Santiago Capital
Santiago Capital, Gene MorrisWe publish 5-6 articles per month on the intersection of Capital Markets, Geopolitics and the Madness of Crowds. All through the lens of the Dollar Milkshake Theory.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 138 | Subscribers | Read | research.santiagocapital.com |
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| #208 | |
| #104 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Think, Laugh, Cry, Issue #34
Have you ever reached a goal only to feel strangely hollow afterward?
The Debasement Trade Isn’t Wrong...It’s Just Not That Simple
Why the most crowded macro thesis in the world may deliver gains… and gut-punches… at the same time
Macro Pilgrim's Ledger: Market Recap, Fed Liquidity Focus, and Gold's New High
Weekly market analysis: US stocks mixed, yields fall on soft data, central bank rate cuts/hikes, and gold/silver hit new highs.
Repo Market Structural Risk Analysis: The Full 2026 Deep Dive Report
Repo Market Structural Risk Analysis for 2026. Uncover the rising instability behind Wall Street's calm façade. Identify critical flow disruption indicators & get the forecast.
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Authors
The writers behind this newsletter.
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.
I’m a Growth Operator helping finance influencers with Substack, social clips, posting, podcast edits, funnels, email lists—basically all things internet business. Reach out if you need support.
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