Capital Wars
Capital Wars published 61 pieces between 2026-04-28 and 2026-09-08, covering 2 tickers plus 55 macro pieces with no single ticker. Quant Data extracted 1,072 discrete claims from them, of which 16 were directional statements on a named ticker. Over the last 30 days it published 15 pieces, about 3.5 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 | 397 | 37% |
| theses | 193 | 18% |
| risks | 131 | 12% |
| falsification points | 127 | 12% |
| contrarian points | 64 | 6% |
| catalysts | 56 | 5% |
| omissions flagged | 43 | 4% |
| competitive notes | 38 | 4% |
| directional statements | 16 | 1% |
| valuation points | 7 | 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 |
|---|---|---|
| 2026-09-08 | — | Global Liquidity Watch: Weekly Update |
| 2026-09-06 | — | Bitcoin’s Liquidity Paradoxes |
| 2026-09-04 | — | Impossible Things |
| 2026-09-03 | — | Global Liquidity Watch: Weekly Update |
| 2026-09-01 | — | Global Liquidity Watch: Weekly Update |
| 2026-08-29 | — | More (Johnny) Cash? |
| 2026-08-26 | — | AAA Rated: Bonds and the Hidden Architecture of Modern Finance |
| 2026-08-25 | — | Global Liquidity Watch: Weekly Update |
| 2026-08-23 | — | Bonds, Bessent and Bedlam |
| 2026-08-22 | — | Global Liquidity Check |
| 2026-08-20 | — | Bills Are The Pills |
| 2026-08-18 | — | Global Liquidity Watch: Weekly Update |
Days with a written note
- 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 accessed through the GeoScope aggregator, which licenses redistribution. Titles belong to the publisher. Educational only: not investment advice, not a recommendation.