My thoughts on global macro, micro, and everything in between
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 248 | Founded | 2 years ago | Last Issue | 11 days ago |
| Active | |||||
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paulomacro.substack.comLatest Issues
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...
Fly on the Wall with Shrub & Cloudbear: Special Guest Oil Expert Tim Dallinger
Monday 4 May 2026
Good afternoon all!
Housekeeping: Price Increase for New Subscribers Only
Hope everyone is enjoying a nice weekend.
A brief note to give free/preview subscribers a heads up, and a message to existing subs. As of this Wednesday May 6th, in honor of the 2010 Flash Crash, I am taking up prices for new subscriptions...
JGBs, USD/JPY, US 10Yr, and Volatility
Mon 27 April 2026
While the AI vs Oil battle continues to control the market’s narrative, I found myself thinking about Japan this morning.
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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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