The Macro Geek

Unsolicited views on macro trends

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"The Macro Geek" is a long form newsletter where I write on themes in finance, business trends, and political economy. The sheer amount of news these days is frankly exhausting, and this is my attempt at structuring my thoughts and soothing my dark and troubled soul. Each essay is bit of a deep-dive but also exploratory. I try to approximate the rigor of Investment Research but with a liberal sprinkling of Gonzo.