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 | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 169 | Subscribers | Read | thealetheanarrative.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
THE CONFLUENCE
Why 2026 Is Not 2008, Not 1973, Not COVID, Not 2000, and More Dangerous Than Any of Them
US-Iran War/Energy Crisis vs Covid 2019
The current 2026 energy crisis from the war and COVID-19 share the same institutional failure DNA.
Current Thoughts on US/Iran Dynamics
The Core Thesis
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Other publications recommended by the authors of this newsletter.
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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