sure, i don't take issue with anyone responsibly sharing the work, but its important that paid subscribers are respected. where will it be shared/posted?
I’m 16 y/o from the UK, & i’ll be subscribing (!), i understand the foundation in some of what you’re saying, but i can never grasp it to its full extent. How do i understand what you’re saying more? Where do i go to learn this sort of stuff?
kudos to you for getting started at a young age...i can't tell you what i was doing when i was 16yrs old. my best advice is to read my posts, ask questions and above all be intellectually curious and study markets your own way. get your hands on data and ask questions of it. there is no right or wrong way, only the way that satisfies your risk tolerance and produces positive results.
The only twitter, substack etc that I pay for. You and fxmacroguy the two best imo. And I say that as a former IB MM so I have a small idea of what to look for! But I love the clarity. I was always secretly thinking how much longer we could get away with this freebie!!
Hi Mr Blonde. I´m interested in subscribing your blog, but I´m new to investing and have sometimes difficulties in understanding everything you are covering in your blog. Would you sometimes make educational blogs where you explain at what specific metrics you are paying attention and why they matter?
sure, that would make for relevant content. i would also encourage you to ask questions in the comment section. if you review prior notes i think you will find that i’m very responsive and descriptive in my responses.
Tony- annual payment is an option by default from substack. it is the same as the monthly rate in this case. so you can use that. in the event that life pulls me away from writing here, for whatever reason, i will refund the remaining portion of your annual subscription based on months used to date. make sense? deal?
thank you for the support mohan. no you haven’t missed anything here yet. my style is to write something when it have something to say which is approx weekly…sometimes more sometimes less. but hopefully all of the posts are insightful and at times offer long lasting observations/studies
I receive plenty of sell-side and buy-side research. Your posts are the only publications I never miss - institutional quality, differentiated, and actionable. It is amazing this Substack was free. $30/month is fair and you should be paid for your work. I currently do not pay out-of-pocket for any investment research, so I have to overcome the inertia of not personally paying for content. However, given everything I've mentioned - definitely leaning towards subscribing.
wow, thank you for the feedback and breaking from tradition to compensate me for my insight. really appreciate the support and challenge to keep you on board
Subscribed with pleasure. Value add to my P&L has covered my subscription multiple times over. Think this is great product, stacks up v well to the institutional product i get from the bulge firms.
Count me in! Out of all the stuff I read, your newsletter is an absolute must. I also don't think $30 is too much to ask given most people (even with smaller accounts) will pay more (i.e. lose more) on bad trades that could have been avoided by reading your thoughts.
In terms of the trade ideas that you sometimes include, I would really appreciate if you could continue including ETFs because I don't trade options or futures. For example the XLU suggestion in your previous newsletter was very much appreciated as an alternative to an outright Long SPY.
thank you for the feedback and support XP. while i understand $30/mo is not for everyone, i fully agree on the cost/benefit analysis you outlined. will absolutely continue to highlight ETFs and/or small groups of stocks where relevant to a theme and where i think the basis risk to the core view is relatively low.
Love your content Mr Blonde, would you be open to allowing us to share components of it with our 60k + audience as well?
sure, i don't take issue with anyone responsibly sharing the work, but its important that paid subscribers are respected. where will it be shared/posted?
Absolutely, perhaps we can chat about the specifics and how best to respect your paid readers. Where would be best to contact you directly?
I’m 16 y/o from the UK, & i’ll be subscribing (!), i understand the foundation in some of what you’re saying, but i can never grasp it to its full extent. How do i understand what you’re saying more? Where do i go to learn this sort of stuff?
kudos to you for getting started at a young age...i can't tell you what i was doing when i was 16yrs old. my best advice is to read my posts, ask questions and above all be intellectually curious and study markets your own way. get your hands on data and ask questions of it. there is no right or wrong way, only the way that satisfies your risk tolerance and produces positive results.
how do you recommend i get my hands on data rather than 1) creating my own 2) paying for something like factset/blg terminal
determination. here are three sources with alot of data over a long period of time.
http://www.econ.yale.edu/~shiller/data.htm
https://mba.tuck.dartmouth.edu/pages/faculty/ken.french/data_library.html
https://fred.stlouisfed.org/
thanks man, pleasure to be learning from you. You’re my inspiration.
