The Alethea Narrative
Craig ShapiroA newsletter that searches for the truth in financial markets while understanding how narratives can help shape investment decisions. This newsletter is for family offices, wealth advisors, and investors who don’t have time to follow every macro twitch
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 176 | Founded | 4 years ago | Last Issue | 11 days ago |
| Active | |||||
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thealetheanarrative.substack.comLatest Issues
The AI Capex Bifurcation: Who Pays for the Buildout
A unified framework on capital, households, and the resolution path that conventional risk management is missing.
The AI capex cycle is reshaping the US economy along a single fault line, and most of the macro commentary describing it has...
Energy shock to demand destruction: the transmission in real time
Retail gasoline at $4.54 per gallon, 47 percent above the five-year seasonal average, is now showing through to discretionary travel.
Retail gasoline at $4.54 per gallon, 47 percent above the five-year seasonal average, is now showing thro...
Services Just Confirmed It
What today’s ISM Services print does to yesterday’s framework
Yesterday I laid out a framework arguing that the manufacturing saturation print on Friday was the most analytically consequential number of the cycle. Cost shock pass-through b...
The Saturation Print
Why the cost shock just crossed the line that breaks economies
There’s a number that came out yesterday that almost nobody is talking about correctly. ISM Manufacturing Prices Paid printed 84.6. Three months ago it was at 59. Six months ag...
The Hormuz Throttle
How the IRGC Controls the Global Economy's Most Critical Lever
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
The Alethea Narrative is run by Craig Shapiro, a Cross Asset Macro Portfolio Manager with 20+ years investment experience. He is also the Senior Macro Strategist at Ninja Trader Live.
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