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Macro investing - Gertjan

Gertjan de Jong - Netherlands - 32 years - Investing - Macro - Finance - Data & insights

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Substack
PricingFreemiumPublishesWeekly
Issues21Founded5 months agoLast Issue4 days ago
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Artwork for Macro investing

Latest Issues

Stock pick saturday #2 - Novo Nordisk

Novo Nordisk is 70% below it's All time high. Is it worth a buy?

Introduction

4 days ago
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Portfolio update #2 - June (#PAID only)

Full insight in my portfolio - portfolio allocation and more

This is my second insight in my own personal portfolio.

7 days ago
7
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Macro Monday #4 — Three Numbers That Will Move Your Portfolio This Week

Welcome back to Macro Monday — every week I break down the key macro events that matter for your portfolio. No noise. Just the signals.

🗓️ The Week Ahead: June 29 — July 3, 2026

This week is short but explosive.

US markets close Frid...

9 days ago
17

The Gold Story Nobody Is Connecting — But Should

I am not a conspiracy theorist. I am a macro investor.

And right now, the macro signals around gold are telling a story that I cannot find a single mainstream outlet connecting, at least not yet.

Here is what I see when I put the facts in...

11 days ago
140
46

Portfolio update May - First episode (#PAID only)

My first portfolio reveal - May. First episode.

Today is a special day, because this is my first paid content here on Substack.

22 days ago
24
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  • Macro investing - Gertjan

    \ud83d\udcca Most people react to markets, I help you take action before the market moves ✅️ Outperformed the S&P for 3 years \ud83d\udee0 Tools & insights to navigate the markets like a pro. \ud83e\udd1d\ud83c\udffb Join the journey and subscribe for free \ud83d\udc47

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