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Update on Platinum
A Dornbusch Moment
Jan 14
•
PauloMacro
69
5
5
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The Fed, Nickel, Oil, and Uranium Updates
12 Jan 2026 Thread Opener
Jan 12
•
PauloMacro
37
5
1
Uranium Move Higher May Be Imminent
Where there's smoke...
Jan 10
•
PauloMacro
81
20
4
Quick Oil Charts
Positioning & Sentiment are ripe
Jan 8
•
PauloMacro
38
5
1
Rotation, Japan, and Precious Metals
7 Jan 2026 Thread Opener
Jan 7
•
PauloMacro
43
2
Metals, NatGas, and Is Anyone Watching Japan
5 Jan 2026 Thread Opener
Jan 5
•
PauloMacro
52
6
Loose Thoughts to Wrap Up 2025
Today's discussion... 1) Appearance on the Market Huddle 2) Natural Gas 3) Metals and Upcoming Catalysts 4) Nickel update 5) Economic Inflections and…
Dec 30, 2025
•
PauloMacro
77
16
4
An Emerging Credit Risk with Contagion Potential
When Managers Need to Make Room
Dec 19, 2025
•
PauloMacro
61
1
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PauloMacro’s Substack
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