Earned,
not inherited.
Muth Capital is shaped by grit, self-direction, and earning results under sustained pressure.
Owner-operated capital & independent research.
Every position reflects the founder’s own capital and judgment.
The SOGI Principle
The “wrong side of the tracks” taught me the structural advantage of arriving long before others realize they want to be there.
The "Mac" Principle
“Hurry up to wait” was learned through tennis in a trailer outside Laughlin, NV — move early to establish balance, then wait calmly to strike with authority.
Perspective earned under pressure.
Independent Market Research
The work emphasizes clarity, downside awareness, and decision-making before outcomes are known—rather than narratives built after the fact.
Owner-Operated Capital
Macro & Systems Analysis
Research Access
Independent research is published regularly. Subscribers gain access to full analysis, context, and ongoing work.