Capital Float
The newsletter for professionals who follow macro but don't watch charts all day. You read the structure. You make the call.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 6 months ago | Last Issue | 6 days ago |
| Active | |||||
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capitalfloat.substack.comLatest Issues
Issue #028 — Warsh's First Hike, Oil's Last Word
A Note From the Editor
Two central banks moved this week. Oil spiked past $108 on attacks near the Red Sea, and by Wednesday the Fed had little room left to hold. Warsh hiked because oil forced him to. The Bank of Japan hiked because i...
Issue #027 — Oil Tops $100 and the Vigilantes Return
A Note From the Editor
The number everyone had been dreading finally arrived. Brent cleared $100, briefly touching $109 on attacks near the Strait of Hormuz and the Red Sea, and WTI followed it through the century mark. A hot PPI print...
Issue #026 — Oil Heat and Waller Cool
A Note From the Editor
The week opened with missiles and closed with a single sentence from the Fed.
US and Iranian forces exchanged the heaviest strikes in months near the Strait of Hormuz. Oil jumped—WTI into the low $90s, Brent int...
Issue #025 — Gold, Bitcoin, and Warsh Walk Into a Bar, Only Two Order Drinks
A Note From the Editor
Gold and Bitcoin walked into a bar together this week. Warsh was already there. He didn’t say anything. They ordered anyway.
Both are still running up the tab. Gold cleared $4,700, Bitcoin pushed through $80K, a...
Issue #024 — Everyone Please Remain Calm About the Money Printer
A Note From the Editor
The Treasury doubled its long-end bond buybacks this week, and the market read it as liquidity support whether or not anyone official wanted to call it that. Yields folded, the dollar got smoked, and gold and Bit...
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The newsletter for professionals who follow macro but don't watch charts all day. You read the structure. You make the call.
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