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WealthVest Macro

WealthVest, Craig Shapiro, David Cervantes, Tim Pierotti, Drew Dokken

WealthVest Macro provides insight on macroeconomic developments and dive deep into the issues facing the United States economy.

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues268SubscribersRead wealthvest.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Season 10 Episode 40 of WealthVest: The Weekly Bull&Bear is now available.

S10E40 of WealthVest: The Weekly Bull&Bear is now available.

17 days ago
0
0

‘Tis the Season for Forecasting Folly

This week, I saw the first of what will be dozens of 2026 S&P forecasts from Wall Street Investment Banks. Let me save you some time from reading any of these because they will virtually all say the same thing. Here is the quick summary gen...

17 days ago
2
0

The Good and the Bad of a Third Fed Mandate

There is an old saying that I remember from my early days on Wall Street that “Only Fed Chairs who defeat inflation go to Heaven”. Given Chair Powell has allowed inflation to run above the 2% target for over four years, I’m not confident ab...

24 days ago
0
0

WealthVest: The Weekly Bull&Bear S10E39 is available.

S10E39 of WealthVest: The Weekly Bull&Bear is now available.

25 days ago
0
0

Authors

The writers behind this newsletter.

  • WealthVest

    WealthVest Macro: Navigate Uncertainty Concise messaging about the macro-economic trends and topics influencing the markets, interest rates and the economy. The goal isn’t more opinions—it’s clearer understanding

  • Craig Shapiro

    The Alethea Narrative is run by Craig Shapiro, a Cross Asset Macro Portfolio Manager with 20+ years experience combining bottoms up industry and company fundamental analysis with a top down macro framework.

  • David Cervantes

    Policy - Driven Profit Strategist

  • Tim Pierotti

    Tim Pierotti is WealthVest’s CIO - Nearly 30 years of experience - equities/macro -Former Head of Consumer Research and PM at The Galleon Group, which was an $8Bln Long/Short hedge fund. Graduate of Boston College - Summit NJ.

  • Drew Dokken

    Drew completed his master's in international business at Hult University in San Francisco in 2016. He has been with the Wealth Vest Marketing department for eight years.

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