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| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 18 | Subscribers | Read | aaig.substack.com |
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Recent posts by this newsletter. Browse the email archive.
Welcome to this eighth edition of AAIG’s Macro Pulse. Week 16 was the week the diplomatic scaffolding around the Iran ceasefire visibly cracked. Talks collapsed twice, a dual blockade hardened, oil crossed $100 again, the UAE announced it w...
Been thinking about how to start this new series of mine, but in the end the best learning curve is experienced by actually getting started. Let’s call this series 'When the Stars Fall’, a beautiful metaphor for what this series tries to ac...
By Markos:
ASPI dropped its business update alongside the Q4 2025 print, and we want to walk through what’s really happening under the hood, because the headline numbers tell only half the story.
The writers behind this newsletter.
High-conviction research collective of 6 analysts across multiple industries. We search for asymmetric opportunities and build institutional-level quality research.
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