# Dick Capital

Generalist Investment Research

Page: <https://rssamplifier.com/dickcapital-substack-com>  
Feed: <https://rssamplifier.com/dickcapital-substack-com.md>

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## [A Short Macro Summary](https://dickcapital.substack.com/p/a-short-macro-summary-78b)

_2026-08-17 · Dick Capital_

August 17, 2026

## [Portfolio Allocation Update – August 2026](https://dickcapital.substack.com/p/portfolio-allocation-update-august)

_2026-08-15 · Dick Capital_

Inside the Holdings Behind Dick Capital’s +124.52% YTD Returns

## [Deep Dive: The Next Major Gold Producer in the Making](https://dickcapital.substack.com/p/deep-dive-the-next-major-gold-producer)

_2026-08-13 · Dick Capital_

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)](https://dickcapital.substack.com/p/ttm-technologies-ttmi)

_2026-08-02 · Dick Capital_

Is This a Buy-the-Dip Moment?

## [Macro Memo](https://dickcapital.substack.com/p/macro-memo)

_2026-07-28 · Dick Capital_

July 28, 2026

## [Lifecording](https://dickcapital.substack.com/p/lifecording)

_2026-07-22 · Dick Capital_

The picks-and-shovels trade behind the rise of always-on AI wearables

## [The Terracotta Fleet](https://dickcapital.substack.com/p/the-terracotta-fleet)

_2026-07-21 · Dick Capital_

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](https://dickcapital.substack.com/p/the-quiet-season-opportunity-one)

_2026-07-15 · Dick Capital_

Most people think of insurance as a boring, defensive corner of the market.

## [Portfolio Allocation Update – July 2026](https://dickcapital.substack.com/p/portfolio-allocation-update-july)

_2026-07-12 · Dick Capital_

Inside the Holdings Behind Dick Capital’s +116.76% YTD Returns

## [Stream Torrents & IPTV Instantly (Sponsored)](https://crawlproof.com/a/FlpH1qLfPLcB)

_2026-07-12 · **Sponsored**_

Search magnet links and stream movies, music, books, and live TV in-browser

## [The Ceasefire Breaks And the Fed Splits](https://dickcapital.substack.com/p/the-ceasefire-breaks-and-the-fed)

_2026-07-09 · Dick Capital_

Two things landed within twenty-four hours of each other this week, and together they changed the setup.