Fidenza Macro

Substack by Geo Chen · launched May 27, 2022

Global macro views from a trader with over two decades of institutional trading experience. Multiplied initial capital by 1000x with 100% skin in the game. Readers include hedge funds, banks, independent traders, and sovereign wealth managers.

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Paid leaderboard

#162

Subscribers

5.0K

rounded by Substack

Paid subscribers

100+ paid

Badge

Bestseller 100

Followers

7.9K

Paid plan

$40/mo

Recommends

36

other newsletters

Podcast

Yes

Growth history

Stats worth sharing

Tracked since Sep 10, 2026 — 41 daily snapshots so far. The card below is built from what we track and refreshes nightly.

Best rank seen

#469

on Sep 18, 2026

Followers added

+105

since tracking began

Reactions per post

15

average, recent posts

Reactions tracked

180

across 12 posts

Most-reacted post we have seen: July 2026 - A turning point in the AI supercycle — 38 reactions on Jul 30, 2026.

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Embed code<a href="https://stockmarketwatch.com/finance-newsletters/fidenza"><img src="https://stockmarketwatch.com/finance-newsletters/fidenza/card" alt="Fidenza Macro — rank, subscribers and growth, tracked by Stock Market Watch" width="600" height="315" /></a>

Recent posts

• Answers to AMA Part 2

  Sep 10, 202610 reactions3 comments0 restacks

• Answers to AMA questions Part 1

  Sep 8, 202615 reactions0 comments2 restacks

• Ask Me Anything

  Sep 7, 20269 reactions27 comments0 restacks

• Are we seeing a secular bottom in Japanese yen?

  Sep 3, 2026Paid16 reactions3 comments4 restacks

• Fading the reaction to Jackson Hole

  Aug 31, 2026Paid8 reactions0 comments0 restacks

• Follow up on Treasury buybacks

  Aug 24, 2026Paid10 reactions0 comments1 restacks

• The Treasury buyback announcement is a nothing burger

  Aug 20, 2026Paid9 reactions2 comments0 restacks

• Markets In Limbo

  Aug 18, 2026Paid17 reactions0 comments0 restacks

• Still cautious

  Aug 5, 2026Paid21 reactions1 comments4 restacks

• July 2026 - A turning point in the AI supercycle

  Jul 30, 202638 reactions13 comments4 restacks

• AI vibe shift, broad market views

  Jul 14, 2026Paid12 reactions2 comments1 restacks

• Turning neutral on AI semis and infrastructure

  Jun 23, 202615 reactions4 comments2 restacks

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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Fidenza Macro. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 20, 2026.