Grisa s Substack
MarcoEconomics, finance and geopolitical developments are all interconncted, We Will write about that plus a lot of themes from our investment ideas and what we do with our clients money
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 342 | Subscribers | Read | macrogrisa.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Strategic Analysis: Navigating the Tense Equilibrium of the Global Oil Market
While headline numbers suggest a surplus, a deeper examination reveals significant production constraints
Half-Trillion-Dollar AI Bet: Why US Stock Fundamentals Are Clashing with Tactical Mania and 'Shitty ROI CapEx'
The current market landscape is characterized by a series of powerful, often conflicting, narratives. In the United States, a potent bull case for equities persists
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Authors
The writers behind this newsletter.
I have always been studying and improving my knowledge. My passions are History, geopolitica,economy, Financial Markets, art, rock and football....
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