RJC Capital:Markets, Research, & Conviction.
Signal over noise,
here's what
I'm building:
The main Substack presence for market notes, catalysts, tape reads, and the evolving research queue.
Exchange work at the intersection of perpetual futures, market structure, product, and live trading infrastructure.
Higher-conviction writeups on market structure, company-specific ideas, themes, and risk/reward.
A library of investing-book summaries from years of reading, distilled into frameworks for valuation, risk, cycles, and decision-making.
A research tool for screening bottlenecks, supply constraints, and market setups that can turn into notes.
Join the RJC Community
The paid RJC Discord is where research happens in real time: tape reads, catalyst notes, macro positioning, and trade ideas shared before they become threads.
- Live market commentary and tape reads during NY hours
- Early access to research notes before they hit Substack
- Direct Q&A on positioning, risk, and the evolving thesis stack
- Community of sharp operators sharing flow and catalyst reads