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Artwork for PauloMacro’s Substack

PauloMacro’s Substack

PauloMacro, Le Shrub, BR Kelleran

My thoughts on global macro, micro, and everything in between

Platform
Substack
PricingOnly paid issuesPublishesDaily
Issues73SubscribersRead paulomacro.substack.com

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Chart Rankings

How this newsletter ranks in the official Substack charts.

#103
Substack
/Finance(Free)
#16
Substack
/Finance(Paid)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

China's Stimulus Implications

China’s Bazooka should touch off rotations with notable consequences for markets. I review my thoughts on US long bonds, FX, Equities, Oil, Gold, and Copper.

2 months ago
65
10
Paid

Appearance on the Jacob Shapiro Podcast

Hi everyone, I had the pleasure to catch up with my buddy Jacob Shapiro on his podcast last week on Tuesday September 17th (the day before the Fed and its aftermath). It reviews some of my thoughts on macro, the US elections, oil, grains, C...

2 months ago
12
1
Paid

Fly on the Wall with Shrub & Cloudbear - 17 Sept 2024

The Fed - Long Live the Rate Cuts and King Powell

2 months ago
26
1
Paid

The Casino is so Back, Seasonality Revisited, Fed & Growth Scare, and Yes — Oil Made History

The Casino is So Back, Seasonality Revisited, The Fed Cuts into a Growth Scare, & Oil Made History

2 months ago
48
3
Paid

Authors

The writers behind this newsletter.

  • PauloMacro

    Speculation is the search for truth in price and time. Operator in global markets for 20+ years. Trying to see around corners while minimizing mistakes. These are my ramblings.

  • BR Kelleran

    Investor, speculator, and occasional degenerate gambler in the markets. CPA and recovering Big 4 auditor.

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