Muth
Capital
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.
Meet our Founder
Brandon Muth often jokes that his most valuable credential isn’t his business degree from the University of New Mexico, but a degree in PSD—Poor, Smart, and Deeply Driven—a phrase famously used by Bear Stearns CEO Ace Greenberg.
By age twelve, Brandon had moved seventeen times, spending years in environments where stability, certainty, and comfort – including running water, indoor plumbing and electricity – were often absent.
Competitive tennis became both refuge and proving ground, teaching him that discipline, adaptability, and emotional control matter most when conditions are least favorable.
Those lessons carried through entrepreneurship, the 2008 financial crisis, rebuilding businesses from near collapse, and decades of studying markets, history, economics and human behavior.
Today, as founder of Muth Capital, Brandon applies the same mindset that shaped his early life: survive first, never panic, and trust that judgment forged through adversity is often more valuable than credentials earned under ideal circumstances.
Brandon Muth
Founder, CEO & Chief Equity Strategist