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DFCF, LLC
Drulard Family Capital Fund (DFCF, LLC)
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 7, 20254 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 23, 20253 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 9, 20253 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 29, 20253 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 12, 20253 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 28, 20255 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 15, 20254 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 7, 20253 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 17, 20254 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 5, 20253 min read
JD Straight Up: 11Nov24 - Roaring Twenties
Roaring Twenties Drulard Family Capital Fund Fortnightly Macro View JD Straight Up : S&P 500 at 6001 – up 3% from 5836 two weeks ago -...
jodydrulard
Nov 11, 20244 min read
JD Straight Up: 28Oct24 - US Election Countdown
Fortnightly Macro View JD Straight Up : S&P 500 at 5836 – flat from 5815 two weeks ago - continuing near all-time highs VIX at 19 –...
jodydrulard
Oct 28, 20243 min read
JD Straight Up: 14Oct24 - Peak Money
Drulard Family Capital Fund Fortnightly Macro View JD Straight Up : S&P 500 at 5815 – up 1% from 5741 two weeks ago - repeat all-time...
jodydrulard
Oct 22, 20243 min read
JD Straight Up - 30Sep24 - New Peaks
New Peaks Drulard Family Capital Fund Fortnightly Macro View JD Straight Up : S&P 500 at 5741 – up 2% from 5615 two weeks ago - testing...
jodydrulard
Oct 6, 20243 min read
JD Straight Up
Fortnightly macro view and consideration of relevance and applicability to data driven decisions.
jodydrulard
Oct 4, 20241 min read
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