Capitalist Exploits is dedicated to finding asymmetric risk/reward investment opportunities. We publish 2-3 free articles per week and our Insider Newsletter (for paying subscribers 1-2x/mo).
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 180 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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substack.capitalistexploits.atLatest Issues
Insider Newsletter: Issue #337
A 50-page deep dive with video covering The Economist cover curse, European collapse, Venezuelan oil, gold vs cattle, and three under-the-radar stock picks.
Greetings, fellow scoundrels!
Exit Liquidity
Greetings, friends!
Let me ask you a question, and I want you to sit with it for a second before you answer.
Why would the most capital-hungry companies in the history of capitalism...the ones that have never made a dime...suddenly be in...
Insider Newsletter: Issue #336
The bond market's live verdict on US vs. China borrowing costs just hit a record gap...and no amount of spin can explain away the number behind it.
How Long Back to Even?
TL;DR
- The whole world has quietly crowded into one trade...the handful of American mega-caps that are now more than 40% of the S&P 500. Most people own it without knowing, including inside the “safe” retirement fund they never open....
Why Hasn’t It Broken?
Share
Everybody wants to know when it breaks. The bond market, Japan, the AI mania, the next war...pick your straw, and someone will tell you it is the one that finally breaks the camel’s back.
It is the wrong question. The interesting on...
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| Subscribers | Engagement | 77 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Money managers investing in asymmetric setups globally, across many industries and themes. Macro + deep value investing.
macro, investing.
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