Practical, jargon-free description of what is going on in international affairs and financial markets from the Founder and Chief Investment Officer of a global macro hedge fund, Kate Capital. And the price is right...free.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 423 | Founded | 6 years ago | Last Issue | 9 days ago |
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paulpodolsky.substack.comLatest Issues
Storm Systems
Not investment advice.
We are in the early stages of a turbulent storm system with three vectors.
The primary force is liquidity tightening amid an increase in issuance. The evidence is:
- central bank rate hikes (so far there...
War and AI Are Cuspy
Not investment advice.
Cuspy is trader talk for “on the cusp,” meaning a small shift in the dynamic can violently shift prices. Today this applies to the war and AI.
The war is obvious. The awful attack in Saudi Arabia, in addition...
Exporting A Higher Cost of Capital
Not investment advice.
“The love of money as a possession — as distinguished from the love of money as a means to the enjoyments and realities of life — will be recognized for what it is, a somewhat disgusting morbidity…”. -Keynes,...
Cracks Form
Not investment advice.
A lot of small things are adding up to a potentially big thing—the mighty, seemingly indestructible US equity market is beginning to show fissures, even while it hit yearly highs early this week.
Here are th...
What We Know
Not investment advice.
I am traveling today, so a brief note.
We know oil is not flowing as much as it once was, demand is relatively price-insensitive, and the real price of oil is still low, as you can see below, well below the p...
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I write. I invest. More about me on paulpodolsky.com.
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