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Investment Talk

Conor Mac
Hundreds of paid subscribers

Essays about the stock market, finance, and human behaviour.

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Substack
PricingFreemiumPublishesWeekly
Issues318Founded6 years agoLast Issue4 months ago
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Latest Issues

Currency Schmurency

27-JAN-2026

I assume most independent investors seldom think about the ebbs and flows of the foreign exchange market when conducting their financial affairs. For the average individual, the most common interaction with foreign exchange (FX...

4 months ago
35
6
Paid

Slop Too Shall Pass

In the words of the controversial financier, George Soros, “I haven’t given up the illusion that I have something important and original to say”. On October 30th, 2025, I was perusing my Twitter feed— a once enjoyable experience that has sa...

4 months ago
28
8

Reads of 2025

In 2025, I made it a personal goal to reestablish my book-reading habit. I was, and still am, reading a lot every day, but that reading was confined mostly to SEC filings, newspapers, earnings call transcripts, and documentation in my profe...

5 months ago
33
4

Something That Rhymes with QE

Having migrated to South Asia for the winter, I am now more than 10 hours ahead of the American timezone and more than 5 hours ahead of my home country. I find a lot of joy in being so disconnected from the time zones that usually govern my...

5 months ago
30
2

One Year On: The Crowdsourced Portfolio

In late August 2024, I penned a letter about the kind of Twitter threads you see during moments of exuberance.

Now and then, a Twitter thread will be dusted off from the warehouse of some exuberant period in financial markets. The threa...

6 months ago
28
69

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