Global Macro & Financial Market Insights
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 820 | Founded | 4 years ago | Last Issue | 2 days ago |
| Active | |||||
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macrovisor.substack.comLatest Issues
The Overlooked Line Item in Every AI Budget
An investing and trading idea built on the one AI cost that keeps rising
We’ve spent the better part of 2026 arguing about chips, data centers and power grids. Those are the visible costs of AI. But these are not the only costs.
Breakfast Bites: Let the Dust Settle
Rise and shine everyone
Wednesday’s rally priced two big conclusions in a single session. The market decided that a Democratic Congress will end the Iran war, which took Brent down almost 9%, and that state-level opposition will slow the A...
Breakfast Bites: Texas Turns Blue
Rise and shine everyone
People are calling it a Blue Tsunami rather than a wave, and the results back that up. Democrats won the House and the Senate, flipping Senate seats in Texas, Kansas, Ohio, Iowa, Maine and both Carolinas. Nasdaq 100...
Breakfast Bites: The War Outlasted the Midterms
Rise and shine everyone
“The war will be over soon because there’s no way it will carry on until the US Midterms.” - this is what everyone said, including me. And yet here we are on Election Day, and the war is still very much alive.
In f...
Breakfast Bites: AI Valuations Meet Reality
Rise and shine everyone
Last week was supposed to be eventful, and wow did it deliver! The Fed talked around the case for another hike, Christine Lagarde announced an early exit from the ECB, and Google at one point had lost about half a t...
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Authors
The writers behind this newsletter.
Macrovisor is a financial research group focused on analyzing markets and the economy from the top down: from macro-to-micro. Our goal is to break down complex subjects and find the actionable opportunities within a changing world.
Mother | There’s always a story behind the numbers! | 22 yrs in Finance & Investments | Macro Insights | Not Investment Advice |
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