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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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.