the wolf of wall street (lower case)
David WolfA macro market newsletter written by a market maven to help you make money and have fun, with no surprises..
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 241 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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davidwolf.substack.comLatest Issues
Bond Bust
The Past Week
No reason to be long-winded. This is what happened last week:
In other words, the 2026 bond market bust is reaching a crescendo.
The carnage in bond prices and rise in yields have been global.
Thirty-year Japanese Gov...
The Market Will Hit You Back
[For the best experience, read on the website here.]
Dubois vs. Wardley, May 9, 2026, Manchester, England
The Boxing Metaphor
If you are not listening to two or three podcasts a week, you are falling behind everyone else in the mark...
2026 In Two "Bubblicious" Charts
[For best visualization, read on the website here]
The Past Week: AI beats WTI
This chart summarizes 2026 so far. After markets swooned in March on the back of geopolitical uncertainty and $100 West Texas Intermediate oil, the semico...
Two Poetic Masterpieces
[For best visualization, read on the website here]
Two poetic masterpieces begin with two very different descriptions of the month of April.
Geoffrey Chaucer’s The Canterbury Tales, written ca. 1390, starts like this:
In the original Mi...
Resilience and Resistance
Last Week
To understand what drove markets last week, let’s take a look at the Macro Monitor. There were developments in six of the seven long-term Macro Factors on the left.
[For those of you who don’t follow the Monitor weekly, the...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Born in Washington, DC. BA in Philosophy, Williams College. Resident of São Paulo, Brazil. 35 years trading, including Armor Capital, Lentikia Capital, Unibanco, Black River Asset Management, Cargill Inc., PaineWebber Inc.
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