PauloMacro

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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.

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PauloMacro’s Substack

By PauloMacro

My thoughts on global macro, micro, and everything in between

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PauloMacro

11h

PauloMacro’s Substack

Trading the Rollover Syndrome: How I Think About Shortselling

PauloMacro

14h

PauloMacro’s Substack

Quick Note on an Oil Trade

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PauloMacro

Feb 26

PauloMacro’s Substack Podcast

Fly on the Wall with Shrub & Cloudbear - 26 Feb 2025

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