PauloMacro’s Substack

PauloMacro’s Substack

Loose Thoughts Part 2

On Equity Manager Career Risk Into Year End

PauloMacro's avatar
PauloMacro
Sep 17, 2025
∙ Paid

Another loose thought I mentioned on chat last night as something bugging me this week. Apologies I meant to include this in this morning’s note, but it felt important enough to write up here briefly.

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