Realcap Research

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On Money Supply and Inflation
The theory and link between Money and Inflation.
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Andres Chocron
Crazy times of Guns, Butter and Debt
There was once a sense of "rational" government spending leading policy but the tables have turned and we're hoping for the best 😬
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Andres Chocron
Archegos biblical losses
In Hwang they trusted. Again. Billions lost, people fired and we're still waiting on that legislation. The story has all the ingredients to be a Netflix…
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We Need Shorts ↘️
An in-depth look into shorting, shorts, and why we need them 👈
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Andres Chocron
Diversification & Concentration (Risk) in Investing
From Cathie Wood and Warren Buffet to the Holy Grail of Ray Dalio. What to expect when the music stops (for a minute).
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Andres Chocron
The Nuances Of Volatility
How do we measure volatility in the market? Can we really use Market volatility, the VIX or "fear gauge"? Lets go over how its measured, why traders…
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Andres Chocron
A proxy against Inflation
On how alternative asset classes can provide a hedge for the increasing inflation expectations and a review of my favorite private equity firms that can…
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Andres Chocron
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