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Broken Skies
The Gulf isn’t just an energy hub. It’s the world’s wide-body maintenance hub... and the Hormuz closure created a hidden airworthiness crisis most…
52 mins ago
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Santiago Capital
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22:18
Macro Pilgrim's Ledger | May 10, 2026
Markets hit records despite Middle East flare-up as softer jobs data fuels rate-cut hopes and oil volatility grips geopolitical tensions
13 hrs ago
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Santiago Capital
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Less Than Zero
How negative real interest rates are rewiring global finance and reshaping every investment decision you make.
May 6
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The Dollar's Hotel California
Why dollar swap lines are not a bailout, why the UAE is still asking for one, and what that tells you about de-dollarization.
May 4
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35:00
Macro Pilgrim's Ledger | May 3, 2026
Big Tech earnings drive S&P 500 to record highs as oil tops $105 amid Strait of Hormuz standoff and Fed hawkish signals
May 3
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1
April 2026
The Dollar Paradox
Real rates rose. The dollar spiked and faded. The system continues to fragment. The Milkshake explains why all three happen at once and why both forces…
Apr 30
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Think, Laugh, Cry #43
How Alan Watts' dream experiment reveals why we secretly crave struggle over endless pleasure
Apr 30
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Why Gold Just Sold Off
Real rates rose. Gold fell. By the time you read this the price has moved again. The mechanics haven't. The sell-off is the feature, not the bug.
Apr 28
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Macro Pilgrim's Ledger | April 26, 2026
Tech rallies and oil surges as Warsh confirmation, Strait of Hormuz tensions, and dense earnings calendar create market crosscurrents
Apr 26
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The AI Supply Chain Just Hit Absolute Scarcity
Markets priced three Iran supply shocks. They missed the fourth. Why the helium shortage just broke the AI, semiconductor, and MRI supply chains.
Apr 22
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Two Winners. Three Losers.
How Russia could be the biggest winner from a Strait of Hormuz crisis while America stays protected.
Apr 20
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1:02:33
Macro Pilgrim's Ledger | April, 19 2026
Global markets hit record highs as Strait of Hormuz shipping deal triggers massive asset repricing and oil's worst week since 2020
Apr 19
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Santiago Capital
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