Alfred Birkelund

I'm Alfred Birkelund — an economics student at the University of Southern Denmark and the builder of Conviction, an investment research platform. I write here about economics, finance, technology, and occasionally philosophy.

You can reach me at alfredbirkelund@gmail.com or read more about me below.

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May 4, 2026 · 10 min read
No Winning Strategy
Why catch-up is no longer possible for countries outside the AI production chain

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May 4, 2026 · 10 min read
No Winning Strategy
Why catch-up is no longer possible for countries outside the AI production chain
 April 20, 2026 · 2 min read
Hello, World!
A short note on why this site exists, and what I plan to write here.

About

I'm finishing a BSc in Economics at the University of Southern Denmark.

Alongside my studies I built Conviction — an investment research platform that synthesized insider transactions, institutional filings, and company fundamentals into a proprietary conviction score, so that investors could gain greater insight into company valuation.

The best way to reach me is by email: alfredbirkelund@gmail.com.

I reply to most things.