Geiger Capital’s output in this period focused heavily on Latin American politics and markets, especially Brazil’s election, Bolsonaro, Mexico and a broader thesis of a Latin American golden age. 914161930 It also covered US macro and markets, including jobs, manufacturing, GDP, Treasury yields, Bessent and data-centre infrastructure. 424648495660 Its political commentary addressed immigration, Western identity, French politics, US midterms and foreign policy; the material is primarily Geiger Capital’s own posts rather than episodes featuring named hosts or guests. 31220384054
From the window to Oct 7, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
On the record
last 90 daysNo positions on the record in the last 90 days — retweets, links and asides don't count, only a view of their own.
Their output
73 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- inflation 4 items
- OpenAI, L.P. 4 items
- James Talarico 4 items
- midterm bet 3 items
- Elon Musk 3 items
- Polymarket 3 items
- CPI 3 items
- rate hike 2 items
See what your own voices say about Geiger Capital, every morning.
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