Archive - Capital Notes

Election Year: The Circus is Here 🤡

What does history tell us about the market and corporate tax rates?

Sep 10 •

July 2024

Capital Notes Media Digest #1

A Compilation of Thought-Provoking Charts and Media Insights

Jul 1 •

June 2024

The CBO Projects Government Spending Equal to 44% of Economy

Is this a path to economic inefficiency?

Jun 20 •

Watch the U.S. Dollar

Crowded positioning sets the stage for a potential countermove.

Jun 12 •

Why do I use technical analysis?

A quick, technical take on Apple's breakout.

Jun 11 •

February 2024

Rate Cuts Increasingly Unlikely

Supercore inflation accelerates higher.

Feb 13 •

January 2024

Is Santa Exhausted? The Probability is Growing

Studying investor psychology is important for long- and short-term investors.

Jan 2 •

December 2023

A finance family Christmas!

No set is complete without Lay, Skilling, AND Fastow.

Dec 25, 2023 •

Is Santa on his way? 🎅

Macro & Markets Chart Pack: December 1, 2023

Dec 1, 2023 •

November 2023

Podcast: Finish Big Ep. 24

How rising interest rates impact business valuations.

Nov 2, 2023 •

September 2023

The Trend Remains Up.

Macro risks only matter when markets decide to price it in.

Sep 14, 2023 •

August 2023

People often assume that when I point out major risk I am seeing in markets that it must mean I'm super bearish and therefore not exposed to mar…

Aug 29, 2023 •

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