MF Macro Newsletter
MF MacroCurrent Events and Market Implications
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 40 | Subscribers | Read | mfmacro.substack.com |
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Latest Issues
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Post 24: The Bear Case / The Bull Case
Note: I wrote this head line and first few paragraphs on August 1st, and just picked it back up today. I decided to keep the headline and intro because its still fitting but I will spend some time on what is happening in markets over the la...
Special Edition: Global Election Pt 2 / USA
I recently attended a conference for Veterans in VC & Tech (I myself am not a Veteran) - I spoke with the CEO/Founder of ShieldAI and asked the question, “What keeps you up at night?” (in regards to geopolitics) The firm answer was China an...
Post 23: Main Street vs Wall Street / Macro Modeling
Main Street vs Wall Street: The performance of the market is not conditional on the state of the economy, but the state of the economy can be conditional on the whims of the market.
Special Edition: Global Election Special Pt 1 / Is immigration inflationary?
Elections can be trying time for any nation, the fact that the ordeal must be repeated every 4-6 years doesn’t help. We have just come off the cusp of two huge elections in the US, the global populace has seen escalating domestic tensions a...
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