Geiger's Capital Gains
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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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Geiger Capital
13
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Welcome to Fiscal Dominance
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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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Geiger Capital
20
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Are Rich People Paying Taxes?
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7
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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Geiger Capital
11
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Don't Hate the Player, Hate the Game.
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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
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Geiger Capital
16
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RUN IT HOT!
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1
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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Geiger Capital
28
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Multiculturalism + Mass Migration is Fatal to America
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6
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
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Geiger Capital
22
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The Golden Age of LatAm
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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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Geiger Capital
18
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Bessent the Benevolent
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1
Liberation Day Has Arrived
After weeks of build up and flip-flopping headlines, President Trump’s “Liberation Day” has finally arrived.
Apr 1
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Geiger Capital
27
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Liberation Day Has Arrived
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6
March 2025
The Golden Age of [______]
President Trump and Treasury Secretary Bessent are ushering in a new economic regime. However, I believe this new regime may also contribute to a Golden…
Mar 21
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Geiger Capital
16
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The Golden Age of [______]
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Trump is Volcker-ing Himself
While CNN assures you that this administration is causing economic chaos with no plan whatsoever, I would like to present you with another possibility.
Mar 6
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Geiger Capital
107
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Trump is Volcker-ing Himself
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February 2025
My Largest Investment In Over A Year
In the past few days I made a new investment and wanted to share it with the great readers of Geiger Capital.
Feb 12
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Geiger Capital
25
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My Largest Investment In Over A Year
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January 2025
The SpaceX ETF
Many investors, including myself, would love the opportunity to invest in SpaceX but are unable to because it remains a private company.
Jan 28
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Geiger Capital
14
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The SpaceX ETF
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