Capital Wars
@capitalwars.skystack.xyz
Global Liquidity Insights
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This is an automated Substack Account of https://capitalwars.substack.com
Discover more/Create at: @skystack.xyz
The Warsh Pivot • From Fed QE to Treasury QE
The Warsh Pivot
From Fed QE to Treasury QE
capitalwars.substack.com
February 12, 2026 at 6:51 PM
The Warsh Pivot • From Fed QE to Treasury QE
Global Liquidity Watch: Weekly Update • Peak Liquidity, Weak Momentum
Global Liquidity Watch: Weekly Update
Peak Liquidity, Weak Momentum
capitalwars.substack.com
February 10, 2026 at 12:51 PM
Global Liquidity Watch: Weekly Update • Peak Liquidity, Weak Momentum
The Liquidity Tide is Turning: Warning for Risk Assets • Where Are We In The Investment Cycle?
The Liquidity Tide is Turning: Warning for Risk Assets
Where Are We In The Investment Cycle?
capitalwars.substack.com
February 6, 2026 at 12:52 PM
The Liquidity Tide is Turning: Warning for Risk Assets • Where Are We In The Investment Cycle?
Rate Cuts Don't Mean More Liquidity • Interview with Verified Market Insiders
Rate Cuts Don't Mean More Liquidity
Interview with Verified Market Insiders
capitalwars.substack.com
February 5, 2026 at 6:52 PM
Rate Cuts Don't Mean More Liquidity • Interview with Verified Market Insiders
Global Liquidity Watch: Weekly Update • Liquidity Levels (and Now Risk Assets) Have Hit a Plateau
Global Liquidity Watch: Weekly Update
Liquidity Levels (and Now Risk Assets) Have Hit a Plateau
capitalwars.substack.com
February 3, 2026 at 3:52 PM
Global Liquidity Watch: Weekly Update • Liquidity Levels (and Now Risk Assets) Have Hit a Plateau
The World According To Warsh • What Will 'Kevin-omics' Mean For Investors?
The World According To Warsh
What Will 'Kevin-omics' Mean For Investors?
capitalwars.substack.com
January 31, 2026 at 9:51 PM
The World According To Warsh • What Will 'Kevin-omics' Mean For Investors?
Japanese Bonds: A Canary In A Goldmine • This is Not The ‘Great Debasement’…Yet
Japanese Bonds: A Canary In A Goldmine
This is Not The ‘Great Debasement’…Yet
capitalwars.substack.com
January 28, 2026 at 6:53 PM
Japanese Bonds: A Canary In A Goldmine • This is Not The ‘Great Debasement’…Yet
Global Liquidity Watch: Weekly Update • High Tide, Slowing Current
Global Liquidity Watch: Weekly Update
High Tide, Slowing Current
capitalwars.substack.com
January 27, 2026 at 9:52 PM
Global Liquidity Watch: Weekly Update • High Tide, Slowing Current
Why Is Gold Outperforming Bitcoin? • Understanding Relative Monetary Shifts (Part 2)
Why Is Gold Outperforming Bitcoin?
Understanding Relative Monetary Shifts (Part 2)
capitalwars.substack.com
January 26, 2026 at 3:53 PM
Why Is Gold Outperforming Bitcoin? • Understanding Relative Monetary Shifts (Part 2)
Why Is Bitcoin Languishing And Gold And Silver Surging? • The Bond Dog That Did Not Bark (A Sherlock Holmes Mystery)
Why Is Bitcoin Languishing And Gold And Silver Surging?
The Bond Dog That Did Not Bark (A Sherlock Holmes Mystery)
capitalwars.substack.com
January 26, 2026 at 3:53 PM
Why Is Bitcoin Languishing And Gold And Silver Surging? • The Bond Dog That Did Not Bark (A Sherlock Holmes Mystery)
US Bond Term Premia • A Note on Technical Clarification
US Bond Term Premia
A Note on Technical Clarification
capitalwars.substack.com
January 26, 2026 at 3:53 PM
US Bond Term Premia • A Note on Technical Clarification
Stop The Debasement Trade…I Want To Get Off • Have Bond Market Vigilantes Gone AWOL?
Stop The Debasement Trade…I Want To Get Off
Have Bond Market Vigilantes Gone AWOL?
capitalwars.substack.com
January 26, 2026 at 3:53 PM
Stop The Debasement Trade…I Want To Get Off • Have Bond Market Vigilantes Gone AWOL?
