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 |
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| Issues | 245 | Founded | 2 years ago | Last Issue | 7 days ago |
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research.santiagocapital.comLatest Issues
Passive Aggressive - How the Machine ate Korea
Two stocks became 60% of a G10 index...and your S&P 500 is running the same math. Korea just showed you what could happen next.
LETTER TO READERS
He Knows Something
The Treasury Secretary told the bond market it has bad information and that he does not. Then he moved. He would not say what he knows.
On Wednesday morning, August 19, the U.S. Treasury put out a press release almost nobody was expecting.
Macro Pilgrim's Ledger | 8-23-26
Treasury yields climbed, crude surged 5%, and the S&P 500 snapped a three-week win streak as bond and energy markets defied Washington's best efforts...
"Walking the path of global markets, one step at a time."
THINK LAUGH CRY
Words cost nothing to speak and everything to receive...the quiet asymmetry of language that shapes us for decades without the speaker ever knowing.
THINK I want to start with a small experiment. Think of the worst thing anyone has ever sa...
What Rand Paul Actually Saw Inside Fort Knox
A senator walked into Fort Knox and walked out satisfied. What the annual audit actually checks is a numbered piece of paper, and that is the whole story.
On Monday, August 10, Rand Paul walked into the United States Bullion Depository at...
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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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