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Tariff Wars 2.0
China has announced new export controls on rare earths and Trump is threatening 100% tariffs. What both sides are trying to do and where I think markets…
Oct 12
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Welcome to Uptober
As we move into October, I have a few thoughts on Bitcoin currently and where it will go moving forward.
Oct 1
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September 2025
My Largest Investment in Years
In the past few weeks I made a new investment and wanted to share it with the great readers of Geiger Capital.
Sep 18
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Prepare for the Benchmark Revision
What to expect in this mega-revision, what it means for the Fed, and how I’m positioned for it…
Sep 8
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You're Witnessing a Global Debt Crisis
The global bond market is throwing a temper tantrum as long-term government bond yields are rising everywhere from the UK to Japan to France and of…
Sep 2
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August 2025
The 2nd Nuclear Race
After decades of ignoring this critical power source, the US Government is now kick-starting a national nuclear renaissance. I’ve entered into a new…
Aug 14
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July 2025
Unrealized Capital Gains Tax Is Coming
There is a growing movement in several Western governments to begin taxing unrealized capital gains.
Jul 9
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Welcome to Fiscal Dominance
The United States has now entered an era of Fiscal Dominance.
Jul 1
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June 2025
Are Rich People Paying Taxes?
One of the great political moves by the left in recent years has been convincing a large portion of America that “the rich” don’t pay taxes and it’s all…
Jun 23
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Don't Hate the Player, Hate the Game.
I've entered into a new equity position that I think has asymmetric risk-reward and wanted to share it with the great readers of Geiger Capital.
Jun 9
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May 2025
RUN IT HOT!
The Trump administration has abandoned fiscal austerity and is now trying to grow our way out of the debt. What happens next and what does this mean for…
May 27
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Multiculturalism + Mass Migration is Fatal to America
The current mix of mass migration and multiculturalism is a fatal combination for America.
May 16
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