Crescat Capital
The Value of Global Macro Investing
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Latest posts
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The Great Rotation
Everything we say below is subject to innumerable risks and uncertainties. With that said, let’s keep this simple. The US stock market is in a historic valuation bubble driven by AI hype, circular financing deals, and extreme brokerage account leverage. Buy Gold; Sell the S&P…
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Presentation Deck – Live Market Call 10/23/26
The post Presentation Deck – Live Market Call 10/23/26 appeared first on Crescat Capital .
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Crescat’s Live Market Call – October 23rd, 2026 Commentary
The post Crescat’s Live Market Call – October 23rd, 2026 Commentary appeared first on Crescat Capital .
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Cautious Outlook in OpenAI & Anthropic as AI CapEx Climbs – Schwab Network
The post Cautious Outlook in OpenAI & Anthropic as AI CapEx Climbs – Schwab Network appeared first on Crescat Capital .
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Presentation Deck – Live Market Call 10/9/26
The post Presentation Deck – Live Market Call 10/9/26 appeared first on Crescat Capital .
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Crescat’s Live Market Call – October 9th, 2026 Commentary
The post Crescat’s Live Market Call – October 9th, 2026 Commentary appeared first on Crescat Capital .
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Financier Flags Cracks in Inflation Tech Rally – Northern Miner
The post Financier Flags Cracks in Inflation Tech Rally – Northern Miner appeared first on Crescat Capital .
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Crescat Live Market Call – Precious Metals Summit Interview Series
The post Crescat Live Market Call – Precious Metals Summit Interview Series appeared first on Crescat Capital .
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Gold’s Bond Break Puts Juniors in Play – Northern Miner
The post Gold’s Bond Break Puts Juniors in Play – Northern Miner appeared first on Crescat Capital .
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Where Gold Investors Will Make the Biggest Money – Deep Dive
The post Where Gold Investors Will Make the Biggest Money – Deep Dive appeared first on Crescat Capital .