Macro research on Capital Markets, Geopolitics & the Madness of Crowds — all through the lens of the Dollar Milkshake Theory. By Brent Johnson.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 262 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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research.santiagocapital.comLatest Issues
Disparate Housewives
A geopolitical report narrated by a dead world order, exposing the secrets America's institutions keep behind their picture-perfect doors
LETTER TO READERS
Raising the Blinds
Rates rose almost everywhere since 2018, and the US increase is only the eighth largest of eleven. Here is the poker math on who runs out of chips first.
On September 8 the Treasury Secretary stood up at a business school in Dallas and tol...
Macro Pilgrim's Ledger | October 4, 2026
A weak jobs report collapsed Fed hike odds overnight, the Nasdaq 100 hit a record, gold slid to August lows, and the G7 tapped oil reserves as US troops move...
"Walking the path of global markets, one step at a time."
Think, Laugh, Cry #54
How you interpret a Mad Men argument about credit and gratitude reveals more about your career stage than your values
THINK “The Suitcase” is often called the best episode Mad Men ever made. In this scene, Peggy Olson finally tells Don Dra...
Control the Map
Greenland's new deal has no end date, the April grain call is half proved with four months left to run, and the dollar has about a month to pull back.
Trump and Xi sat down together on Thursday and that got most of the billing.
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We cover the intersection of financial markets, geopolitics and the madness of crowds as we view them through our famework of the Dollar Milkshake Theory.
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