•
Vasco Marques de Freitas
2
The Blockbuster Test
Why investors mistake a melting ice cube for a value play, and how to spot the "Blockbusters" hiding in today’s AI-driven market.
Mar 1
•
Vasco Marques de Freitas
8
5
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