Archive - PauloMacro’s Substack

June 2025

Fly on the Wall with Shrub & Cloudbear — 27 June 2025

Platinum, copper, Golden Age of Grift, Equities, and more!

Jun 27 •

and

44:48

Copper Went Invisible and Has My Attention Again

Odd Games Are Afoot... Why I am buying more

Jun 25 •

My Outlook for Equities in 2H and Beyond

It’s been a little while since my last comprehensive outlook.

Jun 24 •

Happy Solstice Day -- Fri 20 June 2025

Jun 20 •

Quick Initial Reaction to Israeli Attacks

Escalate to Deescalate May Be Past, Not Future

Jun 13 •

Conversation on Oil, Equities, Bonds, Precious Metals, and more with KontrarianKorner

This Tuesday I had a chat with my buddy BR Kelleran that reached far across a variety of subjects.

Jun 12 •

and

1:27:45

A Ferg, A Pinecone, and a Cloudbear Having a Chat

Market Outlooks and much more

Jun 8 •

1:21:16

A quick thought on bond yields and recession fears

Possible Misdirection?

Jun 5 •

May 2025

It's All Relative

Looking at Mag7 through a different lens

May 30 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts