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 | 18 | Founded | 4 months ago | Last Issue | 5 days ago |
| Active | |||||
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capitalfloat.substack.comLatest Issues
Issue #018 — The Ceasefire That Wasn't
A Note From the Editor
Every so often the market gets handed a script and decides not to read it. This week was one of those weeks.
President Trump declared the Iran ceasefire “over” and threatened further strikes following renewed ex...
Issue #017 — Dancing Around the Cracks
A Note From the Editor
There’s a scene in every disaster movie where the room goes quiet right before the alarms start blaring. Thursday morning felt exactly like that.
Nonfarm payrolls came in at 57,000—less than half of consensus—an...
Issue #016 — The AI Selloff That Shook the Supercycle
A Note From the Editor
Eighteen months of AI-driven momentum finally flinched this week.
The KOSPI dropped roughly 10% in one of its worst sessions in years. Samsung and SK Hynix both shed more than 12%. Nvidia, AMD, Intel, and Micron...
Issue #015 — The World Cup Money Machine and the Night the Fed Opens a New Chapter
A Note From the Editor
This week had two stories pulling in the same direction, then one of them turned. The Iran ceasefire, the World Cup kickoff, and central bank super-week all landed together—peace breaks out, risk goes up. Oil col...
Issue #014 — The $1.3 Trillion Tech Wipeout and the Bond Market's Reckoning
A Note From the Editor
Markets had been pricing AI as a one-way bet for ten straight weeks. This week, Broadcom sent the bill—and the bond market sent one too.
It’s a bit like a tightrope walker who’s gone ten steps without looking do...
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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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