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Santiago Capital

Feb 15, 2020 • 25 tweets • 7 min read

Many of you have already heard my #Dollar Milkshake Theory.

In fact...I'm pretty sure many (most?) are SICK of hearing about it...

😅😅😅

And some of you may have heard me use three different movies to help explain why the magic trick of sucking up capital from around the world while the dollar kurgan simultaneously cuts the heads off the competition...

But many of you have come back to me and said:

"This is all very interesting...but it just can't happen. The US is in serious trouble. And you are ignoring the trap the Fed has set for itself."

In other words...you don't believe in Magic.

But here's my answer to that:

You are mistakenly focusing on only the 3rd and last step...

"The Prestige"

And that's ok...you should DEFINITELY prepare for the Prestige (or its failure).

But it's also important to understand steps 1 and steps 2.

What are those Steps?

Ah...I'm glad you asked...

Now...focus on this part:

This is where you need to think about the common knowledge game. You need to understand what EVERYONE ELSE is going to do (or believe)...not what YOU want to do (or believe). Because the HERD is going to determine what trends and what doesn't

So even if you know the secret...and you yell it loud and clear...most people won't want to hear it.

They WANT TO BE FOOLED.

So when you tell me something "can't happen"...

I ask...

Because our central bankers are amazing magicians.

And the US Dollar and USD Payment System is a hell of a prop with which to work their magic.

And the Global Monetary System (the magicians theater) is set up to give them every angle, every trick, ever advantage.

So even if YOU don't believe in the magic...

No matter how much you jump up and down and yell and scream...

Most people will still believe...because they want to be fooled.

And after all...are you SURE it's not real?

I mean...who doesn't like Magic???

You REALLY don't????

I mean...If I told you I could read your mind...and I was right...would you believe?

Ok...

Get out a sheet of paper...

and a pen...

Now...are you ready?

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More from @SantiagoAuFund

Santiago Capital

@SantiagoAuFund

Jan 14

Can't go a day without someone saying Russia going to invade Ukraine and nothing the Biden admin can do to stop it.
And the media is happy to paint the situation as an evil attempt on Putins part to take over a sovereign nation despite US's own record.

Whatever you think of Putin, I hope we can all agree he is not a stupid person. Like him or hate him, he has been an extremely effective leader. And has probably played the hand he was dealt better than any of his peers. And even the f'ing birds respect him.

Part of this theory for the imminent invasion of Ukraine is bc Biden is weak and Europe is in an inflationary energy crisis. And with Europe dependent on Russian Natural gas to keep warm, the timing is good for Russia.

Read 16 tweets

Santiago Capital

@SantiagoAuFund

Oct 8, 2021

#AWallStreetStory
When I moved to NY in the late 90s I often took the subway bc I didn’t have money to ride around in cabs and town cars all the time. So the 6 Train doubled as my limousine and Grand Central Station doubled as my garage.

In May 1999 I was fortunate to be hired by Donaldson Lufkin & Jenrette for their Wall Street training program. This was very convenient because the DLJ offices were just two blocks from my garage.
#277ParkAvenue

I was not due to report until mid August. So quit my current job & took off for Europe. Spent summer walking across Spain to Santiago de Compostela to secure my ticket into Heaven. Thought I might come in handy as my trip was scheduled to end in Ibiza…🤫😎

Read 25 tweets

Santiago Capital

@SantiagoAuFund

Jul 25, 2021

If China bails out the US by proving PPE bc we don’t make enough masks, ventilators and other protective equipment ourselves, who has the upper hand in that scenario?

If China bails out Bangladesh bc they borrowed too much money and are now in Default, who has the upper hand in that scenario?

If Russia bails out a freezing cold Europe by providing natural gas that Europe can’t make on its own, who has the upper hand in that scenario?

Read 8 tweets

Santiago Capital

@SantiagoAuFund

Feb 14, 2021

For anyone who is interested...or anyone who just thinks I don't understand, am going to get rekt, need to do research or want to have fun staying poor...here is the white paper I wrote on #Bitcoin a few years ago.

1/

Read 9 tweets

Santiago Capital

@SantiagoAuFund

Feb 10, 2021

Two definitions of money, both faith based:

1. The most marketable commodity (the most marketable bc have faith based on its history that it will retain its value)

2. That which the Gov demands in tribute (you have faith if don’t pay your taxes in it the gov will jail you)

1/

One can argue that #2 above...actually leads to Govs fiat money becoming #1 above.

Regardless, all money is ultimately faith based. At their core, they are confidence games.

Once the confidence is gone, regardless of the reason, so is the value of the money/currency.

2/

In this way, money/currency, is very much like a religion.
The more that believe, the stronger it is.
The stronger it is, the longer it lasts.
The longer it lasts, the harder it is to unseat/replace.
It’s like the network effect.

3/

Read 7 tweets

Santiago Capital

@SantiagoAuFund

Aug 30, 2020

Hi everyone.
Based on recent comments/twitter posts/interviews...my email, vm, dm & twitter stream have been inundated with questions about, & challenges to, my assertions regarding QE being "deflationary" rather than "inflationary"

1/

Many extremely smart & successful people (many of whom I like & respect) disagree with me.

Vehemently.

As such, I have been asked for "Proof" or my "Source" to back up my assertions.

The "Smoking Gun" per se...

I'll attempt to answer this as clearly as possible below

2/

Some clarification:

The assertions aren't to say QE is "never" inflationary.

Or "can't" be inflationary.

The assertion is that it's "not currently" inflationary.

It needs cooperation from commercial banks in form of credit extension (which isn't currently happening).

3/