Capital Matters
Capital MattersDiscussing geopolitics, markets, technology, and the intersections between them.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 14 | Subscribers | Read | capitalmatters.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
April Fools’ Gold - TACO and Iran
Markets continued to fall over the weekend and into the early week, marking four straight weeks of decline. This time, silver and gold (store of value assets), as well as copper (an asset regularly tied to industrial production), with only ...
Interest Rates are Not a Toy
Commodity shocks don’t bend to monetary supply interventions, and rate hikes risk taking out one the few remaining supports of an already-fragile growth mix.
World Trade Reorganization - China
State of Nature 2.0 is organized around a series of observable principles as to the way in which the world is evolving, as well as what it is evolving towards. The first is that we are transitioning away from the unipolar moment because the...
AI, Iran, and the Perpetual Now
There are several interpretations for current market conditions that have been put forward by the commentariat. One of the most interesting is that the current weakening of the S&P 500 relative to the rest of the market is a confirmation th...
Authors
The writers behind this newsletter.
Crafting insight on geopolitics, markets, and technology.
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