Conviction reports and macro analysis that help you see what’s driving markets. Designed for those seeking clarity in a world of noise.
"I’ve followed since the early days on Instagram, and it was clear that DC saw the world differently. As someone who’s run a hedge fund for over a decade, it’s rare to come across such independent thinking at a young age not just surface level commentary or clickbait. His reports consistently spark new ideas and challenge the way we interpret macro narratives. It’s been genuinely refreshing. I don't always agree but that's what makes markets. I even tried to hire him but he wasn’t having it. Still, I wanted to show support here."
"Finally, macro analysis that feels alive. The narrative work here is awesome... connecting data and behavior in a way that’s both intuitive and actionable. It’s become my go to Sunday read."
"Honestly, i was very skeptical at first but getting to know DC over DMs on IG i wanted to support. Every conviction report gives me something new to consider. I’ve shared it with my team because the thinking is very sharp and pragmatic. It’s rare to find this level of insight outside institutional research. Wishing you all the best, ill be a lifetime supporter."
"At first, I followed out of curiosity. Now it’s become part of my weekend read. The way DC frames macro themes and connects the dots is brilliant. It’s helped me think more strategically about positioning. Very creative in understanding markets."
"What I respect most is the intellectual honesty. Every report challenges you to think and that’s what real research should do."
The Structure of Modern Capitalism If the global financial system were a living body, the bond market would be its bloodstream huge, hidden, and vital. It carries the flow of
Note: These brief market views reflect what's on my mind and serve as a way to document my thoughts. I'll post whenever I think it'