My thoughts on global macro, micro, and everything in between
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 251 | Founded | 2 years ago | Last Issue | 11 days ago |
| Active | |||||
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paulomacro.substack.comLatest Issues
Equity Funding is Becoming an Issue
When "Making Room" Goes Market Wide
Last weekend in The Most Convex Trade of My Career, I wrote:
The Most Convex Trade of My Career
Oh no, not another energy note...
Back from a few days off and found myself wondering “what the heck did you all do to these markets while I was away??” Once again, I planned to write a comprehensive note, but the oil section here got long...
Updated Thoughts on Oil with Charts
Fri 21 May 2026
A lot of charts today and some thoughts to flesh out that would make Friday’s chat opener a bit too long, so here goes…
Mark to Myth Goes Public
Private Equity Invented the Playbook. Hyperscalers Now Run It.
It is no secret that tech is not my primary lane. I am no Tech Bro. My buddy Le Shrub calls us “Doomer Boomers,” and the moniker fits for good reason. Still, if the idea of ma...
When Trends Go From Seemingly Linear to Exponential
A Detailed Review on Oil and the Setup As It Stands Today
I want to start today’s note with a comment about exponential growth — a concept with which investors are familiar, but which human beings have a natural biological limitation in fu...
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Authors
The writers behind this newsletter.
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.
Mechanical engineer. Hydraulic Specialist. Energy Analyst.
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