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DFCF, LLC
Drulard Family Capital Fund (DFCF, LLC)

JD Straight Up - 24Nov25 - Risk Spectrum
Risk Spectrum Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 6697 – down 2% from 6796 two weeks ago VIX  at 21 – up 11% from 19 two weeks ago 10yr Treasury  yielding 4.05% (down 1% from 4.09% two weeks ago) Agg  (US Aggregate Bond Index) at 100.54 – flat from 100.18 two weeks ago Gold  at 4096  p er oz (flat from 4103 two weeks ago) Crude Oil  (WTI) at 58 per barrel (down 3% from 60 two weeks ago) Bitcoin  at 87k (down 17% from 105k two week
jodydrulard
13 hours ago3 min read
JD Straight Up - 10Nov25 - Bubble Magic
Bubble Magic Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 6796 – down 1% from 6875 two weeks ago VIX  at 19 – up 19% from 16 two weeks ago 10yr Treasury  yielding 4.09% (up 2% from 4.00% two weeks ago) Agg  (US Aggregate Bond Index) at 100.18 – down 1% from 101.21 two weeks ago Gold  at 4103  p er oz (up 3% from 4005 two weeks ago) Crude Oil  (WTI) at 60 per barrel (down 3% from 61 two weeks ago) Bitcoin  at 105k (down 8% from 114k two wee
jodydrulard
Nov 103 min read
JD Straight Up - 27Oct25 - Cycles
Cycles Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 6875 – up 3% from 6658 two weeks ago - all-time highs VIX  at 16 – down 16% from 19 two weeks ago 10yr Treasury  yielding 4.00% (down 1% from 4.05% two weeks ago) Agg  (US Aggregate Bond Index) at 101.21 – up 1% from 100.46 two weeks ago Gold  at 4005  p er oz (up 1% from 3976 two weeks ago) Crude Oil  (WTI) at 61 per barrel (up 4% from 59 two weeks ago) Bitcoin  at 114k (down 1% from 115
jodydrulard
Oct 273 min read
JD Straight Up - 13Oct25 - What Bubble
What Bubble Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 6658 – flat from 6661 two weeks ago VIX  at 19 – up 27% from 15 two weeks ago 10yr Treasury  yielding 4.05% (down 3% from 4.19% two weeks ago) Agg  (US Aggregate Bond Index) at 100.46 – flat from 100.26 two weeks ago Gold  at 3976  p er oz (up 3% from 3857 two weeks ago) - crossed 4,000 Crude Oil  (WTI) at 59 per barrel (down 6% from 63 two weeks ago) Bitcoin  at 115k (up 1% from 114
jodydrulard
Oct 133 min read
JD Straight Up - 29Sep25 - Shut Down
Shut Down Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 6661 – up 1% from 6617 two weeks ago VIX  at...
jodydrulard
Oct 23 min read
JD Straight Up - 15Sep25 - Hurricane Season
Hurricane Season Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 6617 – up 2% from 6460 two weeks ago -...
jodydrulard
Sep 154 min read
JD Straight Up - 1Sep25 - Inflation Nation
Inflation Nation Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 6460 – flat from 6448 two weeks ago...
jodydrulard
Sep 13 min read
JD Straight Up - 18Aug25 - Moment of Truth
Moment of Truth Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 6448 – up 2% from 6307 two weeks ago...
jodydrulard
Aug 183 min read
JD Straight Up - 4Aug25 - Lies, Damn Lies, and Statistics
Lies, Damn Lies, and Statistics Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 6307 – flat from 6332...
jodydrulard
Aug 43 min read
JD Straight Up - 21Jul25 - Up and to the Right
Up and to the Right Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 6332 – up 1% from 6250 two weeks...
jodydrulard
Jul 213 min read
JD Straight Up - 7Jul25 - Bifurcated Reality
Bifurcated Reality Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 6250 – up 5% from 5973 two weeks ago...
jodydrulard
Jul 74 min read
JD Straight Up - 23Jun25 - Bombs Away
Bombs Away Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 5973 – down 1% from 6001 two weeks ago VIX...
jodydrulard
Jun 233 min read
JD Straight Up - 9Jun25 - Keep Calm and Trade On
Keep Calm and Trade On Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 6001 – up 2% from 5889 two weeks...
jodydrulard
Jun 93 min read
JD Straight Up - 26May25 - Bonds Away
Bonds Away Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 5889 – up 2% from 5794 two weeks ago VIX  at...
jodydrulard
May 293 min read
JD Straight Up - 12May25 - Art of the Deal
Art of the Deal Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 5794 – up 5% from 5529 two weeks ago...
jodydrulard
May 123 min read
JD Straight Up - 28Apr25 - Angel's Advocate
Angel's Advocate Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 5529 – up 2% from 5405 two weeks ago...
jodydrulard
Apr 285 min read
JD Straight Up - 14Apr25 - The "Wreckoning"
The 'Wreckoning' Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 5406 – down 4% from 5612 two weeks ago...
jodydrulard
Apr 154 min read
JD Straight Up - 31Mar25 - April Fools
April Fools Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 5612 – down 1% from 5666 two weeks ago VIX...
jodydrulard
Apr 73 min read
JD Straight Up - 17Mar25 - Animal Spirits
Animal Spirits Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 5666 – down 5% from 5951 two weeks ago...
jodydrulard
Mar 174 min read
JD Straight Up - 3Mar25 - Tech Stumble
Drulard Family Capital Fund Fortnightly Macro View JD Straight Up :  S&P 500  at 5951 – down 3% from 6115 two weeks ago VIX  at 20 – up...
jodydrulard
Mar 53 min read
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