My thoughts on global macro, micro, and everything in between
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 269 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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paulomacro.substack.comLatest Issues
Ramblings & Ruminations: Instability, Soft Patch Bonds, New Trade Idea
Correlation & Dispersion Remain Top of Mind As Vol Decompresses
A few thoughts on:
When Things Diverge
Subtle Shift Under the Covers
This is not new to long-time readers, but one set of divergences I look for to suggest that the tone for Risk overall may be changing is to look for divergences among major indices or key names. If you scroll...
Fly on the Wall with Shrub & Cloudbear
The Hard Trade... 26 Aug 2026
There are some trades that make you want to throw up doing them.
Do The Hard Trade
Sometimes the trades that make you want to throw up are the best trades
If there are two trades that exemplify a state of the world that is most anathema to the Cartoon we live in, it’s owning bitcoin or bonds. Maybe it’s because they are...
Ramblings & Ruminations: Bessent Observation, Momentum Hurting Again, and More
Other Loose Thoughts
Some observations on Bessent’s buybacks, how this ties into Momentum, and more.
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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.
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