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 | 169 | Subscribers | Read | research.santiagocapital.com |
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How this newsletter ranks in the official Substack charts.
| #207 | |
| #101 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Canary Just Sang. Are You Listening?
Private credit is flashing the same warning signs we’ve seen before every major credit crisis...and most investors still aren’t paying attention.
Pain Is the Plan. Not the Problem.
Seven days in, markets are selling off and the pundits are calling it a failure. They’re reading the wrong scoreboard.
Macro Pilgrim's Ledger Weekly
Oil spikes, credit spreads widen, and equities roll over. Is this just a correction…or the first tremor of a deeper macro shift unfolding?
Think, Laugh, Cry #39
David Ogilvy found one line in a Rolls-Royce manual that changed advertising forever. The deeper lesson isn’t marketing...it’s about noise, silence…and your life.
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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.
Frequently Asked Questions
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