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Fabian Fach

Founder, Black Flower Capital

4th generation of a globally operating entrepreneurial family. Over 10 years of experience in investor relations. Worked for prominent Family Offices in Switzerland, US and Spain. Built and was responsible for an investors syndicate of 300M$. Panel speaker at a global multi Family Office summit. Experienced in transaction framework over multiple asset classes. Board Member in VC funded FinTech for algorithmic trading.

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Research by Fabian Fach

  • Priced by Stature: What a Public Shareholder Actually Buys in Anthropic's IPO (2026-10-29)
  • The Price of Consent: What Data Center Neighbors Get Paid, and the Risk Nobody Asks Them to Price (2026-10-28)
  • A Long Way From Midnight: Why Rich-Country Debt Crises Don't Look Like Greece's (2026-10-24)
  • CoreWeave's CDS Spread Just Answered a Question the Stock Market Hasn't Asked Yet (2026-10-17)
  • The Circular Trillion, Confirmed: What the Actual Filings Show (2026-10-13)
  • Riskier Than Its Own Companies: What France's Bond Crisis Shares With the AI Capex Boom (2026-10-12)
  • Approaching That: What Ray Dalio's AI Bubble Warning Gets Right About the Debt (2026-10-09)
  • The Risk Factor That Already Happened: What the Hugging Face Breach Means for Anthropic's IPO (2026-10-08)
  • Borrowed Compute: Hyperscaler Debt Is Repeating Equity's AI Concentration Problem (2026-10-07)
  • The Sector Rate Cuts Can't Save: Why Real Estate's September Crash Isn't a Rate Story (2026-10-01)
  • The Circular Trillion: How AI's Biggest Balance Sheets Became Each Other's Collateral (2026-09-28)
  • The Index That's Lying by Omission: What Market Breadth Is Actually Saying (2026-09-24)
  • Nobody Was Watching: What a Rogue AI Story Reveals About Trillion-Dollar Profit Claims (2026-09-21)
  • Three Things the COO Summit Taught Us About Building at This Stage (2026-09-17)
  • In the Room: With Intelligence Coverage and the COO Summit Europe 2026 (2026-09-08)
  • The Price of Opacity: Private Credit, AI Lending, and the Risk Nobody Sees Until It Arrives (2026-08-29)
  • The Diversification Illusion: What Two Chip Stocks Reveal About Portfolio Construction (2026-08-26)
  • Common Mode Failure: Two Record Borrowers, One Marginal Dollar, and the September the VIX Has Not Priced (2026-08-24)
  • Momentum's Blind Spot: What Violent Rotation Reveals About Regime-Aware Systematic Macro (2026-08-24)
  • Correlation Instability: The Hidden Risk Factor That Regime-Aware Managers Price Differently (2026-08-17)
  • Correlation Regime Shifts: The Hidden Risk Factor Quant Allocators Keep Misreading (2026-08-10)
  • Volatility Regime Detection: The Signal That Systematic Macro Gets Right When Discretionary Traders Don't (2026-08-03)
  • The Right Thesis, the Wrong Architecture: Lessons from the Situational Awareness Collapse (2026-08-02)
  • The Credit Market Already Knows: AI Hyperscaler CDS Spreads Hit Record Highs (2026-07-29)
  • CAPE 41: Expensive Without a Net (2026-07-27)
  • The Quiet Exit: Who Ends Up Holding AI Credit Risk (2026-07-20)
  • Reflexivity and the AI Supercycle: What Happens When the Narrative Drifts (2026-07-20)
  • Q2 LP Breakfast: When Everything is Correlated (2026-05-27)
  • The Capacity Trap: Why Structural Alpha Disappears When You Scale It (2026-05-25)
  • The Multi-Strategy Mirage: Why Scale Destroys the Inefficiencies You Paid to Access (2026-05-04)
  • The Carry Paradox: Why Tail Risk Hedging Does Not Have to Be a Drag (2026-04-27)
  • Liquidity Regimes and the Capacity Trap: Why Scale Kills the Strategies That Work (2026-04-20)
  • The Basis Illusion: How Portable Alpha Breaks the Beta Dependency Trap (2026-04-13)