Meet Alessandro →

Insights

Macro analysis,
published in the open

Free to read, indexed since 2022

Research notes published

Archive

Browse by topic

1 page for each macro subject that keeps coming back, with every note ever written on it gathered underneath. Start where your question is.

Latest Macro Oct 2026

[BROKEN] The link that held markets together just snapped

Oil down, yields up, 2 days in a row. The bond market knows something

Read →

Keep reading

Get the weekly note by email

The same analysis, delivered every week. Free, to 55,000+ investors.

Subscribe free →