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Paulo Macro
@PauloMacro
Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at paulomacro.substack.com
Joined May 2013
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  • Pinned
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    Paulo Macro
    @PauloMacro
    Mar 31, 2022
    Nothing I say should be construed as investment advice. I do not know your circumstance and so please treat my tweets as nothing more than what my thoughts are & what I’m doing with my own money. Please do your own work and consult your own financial advisor.
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    Paulo Macro
    @PauloMacro
    Apr 3, 2025
    Omfg am ded. They had 3 months to prepare and basically night before asked ChatGPT
    427K
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    Paulo Macro
    @PauloMacro
    Sep 26, 2022
    Friends this is one of those weeks where decades happen.
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    Paulo Macro
    @PauloMacro
    Apr 9, 2022
    Prediction: what is happening in Shanghai is about to go from being the most underreported story in the world to the focus of the world’s attention.
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    Paulo Macro
    @PauloMacro
    Jul 10, 2025
    A buddy of mine just flagged to me that NVDA mkt cap is 3.7% of GLOBAL GDP. That’s it. That’s the tweet.
    368K
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    Paulo Macro
    @PauloMacro
    Nov 24, 2024
    This interview is so disturbing on so many levels. When Sam Bankman-Fried was interviewed on Bloomberg, at least Matt Levine was intelligent enough to call it out and say “it sounds like you are telling us you are in the ponzi busines, and business is good.” Sorkin swallows
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    Bitcoin News ⚡️
    @BitcoinNews2905
    Nov 22, 2024
    Michael @saylor with @SquawkCNBC. #Bitcoin
    00:00
    1.3M
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    Paulo Macro
    @PauloMacro
    May 10, 2025
    Guys this is full blown war and nobody fuking cares
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    Clash Report
    @clashreport
    May 10, 2025
    OFFICIAL VIDEO: Pakistan launches Operation Bunyan ul Marsoos against India in retaliation for India’s unprovoked aggression, targeting key military positions. Pakistan also used ballistic missiles.
    00:00
    477K
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    Paulo Macro
    @PauloMacro
    Apr 23, 2025
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    Financial Times
    @FT
    Apr 23, 2025
    Trump to exempt carmakers from some US tariffs on.ft.com/3RzBAxD
    232K
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    Paulo Macro
    @PauloMacro
    Nov 10, 2022
    I’m sorry but someone please tell me this isn’t fuking real.
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    Paulo Macro
    @PauloMacro
    Nov 11, 2025
    I’m not trying to wade in with a political statement — I’m honestly asking this with no sarcasm, as one with an understanding for the last forty years of what has been perverted for the middle class and mobility, and an affinity for what was supposed to happen here. I always
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    unusual_whales
    @unusual_whales
    Nov 11, 2025
    Trump shows Laura Ingraham the new White House with gold finishes: “You can’t imitate gold… this is not Home Depot stuff.”
    00:00
    690K
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    Paulo Macro
    @PauloMacro
    Mar 13, 2023
    A lot of people weren’t there in 2008 or otherwise forget or misremember, but the Fed caught a lot of shit for Bear Stearns because they guaranteed $30bln of the worst pile of MBS sht you can imagine in exchange for JPM $2/sh bid — the BSC Madison Ave HQ alone was worth more. 1/8
    1.4M
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    Paulo Macro
    @PauloMacro
    Oct 9, 2022
    “A portfolio manager at one of Germany’s largest insurance companies said, “It’s a global margin call. I hope we survive.” JFC.
    Global margin call hits European debt markets - Asia Times
    From asiatimes.com
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    Paulo Macro
    @PauloMacro
    Aug 4, 2022
    The first countertrend rally in The Bear always take us to a max stupid point. It becomes an echo of the prior top. Cloudbear calls this the All Clear Echo. 🧵 Spoiler - This is why you are seeing HKD happen 18mths after GME/Spac madness. 1/15
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    Paulo Macro
    @PauloMacro
    Jan 15, 2023
    China is beginning to export inflation to the rest of the world in the worst possible ways, after 20yrs of exporting deflation.
    813K