Welcome to Mid-Week Macro for Wednesday 8th April 2026.

Protect your wealth. Defend your freedom. Outsmart the system.

Get your tickets to the RULE SYMPOSIUM 2026

This post and video are FREE for everyone, and discusses:

* Why you shouldn’t trust the ceasefire

* Short term equity and commodity outlooks

* Warning signs across the board

* And much more!

Upgrade to Contrarian Capitalist Paid Today

High-conviction research, traffic-light market guidance, and early access to podcasts and macro insights, built for investors who prioritise capital protection and asymmetric opportunities.

Thank you for being part of The Contrarian Capitalist community!

Mid-week Polymarket market

Thank you Polymarket for sponsoring the mid-week macro. Given the recent truce, we check in again with the odds of Strait of Hormuz traffic going back to ‘normal’ by the end of April.

I am not buying it and do not see it happening whatsoever. This market is priced way too high. The ceasefire and the current situation is not to be trusted!

Please do subscribe to Polymarket on Substack.

If you are looking to add to your physical portfolio then GoldCore is a respected international bullion dealer, delivering secure access to physical gold and silver since 2003. Known for expertise, transparent execution and a global, independently audited vaulting network.

I will be working with The Jerz Group to formalise a US LLC as well as other tax structuring and future proofing both The Contrarian Capitalist and my personal and family positions.

I have used The Jerz Group for the Paraguayan Residency process and can hands down say that it was a very good and hassle-free experience. The Jerz Group are able to help anyone worldwide. Use the button below to explore their available options and please mention The Contrarian Capitalist when you get in touch with them.

Jeremy will likely be on the show in due course.

Podcasts & Posts & Article Links

German men need military permit for extended stays abroad

DOE FY27 Budget Requests $45 Billion in Nuclear Funding

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe