Drawing Capital Research

H1 2025: Market Update [Premium Subscribers]

Scale-Specialization Barbell Hypothesis [Premium Subscribers]

Steady Rates & Outlook: June 2025 FOMC Meeting Highlights [Premium Subscribers]

Lessons from Berkshire’s Returns [Premium Subscribers]

Power Laws & Winning Traits [Premium Subscribers]

Compounding is Stacking [Premium Subscribers]

Stock Composition and Seeking Change [Premium Subscribers]

Maintaining Rates Steady: Updates from the May 2025 FOMC Meeting [Premium Subscribers]

Gold & Currency Correlation [Premium Subscribers]

Revenue Mix Matters [Premium Subscribers]

Concentration, Selection, and Sizing [Premium Subscribers]

The S&P 500 Premium: Large Companies Perform [Premium Subscribers]