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Reminiscences of a Shrub Operator

Le Shrub, PauloMacro

A live book on Investing

Platform
Substack
PricingFreemium
PublishesTwice weeklyIssues194
SubscribersRead shrubstack.com

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#76
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/Finance(Free)
#10
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/Finance(Paid)

Latest Issues

Recent posts by this newsletter. Browse the email archive.

The End of American Exceptionalism?

"What If?"....

2 months ago
126
21
Paid

Fly on the Wall with Shrub & Cloudbear

It’s been a while, but what a great time to catch up with my bff Paulo and discuss why “Nvidia must die”, his “Rollover Syndrome” and, of course, Brazil!

2 months ago
62
5
Paid

NVIDIA MUST DIE!

Remember Javons Paradox?

2 months ago
104
13
Paid

Brazil, "Bro Hugs", Uno Reverse Cards, Meme Tops & Blood Sacrifices

We had “Long Brazil” as a “Trade for 2025”. EWZ, the Brazil ETF, is now +16% YTD.

2 months ago
164
6

Authors

The writers behind this newsletter.

  • PauloMacro

    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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