Economist (PhD). I model macro-econ/financial phenomena into human behavior dynamics. Mapping the structural mechanics of relationships so you don't have to
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
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| Issues | 100 | Founded | a year ago | Last Issue | 10 days ago |
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mondayswifeclub.substack.comLatest Issues
What the Model Missed Series (MAY): The Model Is Not Broken. It Is Just Missing the Human.
For thirty days, I read one quantitative paper every day and wrote one note about what it found and what it missed. You probably have seen it like this, or completely ignored it. The title should be “the research paper notes no-one reads.”...
The Economics of The Face and the People Who Thought I Don't Need It
I have been on Substack for about a year now, and I thought: why not finally talk about my journey here, the people I met and the lessons I learned along the way. But who am I without writing about the economics of it? This post is dedicate...
The TANK and HANK, The Fed's Favorite Couple
Disclaimer: In the original heterogeneous agent literature, TANK and HANK are gender-neutral frameworks. Bilbiie (2008) defines the constrained agent as any household facing a binding borrowing limit, regardless of who heads it. Kaplan, Mol...
The Jevons Trap: Why AI Efficiency is Expanding the Need for Human Labor
Today is Friday, May 1, 2026, International Labour Day.
The date was designated in 1889 to honor workers who fought for the right to claim a share of the value their labor produces. In 2026, that fight has moved from the factory floor to...
The Quantum Market and The Collapse of Economic Probability
A recent piece by observed that UK mortgage rates moved before the Bank of England changed its policy rate, that gilt yields repriced at 4.7% not in response to a decision but in anticipation of one, and that by the time an official rate c...
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Authors
The writers behind this newsletter.
Research Economist (PhD) Modeling the intersection of macro-finance and human behavioral dynamics
Casual observations on the passing scene …
30 years of experience in the financial industry. PhD in 'Currency Forecasting with Neural Networks'. My mission is to curate and present affordable macro content for investors. Please also visit https://ggma-app.com/ .
research on energy, macroeconomics, and geopolitics.
Weekly financial planning insights to help you build wealth with total clarity. Break bad money habits & ignore the noise. Make smarter, sharper decisions with your capital. 25 years in the advisor's seat (former CFP). Join us!
Where narrative collides with physical reality. Macro, geopolitical, and structural intelligence for smart money operating ahead of consensus.
Tracking biotech & Banking acquisition targets Featuring acquisition targets with detailed analysis M&A probability signals and catalysts Valuation insight and deal timing estimates Big pharma strategy patterns "NOT Pro Advice"
China as a System offers a new framework for understanding China, industrial power, state capacity, tech diffusion, capital flows, and global order. Former managing director at a global investment bank and a leading Chinese economic institute
Ex–Morgan Stanley & JP Morgan | Hedge Fund Vet | Now Teaching the Next Gen 20+ years in global markets. Equity trading. Hedge funds. Been there, done that. Creator of Learning.Investing.Thriving: Finance Made Simple.
Young writer focused on history and literature. Author of A Leaf of Thoughts and A Drift of Thoughts. This space continues a practice of close reading, exploring not just stories, but the ideas and human questions within them.
Systematic research on retail FX positioning. 1.9M hourly observations. 28 pairs. 12 years. We provide context. Markets decide.
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