Santiago Capital

Santiago Capital

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Why US Power, Not Diplomacy, Rules Financial Markets
US power is stripped bare. Forget the rules-based order; it's leverage-first. Analyze how tariffs, stablecoins, and raw power plays impact your…
 • Santiago Capital
40:48
Macro Pilgrim's Ledger: Bulls Run Hot, Labor Cools, and Credit Screams Caution
Global stocks hit new highs, but the US job market slows. The Dow is bullish, while credit spreads flash deep red. Is this a breakout or a short-term…
 • Santiago Capital
Think Laugh Cry
Markets ignore your feelings...yet move on them every day. Where do facts end and meaning begin? And what happens when you mistake one for the other?
 • Santiago Capital
Absolute Resolve: Why America Took Venezuela
This is more than oil: The US just kicked China and Russia out of the Western Hemisphere to secure its own backyard.
 • Santiago Capital
27:05
Global Macro Outlook 2026
Resilience in a Fragile World
 • Santiago Capital

December 2025

Think, Laugh, Cry, Issue #34
Have you ever reached a goal only to feel strangely hollow afterward?
 • Santiago Capital
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
 • Santiago Capital
1:02:00
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.
 • Santiago Capital
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…
 • Santiago Capital
Fed Rate Cut, Mixed Equities & Market Trends: Macro Pilgrim's Ledger Dec 14
Fed cuts rates 25bps. S&P 500/Dow hit highs, Nasdaq lagged. Full market analysis: yields, gold surge, labor data, and key week ahead.
 • Santiago Capital
Think Laugh Cry #33
A quiet turning point, a needed laugh, a truth that stings...this TLC issue asks: what chapter are you about to begin?
 • Santiago Capital
America’s New National Security Strategy: Europe Dumped, China Contained, and the Rise of the 'United States of the Americas'
US ditches allies for an "America First" security strategy. Europe risks ruin; China is contained. A new global order is here.
 • Santiago Capital
25:17
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