Archive - Santiago Capital

Think, Laugh, Cry

THINK At every hour of the day, something on me or near me is telling me what time it is.

Jul 8 • Santiago Capital

The Legends Were Right

Brent begged Jim Rogers onto his advisory board in 2012, then ignored the one warning that mattered. The 2013 lesson has never been more relevant.

Jul 6 • Santiago Capital

21:22

A Macro Pilgrim's Ledger | July 5, 2026

A soft jobs report sparked a rotation from tech into banks and industrials, sending the Dow to record highs while gold rebounded and oil slid to its…

Jul 5 • Santiago Capital

A Hidden Reality

Sizing the Losses inside the Chinese Banking System

Jul 1 • Santiago Capital and Michael Nicoletos

June 2026

Debasement Trade Unwind

Why Gold, Silver, and Oil Are Falling While the Dollar Rises

Jun 29 • Santiago Capital

34:22

Macro Pilgrim's Ledger | June 28, 2026

How the Fed's inflation data, an AI selloff, and a fading war premium combined to reshape markets in one bruising week

Jun 28 • Santiago Capital

Think, Laugh, Cry #47

Tens of thousands of foreign soccer fans descended on America expecting hostility and found Waffle House, Buc-ee's, and Walmart instead

Jun 24 • Santiago Capital

The Gutted Arsenal

The US-Iran MOU is a ceasefire, not a resolution. Iran held the strait, but the cost of victory tells you who is still on top.

Jun 22 • Santiago Capital

25:05

Macro Pilgrim's Ledger | June 21, 2026

Markets massaged the impact of the signing of a Middle East MOU & Warsh's first comments as Fed Chair.

Jun 21 • Santiago Capital

The Band - Strength, Death, & Reserve Regimes

How global dollar debt creates mandatory carry trades that every non-US country must run to survive in the modern monetary system.

Jun 17 • Santiago Capital

5:42

The Dollar Doesn’t Die the Way You’ve Been Told

For forty years the obituaries have been wrong. On Wednesday, The Band shows you why...and what it means for the way you’re positioned right now.

Jun 15 • Santiago Capital

5:42

Macro Pilgrim's Ledger | June 14, 2026

Markets whipsaw as inflation hits three-year high while Iran ceasefire hopes rescue stocks from midweek war scare selloff

Jun 14 • Santiago Capital

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