My thoughts on global macro, micro, and everything in between
Platform | Substack | Pricing | Only paid issues | Publishes | Daily |
---|---|---|---|---|---|
Issues | 73 | Subscribers | Read | paulomacro.substack.com |
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Recent posts by this newsletter. Browse the email archive.
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.
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...
The Fed - Long Live the Rate Cuts and King Powell
The Casino is So Back, Seasonality Revisited, The Fed Cuts into a Growth Scare, & Oil Made History
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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.
Investor, speculator, and occasional degenerate gambler in the markets. CPA and recovering Big 4 auditor.
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