Paulo @PauloMacrox

Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at paulomacro.substack.com Joined April 2012

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Paulo Macro @PauloMacro

4 years ago

Nothing I say should be construed as investment advice. I do not know your circumstance and so please treat my tweets as nothing more than what my thoughts are & what I’m doing with my own money. Please do your own work and consult your own financial advisor.

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Paulo Macro @PauloMacro

2 months ago

If you wanna talk scary, check out Jpn 10y10y... "off the grid" This is what happens when bond mkt loses confidence in the long-term

Yet another commodity guy @tleilax___

2 months ago

This is starting to look like the Big One.

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Paulo Macro @PauloMacro

2 months ago

New post up on the blog... Mark to Myth Goes Public: Private Equity Invented the Playbook. Hyperscalers Now Run It. Link in bio, or click below. Hope everyone has a nice weekend! substackfwd.xyz/?url=https://p…

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Paulo Macro @PauloMacro

2 months ago

Figured while all the dancing is going on, it might be worth mentioning that Micron is now the largest constituent in the Russell 1000 Value index, just ahead of Berkshire Hathaway. That's it. That's the tweet.

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Paulo Macro @PauloMacro

2 months ago

WSJ giving NACHO to Krugman of all people is so beyond screwed up. Also heard the RenMac guys using NACHO as their own on their pod. At least give the Shrub his credit people…

Le Shrub🌳 @agnostoxxx

4 months ago

Trump pausing the "period of energy plant destruction" in Iran by 10 days is NOT a TACO, but more of a NACHO: Not Actually Changing Hormuz Opening

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Paulo Macro @PauloMacro

2 months ago

Gonna really resonate in November… H/t Mark for the meme (almost too easy 😂)

Acyn @Acyn

2 months ago

Trump on Iran War: Reporter: What extent are Americans’ financial situation motivating you to make a deal? Trump: Not even a little bit. I don't think about Americans’ financial situation

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Paulo Macro @PauloMacro

2 months ago

On this day, exactly one month ago. I ’member… those were good times

Paulo Macro @PauloMacro

3 months ago

From ‘we don’t need the straits’ to ‘go in and take the oil’ to ‘it will open naturally’ to ‘we blockade you, you don’t blockade us’ Hard to believe how many people are blindly long risk into the teeth of the biggest energy crisis that’s already baked in the cake for anyone

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Paulo Macro @PauloMacro

2 months ago

“Because it has to”… right?

Brian Sozzi @BrianSozzi

2 months ago

JP Morgan on oil prices/Strait of Hormuz: "A core assumption of our framework is that the accelerating pace of oil inventory depletion will ultimately force the reopening of the Strait of Hormuz, one way or another. Our base case envisions the Strait reopens in June—anchored on