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PauloMacro’s Substack

About the Substack

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

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  • Access to all full-length published articles and archives
  • Substack discussion channel for shorter posts and comments

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About PauloMacro

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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