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Conflict & Capital

An investor passionate about earnings calls, economic analysis, and geopolitics. “Investing isn’t just numbers—it’s understanding how the world works.”

conflictcapital.substack.comSource feed ↗10 episodes

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Read 11 days ago and current, but nothing has been published for 15 months.

Latest episodes

📈 Japan’s 40-Year Bond Yield Surges Past 3.5%—A Historic Shift Unfolds

The silent era of ultra-low rates may be ending — and it could reshape the global flow of capital.

💔 From Defeat to Decline: How Manchester United’s Europa League Loss Could Hurt Their Wallet

Missed glory, shaken investors, and a looming financial hit — what the final whistle in Spain truly cost the Red Devils. ⚽📉

"One Big Beautiful Bill Act": Trump’s Tax Dream Passes by a Hair—But at What Cost?

Massive tax cuts, sweeping spending shifts, and a looming debt storm — the bill that could redefine America’s economic future. 💸⚖️

🍏 Is Apple at Risk of Falling Out of the Top 3 Market Caps Within 3–5 Years?

The future isn’t guaranteed — especially when your rivals have a faster S-curve.

🎯 Focus Wins | Why Doing Just One Thing (Really Well) Might Beat Doing It All

In business, the deep path often outpaces the wide one — just ask Netflix, Coca-Cola, or Hermès.

💥 #HedgeFunds | Big Bets Gone Wrong: Volatility Up, Everything Else Down... or Not

They went long on fear, short on everything else — and then the U.S.-China trade truce flipped the script

⚔️ The Tariff War Heats Up—Then Cools Down

A timeline of rising tensions—and a surprising pause—in the U.S.–China trade showdown

Nvidia Surges on UAE AI Chip Deal Talks

Over 1 Million Advanced AI Chips May Be Headed to the Gulf—Marking a Major U.S. Policy Shift

🚨 What’s Happening with UnitedHealth ($UNH)?

Once the safest stock in U.S. healthcare—now clouded by risk, regulation, and leadership turmoil

🚀 IonQ Isn’t Just Building Quantum Computers—It’s Rewiring the Future Internet

A Deep Dive into the Bold Strategy Behind $IONQ's (NYSE: IONQ) Quantum Network Vision