Geiger's Capital Gains

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 • 

Geiger Capital

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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 • 

Geiger Capital

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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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2

July 2025

Short Squeeze Meme or Real Business?

I’ve entered into a new position that I think has asymmetric risk-reward, trades at a discounted valuation, and also takes advantage of the heightened…

Jul 27 • 

Geiger Capital

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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 • 

Geiger Capital

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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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15

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 • 

Geiger Capital

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2

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 • 

Geiger Capital

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2

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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April 2025

The Golden Age of LatAm

A macro investment thesis that I’ve been building based on a combination of market dynamics, political shifts, economic policies, and strategic…

Apr 24 • 

Geiger Capital

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Bessent the Benevolent

One man inside the administration was able to regain control of the situation and fend off Trump’s more extreme advisors. Where we go from here.

Apr 10 • 

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