The Macro and Equity Notes
The Macro & Equity PulseProviding in-depth research & knowledge on equities and macroeconomic developments.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 5 | Subscribers | Read | themacroandequitynotes.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The beginning of the Infrastructure Supercylce
Stabilizing interest rates and the resilience of the global economy reinforce the case for high-quality, long-duration assets that generate steady revenues and attractive risk-adjusted returns. Aritifical intelligence and data sovereignty a...
Broader Market classification and new developments at APH
I’d like to begin this post with a few macroeconomic observations. We currently find ourselves in a Goldilocks environment, characterized by steady economic growth and moderating inflation, a setting that is generally favorable for risk ass...
Amphenol: A Quiet Enabler of the Electrification World
Amphenol Corporation ($APH) is one of those companies that is unknown but its products are everywhere. The company designs and manufactures connectors, cable assemblies, and sensors that ensure the reliable flow of power, signal, and data. ...
Arista Networks (ANET): A Structural Winner in AI Data Center Networking
As artificial intelligence continues to scale at an unprecedented pace, the focus of investors has largely remained on compute providers and GPU manufacturers. However, one of the most critical and often underestimated bottlenecks in AI inf...
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Authors
The writers behind this newsletter.
Finance student providing macroeconomic and stock analysis, with the mission of sharing research-driven insights on equities and macroeconomic developments. For educational purposes only. Former Head at Piggy Bank. With a touch of satire
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