macro
macro
macro markets
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and
4 others
the infinite bid
xsmac
0xsmac.substack.com
0
0xsmac
Cyclicality & What's Next
tolks
page1.substack.com
0
0xsmac
Attention Required! | Cloudflare
Howard Marks
oaktreecapital.com
M
Matthew Giampetroni
Preparing for a long bear market and identifying the next growth opportunities
mhonkasalo
mhonkasalo.substack.com
0
0xsmac
Rockin’ Across Regions: Analyzing International Deal Flow from Industry Reports, Y Combinator, and…
Tom White
blog.stonks.com
T
Tom White
How does Early-Stage Venture Capital Perform in a Recession?
Tom White
blog.stonks.com
T
Tom White
On the VC private vs. public market arbitrage in crypto
mhonkasalo
mhonkasalo.substack.com
0
0xsmac
Making Sense of the Macro
Sam Blumenthal
compoundingthoughts.substack.com
S
Sam Blumenthal
# 39 | On the Long-Term Sustainability of Economic Systems
Luca Prosperi
dirtroads.substack.com
0
0xsmac