Reletter
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Newral’s Substack

Newral
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Substack
PricingFreemiumPublishesWeekly
Issues16Founded2 years agoLast Issuea year ago
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Artwork for Newral’s Substack

Latest Issues

Winding down

As everyone is winding down to close to year, we wanted to share that we are also at the very least pausing our Substack. The reality is that we have very demanding full time jobs and it’s been a stretch to provide the quality we want and t...

a year ago
2

Safe assets in an uncertain world

An article about safe assets and portfolio diversifiers

What constitutes a "safe asset" these days? In a world of increased uncertainty - from geopolitical tensions to technological disruption - the question of what constitutes a truly "sa...

a year ago
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2025: What We Have Learned from the Outlooks of the Street

In this article, we compare and contrast Wall Street asset outlooks for next year, and add whether we agree with them or not.

As we peer into 2025, most sell side research houses have published their economic and cross market outlooks. To...

a year ago
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A New Chapter Unfolds

No need to fight a market transition, but looking for cheap protection makes sense.

Picture this: For the past year, many investors huddled in defensive positions, fretting about "higher for longer" rates and recession risks. Yet, cross-as...

2 years ago
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US election and multi-asset implications

The US election is past and with it, a large part of immediately looming uncertainty has evaporated.

The US election is past and with it, a large part of immediately looming uncertainty has evaporated. Going into the election, a key concer...

2 years ago
1
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  • Frequently Asked Questions

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