PauloMacro’s Substack

This is the home of my thoughts on global macro and financial markets. I have over 20 years of combined sellside and buyside experience, and my passion lies in trying to solve the unsolvable market puzzle as an independent practitioner and, now, a writer. This blog serves as a diary, a forum to meet interesting people, and an environment to test and exchange ideas and gather feedback.

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My thoughts on global macro, micro, and everything in between

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