RJC Capital:Markets, research,& conviction.
Ideas built for scrutiny, not speed. Public notes, long-form theses, and a working library.
Selected work / 01—06
Research lives where process meets public record.
RJC Portfolio
Account P&L, Position Management, Trade Record
Real-time notifications for every trade placed by the RJC Capital account, from opening entry through final exit.
Coming soon02Community Leaderboard
Verified P&L, Weekly Competition, Rewards
Weekly performance from Discord and Substack members, ranked beside Sharpe, drawdown, and consistency.
Coming soon03RJC Capital
Markets Commentary, Macro, Positioning
Market notes, catalysts, tape reads, and the evolving research queue — published in real time.
2026 —04Long-form Substack
Deep Dives, Themes, Original Research
Higher-conviction work on market structure, company-specific ideas, themes, and asymmetric risk.
2026 —05RJC Library
Book Summaries, Mental Models, Process
Years of investing reading distilled into reusable frameworks for valuation, cycles, risk, and judgment.
2026 —06Chokepoint Scanner
Quant Screens, Bottlenecks, Setups
A research tool for finding supply constraints and market setups before they become consensus notes.
2024 —