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Alpha Letter
Dear Subscribers, Over the past year I have thoroughly enjoyed writing about markets and the U.S. economic recovery. The conversations have been great…
The Macro Mail
Oct 13, 2021
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Alpha Letter
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What The Hell Is Bitcoin?
Taking a look from first principles
The Macro Mail
Jun 1, 2021
1
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What The Hell Is Bitcoin?
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Tech Update: Google’s Conference Goes Virtual, a Direct Listing Struggles, and an Unusual IPO
Discussing Google’s Tech Conference, Squarespace’s Direct Listing, and Jahez’s Upcoming IPO
The Macro Mail
May 25, 2021
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Tech Update: Google’s Conference Goes Virtual, a Direct Listing Struggles, and an Unusual IPO
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Macro Update: Inflation Hits Consumer Confidence
Looking at Consumer Sentiment, Housing Data and U.S. Mobility
The Macro Mail
May 18, 2021
2
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Macro Update: Inflation Hits Consumer Confidence
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Tech Update: Hackers, Pirates, and Delivery Drivers
Welcome to The Macro Mail’s Tech Newsletter. Since our last tech mail, a lot has happened - today’s newsletter discusses the cyberattacks on the…
The Macro Mail
May 11, 2021
2
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Tech Update: Hackers, Pirates, and Delivery Drivers
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Commodities: An Overview
Not all that glitters is gold
The Macro Mail
May 4, 2021
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Commodities: An Overview
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Tech Update: NASA's Ingenuity, New Delivery Bots Arriving
Welcome to The Macro Mail’s Tech Newsletter. Since our last tech mail, a lot has happened - today’s newsletter discusses artificial intelligence…
The Macro Mail
Apr 27, 2021
1
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Tech Update: NASA's Ingenuity, New Delivery Bots Arriving
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The Great Inflation Debate
Will we see inflation, and how long will it last?
The Macro Mail
Apr 20, 2021
6
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The Great Inflation Debate
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Tech Update: LG Drops out of Smartphone Race
Welcome to The Macro Mail’s Tech Newsletter. Since our last tech mail, a lot has happened - today’s newsletter discusses LG’s smartphone business…
The Macro Mail
Apr 13, 2021
2
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Tech Update: LG Drops out of Smartphone Race
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Macro Update: Biden's Infrastructure Plan
Our last Macro Update discussed rising consumer sentiment, mobility trends and the slowing housing sector. This week’s Macro Update breaks down Biden’s…
The Macro Mail
Apr 6, 2021
4
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Macro Update: Biden's Infrastructure Plan
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Tech Update: Microsoft's Social Media Bet
Welcome to The Macro Mail’s Tech Newsletter. Since our last tech mail, a lot has happened - today’s newsletter discusses Microsoft’s $10bn purchase…
The Macro Mail
Mar 30, 2021
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Tech Update: Microsoft's Social Media Bet
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Macro Update: Consumer Sentiment On The Rise
This week’s newsletter discusses rising consumer sentiment, improving mobility trends and the slowing housing sector. Subscribe now to never miss an…
The Macro Mail
Mar 23, 2021
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Macro Update: Consumer Sentiment On The Rise
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