A Short Macro Summary
August 17, 2026
Dick Capital
Generalist Investment Research
Live Last read · last published · next check
Latest posts
Portfolio Allocation Update – August 2026
Inside the Holdings Behind Dick Capital’s +124.52% YTD Returns
Deep Dive: The Next Major Gold Producer in the Making
A gold producer undergoing one of the most significant transformations in the sector, and why we think the stock could easily 2x
TTM Technologies (TTMI)
Is This a Buy-the-Dip Moment?
Macro Memo
July 28, 2026
Lifecording
The picks-and-shovels trade behind the rise of always-on AI wearables
The Terracotta Fleet
China is building a robotic force to guard its interests at home and abroad.
The Quiet-Season Opportunity: One Coastal Insurer That Stands Out, and How to Read the Group
Most people think of insurance as a boring, defensive corner of the market.
Portfolio Allocation Update – July 2026
Inside the Holdings Behind Dick Capital’s +116.76% YTD Returns
The Ceasefire Breaks And the Fed Splits
Two things landed within twenty-four hours of each other this week, and together they changed the setup.