Great publication that I fully recommend to anyone interested in Macro-Equities:
👉great valuable research yet in a succinct format
👉great to all: investors, learners & traders
👉reading research is 10-20x easier than producing even if one good (save time & research costs) ... nice to just have it served via email
👉price is very decent, you get a lot of value (don't forget, Substack takes 10%, then research costs (time, work, tools) & taxes ...
Kudos! Thank you! Keep it rocking!
Data driven evidence based macro and tactical analysis? Subscribed, no brainer.
The only twitter, substack etc that I pay for. You and fxmacroguy the two best imo. And I say that as a former IB MM so I have a small idea of what to look for! But I love the clarity. I was always secretly thinking how much longer we could get away with this freebie!!
thank you. really appreciate the support and strong endorsement.
Hi Mr Blonde. I´m interested in subscribing your blog, but I´m new to investing and have sometimes difficulties in understanding everything you are covering in your blog. Would you sometimes make educational blogs where you explain at what specific metrics you are paying attention and why they matter?
sure, that would make for relevant content. i would also encourage you to ask questions in the comment section. if you review prior notes i think you will find that i’m very responsive and descriptive in my responses.
Happy to pay Mr Blonde!!! Its gonna help make content even better, if thats even possible.
Make an incentive to pay for annual! It's good for you and long term supporters!
Thanks for everything!
thank you for the feedback and support diego!
Just started reading your substack. Definitely will be subscribing!
great thank you for the feedback and support!
Any chance of setting up an annual payment option for those of us who have budget to expense research?
Tony- annual payment is an option by default from substack. it is the same as the monthly rate in this case. so you can use that. in the event that life pulls me away from writing here, for whatever reason, i will refund the remaining portion of your annual subscription based on months used to date. make sense? deal?
Well worth it. You are easily one of the best macro writers , period.
thank you, really appreciate the feedback
Paid, but I haven't received any publications after that, am I missing anything here
thank you for the support mohan. no you haven’t missed anything here yet. my style is to write something when it have something to say which is approx weekly…sometimes more sometimes less. but hopefully all of the posts are insightful and at times offer long lasting observations/studies
Thanks Mr B
No brainer. Paid
I receive plenty of sell-side and buy-side research. Your posts are the only publications I never miss - institutional quality, differentiated, and actionable. It is amazing this Substack was free. $30/month is fair and you should be paid for your work. I currently do not pay out-of-pocket for any investment research, so I have to overcome the inertia of not personally paying for content. However, given everything I've mentioned - definitely leaning towards subscribing.
wow, thank you for the feedback and breaking from tradition to compensate me for my insight. really appreciate the support and challenge to keep you on board
Subscribed with pleasure. Value add to my P&L has covered my subscription multiple times over. Think this is great product, stacks up v well to the institutional product i get from the bulge firms.
thanks ed, appreciate the feedback and your support
Count me in! Out of all the stuff I read, your newsletter is an absolute must. I also don't think $30 is too much to ask given most people (even with smaller accounts) will pay more (i.e. lose more) on bad trades that could have been avoided by reading your thoughts.
In terms of the trade ideas that you sometimes include, I would really appreciate if you could continue including ETFs because I don't trade options or futures. For example the XLU suggestion in your previous newsletter was very much appreciated as an alternative to an outright Long SPY.
thank you for the feedback and support XP. while i understand $30/mo is not for everyone, i fully agree on the cost/benefit analysis you outlined. will absolutely continue to highlight ETFs and/or small groups of stocks where relevant to a theme and where i think the basis risk to the core view is relatively low.
Subscribed, absolute no brainer. Amazed it has been free this long to be honest.