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National Interest & Deglobalization
The New Investment Paradigm
Sep 24
•
Santiago Capital
15
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The Great Unraveling
How De-Globalization Is Redrawing the Map of Money and Power
Sep 22
•
Santiago Capital
19
1
21:44
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
•
Santiago Capital
10
Think, Laugh, Cry Issue #27
John Cleese on why play fuels creativity. Hugh Grant’s wit honoring Richard Curtis. A farewell to dialogue with Charlie Kirk. What connects them?
Sep 17
•
Santiago Capital
1
Is the Stock Market's Wild Ride Nearing a Cliff?
Stocks are partying like it’s 1999...AI hype, record leverage, and passive flows fueling the binge. But what happens when the music stops?
Sep 15
•
Santiago Capital
11
1
30:57
A Macro Pilgrims Ledger (Sunday, Sept 14, 2025)
The Santiago Way
Sep 14
•
Santiago Capital
6
Investor Euphoria
The Anatomy of a Market Crash
Sep 9
•
Santiago Capital
14
Is the Dollar's Reign Finally Crumbling?
The Latest "Game Changer" That's Got Everyone Buzzing
Sep 8
•
Santiago Capital
14
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