Capital Misallocation
Capital Misallocation, Kevin Muir, Hugh Hendry, Solstein Capital, Amy WilkinsonCapital Markets, Capital Misallocation, Trade Ideas, and Random Musings
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 44 | Subscribers | Read | capitalmisallocation.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
"They're Selling Mortimer"
### “We Gotta Get Wilson and Tell Him to SELL!!!”
Hear That? It's the Sucking Sound of Liquidity!
Benny and The Squirrel Episode 11: Never miss a Sunday Show!
What Does the Macro Tourist Think These Days? With Kevin Muir
The last time I spoke with Kevin Muir was on my old podcast “Just Think About It” on Wednesday April 2nd. We started the podcast right before the US market close at like 3:45pm Est and tried to do a semi-intelligent podcast while all knowin...
Rates and Risk Assets Disagree. Who is Right?
Benny and The Squirrel Episode 9: After the sport chat, @Benny_Squirrel discuss some convex bond ideas, SCOTUS tariff rulings, the market implications of the National Security Strategy and the last real week of the (underwhelming) 2025 IP...
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Authors
The writers behind this newsletter.
Benjamin Brey’s Substack. I am an optimistic cynic who has spent his entire career since age 20 on the buy side as an analyst / trader / PM. I love exploring markets, history, philsophy, music, and providing some insights along the way.
The MacroTourist - all I bring to the party is twenty five years of mistakes.
Hugh Hendry exposes the fragility of genius, thriving on dissonance and the involuntary actions of markets. Known as the acid capitalist, he embraces paradox, seeking absurd truths while finding tranquility in the chaos, living in serene St. Barts.
Solstein Capital, LLC is an independent, private investment firm that is aligned with and invested in its clients’ long-term financial success
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