
Demystifying The Macro Universe With An Unbiased View!
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 255 | Founded | 4 years ago | Last Issue | 11 days ago |
| Active | |||||

2026 is turning out to be a year of bubbles!
2026 is turning out to be a year of bubbles!
As We Approach OpenAI/Anthropic IPO, AI Labs Are Tightening The Screws!
Given the equity price action in recent weeks, you will be astonished by today’s title.
Xi Jinping Draws The Red Line As Global Bond Market Implodes!
“Can China and the United States transcend the so-called ‘Thucydides Trap’ and forge a new paradigm for major-power relations”- Xi Jinping, 14th May, 2026.
One Sector Continues to Suck The Global Liquidity!
We are witnessing unprecedented price action across global cross-asset markets, with liquidity flowing towards a particular “asset” class as the corporate world spends trillions of dollars...
Equity market bears had to run for cover as we saw a stealth rally led by the semiconductor names.
Countries with exposure to these names (South Korea, Taiwan, Japan and the US) have outperformed since the March lows.
Marquee Finance by...
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The writers behind this newsletter.
A passionate macro and a bottom up investor since the last 13 years!
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