Macro Equity
Lars KreckelMy macro thoughts on equity markets
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 69 | Founded | 3 years ago | Last Issue | 3 months ago |
| Active | |||||
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macroequity.substack.comLatest Issues
New Tool: Sentiment & Momentum
Finding What’s Hated — but Turning
It’s time to introduce a new tool in the Sentiment Matters Toolbox.
One of the core purposes of sentiment analysis is to help spot potential inflection points.
Understanding where sentiment and posi...
Buy Side Sentiment Tracker
Views from 44 top asset managers across 73 assets, based on 1,300+ individual views
We have moved!
Sentiment Matters is the new home of my work on Investor Sentiment & Positioning, the mood of the market, mapped and decoded.
Si...
Sentiment Ideas: Tech Vulnerabilities
Long Tech has been the trade of the past few years. It’s almost difficult to imagine a world where Technology isn’t the market’s default leader.
And that’s the point.
We have moved!
Sentiment Matters is the new home of my work on I...
Sentiment Ideas
Christmas markets are open, Outlook Season is in full swing and investors are busy implementing their 2026 views before liquidity dries up. Against that backdrop, our big picture read on sentiment hasn’t changed: it remains a supportive set...
Buy Side Sentiment Tracker - American Comeback
Sentiment Matters is the new home of my work on Investor Sentiment & Positioning, the mood of the market, mapped and decoded.
Sign up for free or for one of the subscription packages at
www.sentiment-matters.com
Here is a taste of what y...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Macro Equity.
| Subscribers | Engagement | 61 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
20 years in macro equity markets, sell-side & buy-side, still trying to make sense of it all
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