The Great Capital Migration
Wall Street's most reliable pattern: How following the money and its impact on demand beats forecasting demand in a world obsessed with narratives.
Dheeraj Mahtani
57 posts
The Americans Can't Go Back
The American economy isn’t collapsing — it’s evolving. Higher debt, persistent inflation, and structural shifts like tariffs and remote work are creating a new system. But financial markets are still priced for the old one — and that’s where the real risk lies.
If You Trade Bitcoin...
I’ve been spending more time trading Bitcoin — and obsessing over charts that probably don’t belong in this newsletter. So I’ve spun it off.
Pipe Dreams
Energy investing can feel like a binary world — you’re either chasing commodity prices or buying stocks that live and die by them. But what if there’s another path that gives you the exposure without the whiplash?
The Dollar Trap
The United States made an unsustainable deal with the world: you get the dollars, we get the cheap stuff. It worked—until it didn’t.