Gertjan de Jong - Netherlands - 32 years - Investing - Macro - Finance - Data & insights
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 42 | Founded | 8 months ago | Last Issue | 7 days ago |
| Active | |||||
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macrogertjan.substack.comLatest Issues
Nvidia’s multiple is crashing. Is that bullish or bearish?
Nvidia is up roughly 25% in 2026. 📈
That sounds like another strong year for the world's most valuable chipmaker.
But look a little closer, and something interesting is happening under the surface.
Nvidia's valuation multiple has been...
Portfolio update September 2026 | -3,5%
Introduction
My approach is to buy good companies at “undervalued” levels. Besides buying companies I buy assets which will increase in my opinion in the future, because of the macro view.
I combine fundamental analysis with technical...
Don’t miss my birthday offer - 33% discount on my subscriptions till saturday
Hi all! 👋
It’s a special day for me.
Today I am celebrating my birthday. 33 years old!
I feel a little bit old now…
BIRTHDAY OFFER
To celebrate my birthday , till saturday I offer my premium subscriptions with a 33% discount.
With...
Why I think bitcoin is interesting right now
Why bitcoin is interesting right now despite the Clarity Act failing its Senate cloture vote: what the bill would have done, why it failed, and the macro case for bitcoin regardless.
On September 15, the Clarity Act failed.
Everyone talks about gold and silver. But copper might be the quiet macro story.
You voted. 🗳
After gold, you chose silver and copper as your favourite commodities.
I wrote about silver recently. 👉 Now it is copper's turn.
Most investors think copper is just an industrial metal.
A boring one. Pipes. Cables. Constr...
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
\ud83d\udcca I help beginning investors understand macro markets ✅ Outperformed the S&P for more than 3 years /\ud83d\udee0 https://macrogertjan.gumroad.com / Subscribe to never miss an investing update!
Personal finance is global. After ten years investing and a career in financial models, I educate about money across borders, share my research on U.S. stocks, and make complex financial decisions easier to understand.
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