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Macro investing - Gertjan

Macro investing - Gertjan, The Finance Blueprint
Tens of paid subscribers

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

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues35Founded7 months agoLast Issue44 hours ago
Active

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Latest Issues

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Stock pick saturday #10 - Duolingo

Introduction

44 hours ago
3
Paid

Portfolio update August 2026 - 12,3% return

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 different reasons.

I combine fundamental analysis with technic...

5 days ago
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No NVIDIA. No Apple. No AI. Without this Dutch company

Each week on Saturday I dive deeper into one company. Today: ASML. Europe’s most valuable technology company.


I wrote about 8 different companies in the last months, and today I write about ASML, the biggest company in the Netherlan...

9 days ago
28

Most investors think Silver is just cheap Gold. They are missing the bigger story.

Gold got all the attention. I recently wrote about Gold here:

The Gold story nobody is connecting - but should

Gold is a monetary metal, many people are talking about it and it has a proven track record.

But Silver is besides a monetary...

13 days ago
58

Axon is a great company. Is it also a great stock?

Collaboration

For this piece, I collaborated with Vandana Agarwal, who writes The Finance Blueprint (Link: substack.com/@thefinanceblueprint), where she breaks down investing, markets, and personal finance in plain English. Her work fo...

23 days ago
31

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  • Macro investing - Gertjan

    \ud83d\udcca I help beginning investors understand macro markets ✅ Outperformed the S&P for 3 consecutive years \ud83d\udee0 Tools, stock deep dives & weekly insights \ud83d\udc47 Subscribe and never miss a macro insight | https://macrogertjan.gumroad.com/

  • The Finance Blueprint

    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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