My thoughts on global macro, micro, and everything in between
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 264 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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paulomacro.substack.comLatest Issues
Fly on the Wall with Shrub & Cloudbear
"Mum-ification," the Yen/Bonds/Oil Confluence, a Special Situation, and More -- 10 Aug 2026
Before heading out on a break, I had to talk to my BFF Le Shrub about his latest writeup The Greatest Regime Shift of our Generation to discuss the...
The Event Horizon Meets 'Narrowing In'
When Do Relationships Extend So Far That They Are Broken?
Before heading out for a family holiday, I have been thinking about broader US macro, and also wanted to share some market relationships that are striking me as very unusual…think r...
Pick Your Fighter: Precious Metals vs. Copper
When Positioning & Sentiment Becomes 90% of the Game
I have been asked by several readers for my thoughts on gold, precious metals, and copper. I hinted at some inclinations Ramblings & Ruminations Mid-Year Review where I discussed my conc...
BoJ gets FX vol off the sideline and into the game, + Oil, Warsh, and Important Credit Comment
30 July 2026
So much in the past 24 hrs it’s been hard to focus. In lieu of the opening thread…
The Second Mouse Gets the Cheese
Oil Positioning Suggests Investors Running Scared of Trump
There are rare trades out there that I call “The Second Mouse Gets the Cheese.” These trades involve a second chance into a big move. The fundamental picture remains the same or ev...
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Authors
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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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