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The Last Ships
Hormuz ceasefire won't save the 2026 harvest as fertilizer shortages lock in global food crisis despite diplomatic victory
Apr 9
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Santiago Capital
22
3
Hormuz Oil Shock Food Prices: The Energy Crisis That Becomes a Food Crisis
The Strait of Hormuz closure isn't just an oil story. The last ships have sailed. Here's what the fertilizer and food supply chain math actually looks…
Apr 6
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Santiago Capital
14
2
2
26:47
Macro Pilgrim's Ledger | April 5, 2026
Global markets plunge for sixth consecutive week as Iran conflict escalates and oil surges past $111 per barrel
Apr 5
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Santiago Capital
13
2
Think, Laugh, Cry #41
The Ship of Theseus Paradox Explains Why Modern Currency Systems Are Fundamentally Different Than You Think
Apr 2
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Santiago Capital
3
March 2026
Investing During War and Uncertainty: The Framework Most Investors Refuse to Use
Geopolitical conflict is rewriting portfolio rules. Here’s the investing framework for a world where values and markets no longer agree.
Mar 30
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Santiago Capital
17
1
7
43:16
Macro Pilgrim's Ledger | March 27, 2026
How the Strait of Hormuz crisis pushed global markets into their longest losing streak since 2022 as oil surges past $108
Mar 29
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Santiago Capital
10
2
Your Portfolio Was Built for a World That No Longer Exists
The institutional architecture that guaranteed mean reversion is ending. Here’s what deglobalization means for your portfolio strategy.
Mar 26
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Santiago Capital
19
The End of Peacetime Portfolios
Trump's trade overhaul signals the end of globalization and the dawn of a new investment paradigm that markets aren't pricing in yet.
Mar 25
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Santiago Capital
32
7
Iran’s Yuan Oil Demand Won’t Kill the Dollar — The Mechanics Prove It
Iran's yuan oil demand is being called a petrodollar killer. The mechanics of dollar dominance and Iran's sanctions tell a different story.
Mar 23
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Santiago Capital
6
2
27:54
Macro Pilgrim's Ledger | March 22, 2026
Global markets break key support levels as central banks hold rates steady and precious metals suffer worst week since 2020
Mar 22
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Santiago Capital
9
1
1
Think, Laugh, Cry #40
Rome once auctioned its throne to the highest bidder. The same power paradox still haunts institutions, corporations, and AI today…so who watches the…
Mar 18
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Santiago Capital
4
2
The Dashboard Is Flashing. Here's What It's Actually Telling You.
Gold above $5,000. Oil above $100. VIX at 27 and climbing. The dollar back above 100. When four indicators move in the same direction at the same time…
Mar 16
•
Santiago Capital
10
43:20
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