# investment insights (blogs) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover investment insights. Page: Feed: --- ## [Gem Finder Aug 2026 - Semiconductor Packaging](https://onlyfin.substack.com/p/gem-finder-aug-2026-semiconductor) _2026-08-15 · Wilfred Lim, CFA · OnlyFin_ The constraint on AI hardware is no longer the chip, it is getting it packaged ## [Investment Insights: Week Ending August 14](https://fideliscapitalpartners.substack.com/p/how-ai-is-impacting-hyperscaler-free-cash-flow) _2026-08-14 · Fidelis Capital · Investment Insights from Fidelis Capital_ Five charts of the week, ranging from market performance to AI's impact on free cash flow and debt financing by hyperscalers. ## [Portfolio Pulse - Aug 2026](https://onlyfin.substack.com/p/portfolio-pulse-aug-2026) _2026-08-08 · Wilfred Lim, CFA · OnlyFin_ Markets at All-Time Highs Again ## [Investment Insights: Week Ending August 7](https://fideliscapitalpartners.substack.com/p/july-economic-data-reports) _2026-08-07 · Fidelis Capital · Investment Insights from Fidelis Capital_ Key July macroeconomic data reports had good news for the economy at large and mixed news elsewhere. Here's the breakdown and what investors should know. ## [Aug 2026 - The Rotation Arrives](https://onlyfin.substack.com/p/aug-2026-the-rotation-arrives) _2026-08-01 · Wilfred Lim, CFA · OnlyFin_ July confirmed the rotation and the crowd turned fearful. Then one signal flipped, so I am putting my cash back to work. ## [Investment Insights: Week Ending July 31](https://fideliscapitalpartners.substack.com/p/markets-jarred-by-situational-awareness-and-ambiguous-warsh-press-conference) _2026-07-31 · Fidelis Capital · Investment Insights from Fidelis Capital_ High-flying Situational Awareness falls prey to leverage and Warsh delivers an ambiguous press conference. Here's what moved markets this week. ## [Investment Insights: Week Ending July 24](https://fideliscapitalpartners.substack.com/p/crude-oil-tops-100-a-barrel-amid-escalating-tension-in-the-middle-east) _2026-07-24 · Fidelis Capital · Investment Insights from Fidelis Capital_ Tensions escalated in the Middle East this week. What does it mean for markets moving forward? Plus, exciting news at Fidelis Capital. ## [Investment Insights: Week Ending July 17](https://fideliscapitalpartners.substack.com/p/warsh-addresses-inflation-and-future-federal-reserve-direction-at-congressional-hearing) _2026-07-17 · Fidelis Capital · Investment Insights from Fidelis Capital_ Inflation came in lower across the board in June, but Fed Chair Kevin Warsh doesn't believe "everything is swell" – here's why. ## [Gem Finder Jul 2026 - Social Networks the West Ignores](https://onlyfin.substack.com/p/gem-finder-jul-2026-social-networks) _2026-07-15 · Wilfred Lim, CFA · OnlyFin_ Nineteen analysts buy calls, zero sells. Net cash, 40% ROE, 8x earnings, and a share price down 40% from highs. ## [Investment Insights: Week Ending July 10](https://fideliscapitalpartners.substack.com/p/what-is-the-wage-price-spiral) _2026-07-10 · Fidelis Capital · Investment Insights from Fidelis Capital_ The wage-price spiral, the latest oil price fluctuations and what they mean for the Fed's dual mandate—employment and inflation. ## [Find what they just said (Sponsored)](https://crawlproof.com/a/gcaIdhtCtY2e) _2026-07-10 · **Sponsored**_ Surface recent public signals so you can send policy-aware, relevant outreach ## [Portfolio Pulse - Jul 2026](https://onlyfin.substack.com/p/portfolio-pulse-jul-2026) _2026-07-08 · Wilfred Lim, CFA · OnlyFin_ A Potential Regime Change: Melt Up to Stagflation ## [Investment Insights: Week Ending July 3](https://fideliscapitalpartners.substack.com/p/us-stocks-record-best-quarter-since-2020) _2026-07-02 · Fidelis Capital · Investment Insights from Fidelis Capital_ Equity markets closed Q2 higher to post their strongest quarterly performance since 2020. What does this mean for the rest of 2026? ## [Jul 2026 - The Tide Goes Out](https://onlyfin.substack.com/p/jul-2026-the-tide-goes-out) _2026-07-01 · Wilfred Lim, CFA · OnlyFin_ Here is why I am playing defence even with the market near its highs. ## [Gem Finder Jun 2026 - The Under-Owned Data Governance Platform](https://onlyfin.substack.com/p/gem-finder-june-2026-the-under-owned) _2026-06-15 · Wilfred Lim, CFA · OnlyFin_ Profitable, Temasek-backed, growing recurring revenue for twelve straight quarters, and down more than 40%. ## [Investment Insights: Week Ending June 12](https://fideliscapitalpartners.substack.com/p/markets-await-warsh-june-federal-reserve-meeting-comments) _2026-06-12 · Fidelis Capital · Investment Insights from Fidelis Capital_ Tariff refunds are working through the market. How does this impact the Fed's commentary following next week's meeting? ## [Portfolio Pulse - Jun 2026](https://onlyfin.substack.com/p/portfolio-pulse-jun-2026) _2026-06-08 · Wilfred Lim, CFA · OnlyFin_ The melt up just got a heat check. ## [Investment Insights: Week Ending June 5](https://fideliscapitalpartners.substack.com/p/how-will-the-ai-ipos-impact-markets) _2026-06-05 · Fidelis Capital · Investment Insights from Fidelis Capital_ The IPO market is heating up, and tariffs are back in the headlines. Here's what you need to know. ## [Jun 2026 - Bubble or not, the Melt Up is Real](https://onlyfin.substack.com/p/jun-2026-bubble-or-not-the-melt-up) _2026-06-01 · Wilfred Lim, CFA · OnlyFin_ Melt ups are exhilarating but usually don't end well for most. Here's how I'm positioning with one foot out the door. ## [Investment Insights: Week Ending May 29](https://fideliscapitalpartners.substack.com/p/what-is-driving-stock-market-returns-this-year) _2026-05-29 · Fidelis Capital · Investment Insights from Fidelis Capital_ What's driving stock market returns this year? ## [Pirate.io on Google Play (Sponsored)](https://crawlproof.com/a/RW130yBSFRlL) _2026-05-29 · **Sponsored**_ Open the Pirate.io listing on Google Play to view the app’s details. ## [Gem Finder May 2026 - The Brokerage Mispriced as a Crypto Stock](https://onlyfin.substack.com/p/gem-finder-may-2026-the-brokerage) _2026-05-15 · Wilfred Lim, CFA · OnlyFin_ Headline missed because crypto collapsed. Everything else accelerated.