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A Macro Pilgrim's Ledger - The Santiago Way
Brent Johnson's weekly report for the week of October 26, 2025.
Oct 26
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Santiago Capital
12
Global Tension: A Macro Pilgrim's Ledger (October 19, 2025)
A weekly report by Brent Johnson of Santiago Capital Research
Oct 19
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Santiago Capital
10
Trade Wars Are Back: A Macro Pilgrim's Ledger (October 12, 2025)
Trade wars are back, and they brought volatility with them. Is this a replay of 2018...or the opening act of something bigger?
Oct 12
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Santiago Capital
6
The Return of Hard Power
Investing in National Defense
Oct 8
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Santiago Capital
5
The Euphoria Trap: A Macro Pilgrim's Ledger (October 5, 2025)
Stocks at record highs, data blacked out, gold surging...what could possibly go wrong?
Oct 5
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Santiago Capital
8
Gold’s Roar, Powell’s Whisper - A Macro Pilgrim's Ledger (September 28, 2025)
Gold surged $100 while Powell warned there’s no “risk-free path.” Is this rally safety...or a signal of storm clouds ahead?
Sep 28
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Santiago Capital
7
Overbought, Overextended, Overconfident? A Macro Pilgrims Ledger (Sunday, Sept 21, 2025)
Central banks have shifted...now the data takes center stage. Will inflation cool, housing wobble, or consumers crack first? The week ahead may decide…
Sep 21
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Santiago Capital
11
A Macro Pilgrims Ledger (Sunday, Sept 14, 2025)
The Santiago Way
Sep 14
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Santiago Capital
7
A Macro Pilgrim's Ledger - The Santiago Way (9/7/25)
Your weekly review by Santiago Capital
Sep 7
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Santiago Capital
14
A Macro Pilgrim's Ledger - The Santiago Way (8/31/25)
From last week’s shocks to this week’s setups...are you prepared for the turn?
Aug 31
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Santiago Capital
13
A Macro Pilgrim's Ledger - The Santiago Way (8/25/25)
A new weekly report that helps you see the whole picture...connecting equities, bonds, credit, and commodities into one coherent narrative so nothing…
Aug 25
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Santiago Capital
19
1
The Frozen Divide
Where History, Power, and Unfinished Wars Collide
Aug 14
•
Santiago Capital
17
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