Hawksmoor Capital
Just another day if you HODL Hard assets. Fiat debasement thesis. Synthetic Intelligence as a research partner. Research notes for investors who think the real risk isn’t volatility — it’s how fiat currencies systematically punish investors.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 55 | Founded | 9 months ago | Last Issue | 4 days ago |
| Active | |||||
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hawksmoremirabelis.substack.comLatest Issues
Daily Standup
Friday, October 9, 2026
Nasdaq futures are up 0.8% and S&P futures 0.4%, a rebound from Thursday's late tech selloff. OpenAI told investors its annualized revenue was about $50 billion at the end of September, well short of the roughly $68...
Daily Standup
Thursday, October 8, 2026
Brent is 105.33, up 5.1%, and WTI is 92.78, up 5.1%, wiping out Wednesday's dip on the IEA's faster emergency stock release. A tanker was hit by multiple projectiles 51 nautical miles north of Madinat ash Shamal,...
Daily Standup
Treasury auctions this week. Wednesday 10 year is the real test
Wednesday, October 7, 2026
Stocks closed Tuesday at records, the S&P 500 up 0.58% to 7,818.93, its first close above 7,800, and the Nasdaq up 0.45% to 27,599.79, its second s...
Daily Standup
Treasury auctions this week. Wednesday 10 year is the real test
Tuesday, October 6, 2026
The 10-year closed Monday at 5.311%, a two-decade high, and touched about 5.34% overnight. The 30-year is 5.665%, and the long end is leading, so thi...
Daily Standup
Monday, October 5, 2026
The Red Sea is now a second front. Yemen’s Saudi-backed government launched an offensive against the Houthis and says it has taken Dhubab and positions near Bab al-Mandeb, per Al Jazeera. The Houthis claim their bal...
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The price is the fact. HODL hard assets. Fiat debasement thesis, with Synthetic Intelligence as a research partner. Research notes for investors who think the real risk isn’t volatility — it’s how fiat currencies systematically punish savers.
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