
Exploring the world of macro through a practical and philosophical lens. The posts scan current macro narratives and aim to help educate readers on various subjects in a simple-to-read style.
| Platform | Pricing | Only paid issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 649 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||

On the Road / Macro Framework / New PA-GlobalMacro tools
I have put together some thoughts over the past few days on my new inkpad, which I very much like. I used to write a lot of notes, but they were in different books, and I would lose...
Anti-AI / Weekly Calendar / Dashboard Scan / Asset Allocation Update
I hope you are all having a fantastic weekend. The heatwave is finally nearing its end over here, and it's weird, but I am looking forward to some cooler days ahead. I am...
What is Gold telling us?
May is coming to a close. Much of the macro action was seen in government bonds, with yields reaching new highs before reversing back close to where they started the month. Stocks are still powering higher, fueled...
Equities are replaying 1998. Rates and the Dollar are not (yet)
Analogues are a roadmap, not a prophecy. History doesn’t repeat. It mumbles, and if you’ve been at this long enough, you start to recognise the tune.
Hot Macro Views / Calendar / Dashboard Stories / Asset Allocation Update
Monday Thoughts
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The writers behind this newsletter.
Macro Investor and Observer. Creator of Paper Alfa - Macro & More. Life-long learner. My views only. Crystallising paper gains & losses for decades.
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