Capital Wars
Capital Wars published 81 pieces between 2026-04-28 and 2026-10-23, covering 3 tickers plus 72 macro pieces with no single ticker. Quant Data extracted 1,319 discrete claims from them, of which 24 were directional statements on a named ticker. Over the last 30 days it published 13 pieces, about 3.0 a week. These are counts of what was published, not a judgement of it.
No audit result is shown for Capital Wars. Results appear on this site only for sources whose full posting history has been through the finance-influencer audit and whose grade is published under that page's naming policy.
What kind of claims it makes
| Claim type | Count | Share |
|---|---|---|
| numbers on the record | 466 | 35% |
| theses | 261 | 20% |
| falsification points | 154 | 12% |
| risks | 153 | 12% |
| contrarian points | 77 | 6% |
| catalysts | 75 | 6% |
| omissions flagged | 57 | 4% |
| competitive notes | 41 | 3% |
| directional statements | 24 | 2% |
| valuation points | 11 | 1% |
Claim types are assigned during ingestion. "Omissions flagged" counts places where the reader noted a piece gave a view without a target, a timeframe or a falsification condition.
Tickers it writes about most
Each piece is tagged with one primary ticker; passing mentions are not counted.
Most recent pieces
| Date | Ticker | Title |
|---|---|---|
| 2026-10-23 | — | David Lin Report |
| 2026-10-20 | — | Global Liquidity Watch: Weekly Update |
| 2026-10-19 | — | Understanding The Bond Sell-Off |
| 2026-10-16 | BTC | What Is Bitcoin Telling Us? |
| 2026-10-13 | — | Global Liquidity Watch: Weekly Update |
| 2026-10-12 | — | Is the Fed Deliberately Behind the Curve? |
| 2026-10-09 | — | Will 2027 Prove a Recession Year? |
| 2026-10-06 | — | Global Liquidity Watch: Weekly Update |
| 2026-10-05 | — | Crypto, Gold and Bonds |
| 2026-10-02 | — | China’s Next Phase |
| 2026-09-29 | — | Global Liquidity Watch: Weekly Update |
| 2026-09-27 | TLT | Phoney Press Panic |
Days with a written note
- October 23, 2026 — Ten research notes from nine publishers: Tech earnings anxiety triggers market rotation to defensive sectors, while Amazon's Trainium3 and Microsoft's Copilot show structural progress
- October 20, 2026 — Ten research notes from six publishers: Citrini runs an autonomous drug design campaign, FundaAI reviews OCP 2026 timelines, and TMT Breakout tracks credit default swap spreads
- October 19, 2026 — Ten research pieces from seven publishers: S&P 500 narrowness mirrors 2000 top, 2027 datacenter buildout accelerates to 50GW, and CoreWeave credit risks rise
- October 16, 2026 — Five pieces and five publishers: Macro Charts flags a major turn in rates and precious metals, Capital Wars monitors Bitcoin liquidity, and Damnang explores Meta's AI advertising shift
- October 13, 2026 — Eight research pieces from six publishers: Meta's Muse Wonder returns to the frontier, SK Hynix faces HBM4 defect rumors, global liquidity drops, and Paul Tudor Jones warns of a bearish 2027.
- October 12, 2026 — Seven research notes from four publishers: Meta launches Muse Wonder, CPU prices rise, and a wave of software rating changes
- October 9, 2026 — Seven research pieces from six publishers: SpaceX's spectrum acquisition, OpenAI's revenue targets, and a wave of technology sector updates
- October 6, 2026 — Eight research pieces from six publishers: Global liquidity edges higher, AI computer use targets a $1 trillion market, and Marvell raises long-term targets
- October 5, 2026 — Quant Data Daily Research Notes for 2026-10-05: Eleven pieces from seven publishers covering macro liquidity, semiconductor substrates, enterprise AI security, and tactical options strategies.
- October 2, 2026 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
- September 11, 2026 — Eight notes, seven publishers: Oracle's OCI beat and Nvidia's ballooning off-balance-sheet guarantees headline a day of AI-infrastructure stress-testing
- September 9, 2026 — Seven notes from six publishers: Meta Muse launch, Capital Wars maps a 5-6 year liquidity cycle, and a hedge fund trims its AI-chain shorts
- September 8, 2026 — Eight notes from five publishers: OpenAI's Astra reshapes the AI capex debate, GS/Citi TMT conference recaps, and a wave of sell-side rating changes
- September 6, 2026 — Four notes, four publishers: Irrational Analysis dismantles the HBM supercycle thesis, Simon's Substack ranks silver juniors, Macro Charts flags a positioning minefield, Capital Wars probes Bitcoin's liquidity ties
- September 4, 2026 — Seven publishers, seven pieces: Damnang's optical re-rating map, Capital Wars on Treasury QE, Samsara's beat-and-raise, and a Marvell plasmonics tripwire list
- September 3, 2026 — Eight research notes from six publishers: Broadcom's $230B AI guide splits Wall Street, Snowflake's flywheel accelerates, and gold sits at a bull/bear fork
- September 1, 2026 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
Counts are computed from Quant Data's ingestion ledger of Capital Wars's pieces, drawn from publicly available Substack newsletters that Quant Data accesses through paid subscriptions. Titles belong to the publisher. Educational only: not investment advice, not a recommendation.
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