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Macrowise Newsletter

Guillermo Valencia

Investing in the Digital Renaissance

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues292SubscribersRead macrowise.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Trump Is Right. For All the Wrong Reasons.

In September 1903, a 70-year-old Panamanian doctor named Manuel Amador Guerrero took a train to New York and checked into the Waldorf-Astoria hotel.

7 hours ago
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1

Apple: The Cross-Pollinator — Why the Most Valuable Company in the World Has Dragonfly DNA

In 1972, a 17-year-old dropped out of Reed College. No money. No plan. He hung around campus, sleeping on friends’ floors and returning Coca-Cola bottles for the 5-cent deposit to buy food.

35 hours ago
7
4

Costco Does Everything Wrong (And Wins)

There’s a company that breaks every rule.

8 days ago
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4

Why Companies Die — And the One Metric That Predicts It

After years of studying markets with Jim Leitner, we arrived at a conclusion that upends modern portfolio theory:

15 days ago
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Authors

The writers behind this newsletter.

  • Guillermo Valencia

    Co-founder Macrowise ,global macro, passionate for technology.

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