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JD Straight Up

Fortnightly macro view and consideration of relevance and applicability to data driven decisions.

 
 
 

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JD Straight Up - 6Jul26 - America, I love ya

America, I love ya Drulard Family Capital Fund Fortnightly Macro View JD Straight Up: S&P 500 at 7533 – up 1% from 7477 two weeks ago VIX at 16 – down 13% from 18 two weeks ago 10yr Treasury yieldin

 
 
 
JD Straight Up - 22Jun26 - Summer Heat

Summer Heat Drulard Family Capital Fund Fortnightly Macro View JD Straight Up: S&P 500 at 7477 – flat from 7456 two weeks ago VIX at 18 – down 5% from 19 two weeks ago 10yr Treasury yielding 4.51% (

 
 
 

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