Global Liquidity Watch: Weekly Update • Approaching Peak Liquidity
Global Liquidity Watch: Weekly Update
Approaching Peak Liquidity
capitalwars.substack.com
January 26, 2026 at 3:53 PM
Global Liquidity Watch: Weekly Update • Approaching Peak Liquidity
The Final Curtain • Prospects For Crypto and Risk Assets in 2026 (Asset Allocation Part 6)
The Final Curtain
Prospects For Crypto and Risk Assets in 2026 (Asset Allocation Part 6)
capitalwars.substack.com
January 26, 2026 at 3:53 PM
The Final Curtain • Prospects For Crypto and Risk Assets in 2026 (Asset Allocation Part 6)
Has Global Liquidity Peaked? • Strong Economies Don't Always Have Strong Financial Markets
Has Global Liquidity Peaked?
Strong Economies Don't Always Have Strong Financial Markets
capitalwars.substack.com
January 26, 2026 at 3:53 PM
Has Global Liquidity Peaked? • Strong Economies Don't Always Have Strong Financial Markets
Global Liquidity Watch: Weekly Update • A High Tide with Fading Waves
Global Liquidity Watch: Weekly Update
A High Tide with Fading Waves
capitalwars.substack.com
January 26, 2026 at 3:53 PM
Global Liquidity Watch: Weekly Update • A High Tide with Fading Waves
From Zig To Zag • China In 2026: Further Policy Ease Coming
From Zig To Zag
China In 2026: Further Policy Ease Coming
capitalwars.substack.com
January 26, 2026 at 3:53 PM
From Zig To Zag • China In 2026: Further Policy Ease Coming
Secret Agent Bond • Prospects for 2026 (Part 4): Spectre of A Contrarian Call
Secret Agent Bond
Prospects for 2026 (Part 4): Spectre of A Contrarian Call
capitalwars.substack.com
January 26, 2026 at 3:53 PM
Secret Agent Bond • Prospects for 2026 (Part 4): Spectre of A Contrarian Call
Why We Are Dollar Bulls • The Trump Dollar Is Waving Not Drowning
Why We Are Dollar Bulls
The Trump Dollar Is Waving Not Drowning
capitalwars.substack.com
January 26, 2026 at 3:53 PM
Why We Are Dollar Bulls • The Trump Dollar Is Waving Not Drowning
A Two Speed World: The Regional Twist In Global Liquidity • Prospects For 2026: Part 2
A Two Speed World: The Regional Twist In Global Liquidity
Prospects For 2026: Part 2
capitalwars.substack.com
January 26, 2026 at 3:53 PM
A Two Speed World: The Regional Twist In Global Liquidity • Prospects For 2026: Part 2
2026 Prospects • Part 1: Asset Allocation
2026 Prospects
Part 1: Asset Allocation
capitalwars.substack.com
January 26, 2026 at 3:53 PM
2026 Prospects • Part 1: Asset Allocation
Global Liquidity Watch: Weekly Update • Liquidity Momentum Slows; Risk Appetite Softens
Global Liquidity Watch: Weekly Update
Liquidity Momentum Slows; Risk Appetite Softens
capitalwars.substack.com
January 26, 2026 at 3:53 PM
Global Liquidity Watch: Weekly Update • Liquidity Momentum Slows; Risk Appetite Softens
China: Further Monetary Easing Ahead • How Does China’s People’s Bank Impact Asset Markets and Cryptocurrencies?
China: Further Monetary Easing Ahead
How Does China’s People’s Bank Impact Asset Markets and Cryptocurrencies?
capitalwars.substack.com
January 26, 2026 at 3:53 PM
China: Further Monetary Easing Ahead • How Does China’s People’s Bank Impact Asset Markets and Cryptocurrencies?
The Mechanics of Fed Liquidity • A Deeper Dive Into What Matters
The Mechanics of Fed Liquidity
A Deeper Dive Into What Matters
capitalwars.substack.com
January 26, 2026 at 3:53 PM
The Mechanics of Fed Liquidity • A Deeper Dive Into What Matters
Global Liquidity Watch: Weekly Update • Liquidity Levels Off as Year End Nears
Global Liquidity Watch: Weekly Update
Liquidity Levels Off as Year End Nears
capitalwars.substack.com
January 26, 2026 at 3:53 PM
Global Liquidity Watch: Weekly Update • Liquidity Levels Off as Year End Nears