As a layperson who enjoys learning about macro topics, numbers 2, 3, and 5 stand out as the most substantive focus areas that would keep this Substack interesting. One of the challenges in the macro Substack space is finding themes that other writers don't already cover ad nauseam and standing out with unique viewpoints. There's one Substack author in particular that publishes the equivalent of multiple book chapters a week; it's challenging to filter out so much noise. Quality over quantity is a solid approach.
If this Substack stays focused on policy discussions centered on research, challenging or expounding on econ social media posts, reviewing econ books and academic papers, or recommending econ books and articles, that would make the subscription worthwhile.
I appreciate the perspective you provide, especially when it educates on deep ideas in economics or finance. I don’t have an education in economics nor do I touch it closely in my professional life. But I do appreciate the importance of economics and finance and want to understand the deeper implications to the economy of actions by public and private individuals. So, substacks that educate, vice just pontificate, on major policy issues relevant to current events are always preferred.
Policy oriented. What some policy maker should do or at least take factor X more into account. or why policy Y is mistaken and of course why we the public should be supporting that idea or policy. # 2 was the best example
I don't know why, but Norton internet security was listing your site as suspect, as a Norton subscriber, I sent a request for an update to Safe, and as of 1:45 it is once again green. Hopefully that didn't dissuade too many people from clicking through as I don't know when it was marked suspect.
I enjoy all of your posts very much, and look forward to each one. But unfortunately I'm not in a position to justify a subscription at the current price, so I'll continue to enjoy the free content.
My personal interests at the moment are 3, 4, 5, with a weight to 4. I think there is so much noise around personal financial concerns and how the economy at large is affecting them that clear analysis would be helpful. The emotional elements are important, as we all know from how the stock market moves, but separate from those, what's really happening to us little guys from the economy at large is quite helpful.
Thanks for you substack Claudia. I am a 35 year " veteran " of financial markets running a global macro hedge fund based in Australia and it is refreshing to get an honest take on things . The sell side is good sporadically but mostly cant really express their opinions lest it vary from the party line . We used to visit CB ' s globally regularly and it was always a great opportunity to exchange views . Keep up the good work . It doesnt go un noticed !
As a layperson who enjoys learning about macro topics, numbers 2, 3, and 5 stand out as the most substantive focus areas that would keep this Substack interesting. One of the challenges in the macro Substack space is finding themes that other writers don't already cover ad nauseam and standing out with unique viewpoints. There's one Substack author in particular that publishes the equivalent of multiple book chapters a week; it's challenging to filter out so much noise. Quality over quantity is a solid approach.
If this Substack stays focused on policy discussions centered on research, challenging or expounding on econ social media posts, reviewing econ books and academic papers, or recommending econ books and articles, that would make the subscription worthwhile.
Hey Claudia. I like it when you:
1. Take a current economic issue (inflation, wage growth, etc)
2 Give policy recommendations to make that better
3. Show the anticipated impact of said policy recommendation
With your knowledge and perspective, I find that incredibly helpful and interesting,
Greg
I appreciate the perspective you provide, especially when it educates on deep ideas in economics or finance. I don’t have an education in economics nor do I touch it closely in my professional life. But I do appreciate the importance of economics and finance and want to understand the deeper implications to the economy of actions by public and private individuals. So, substacks that educate, vice just pontificate, on major policy issues relevant to current events are always preferred.
I like all of them...clear points and well made. Should prob step up for full year sub
Policy oriented. What some policy maker should do or at least take factor X more into account. or why policy Y is mistaken and of course why we the public should be supporting that idea or policy. # 2 was the best example
I don't know why, but Norton internet security was listing your site as suspect, as a Norton subscriber, I sent a request for an update to Safe, and as of 1:45 it is once again green. Hopefully that didn't dissuade too many people from clicking through as I don't know when it was marked suspect.
I like reading your opinions and ideas....points 1 and 5 are the ones that most interest me
I enjoy all of your posts very much, and look forward to each one. But unfortunately I'm not in a position to justify a subscription at the current price, so I'll continue to enjoy the free content.
Love your insights! Lead to several Lectio Divinas.
Nothing you write makes sense… unless one understands the democratic power of United States fiat currency; how dollars are created.
This understanding changes the macro dialectic of the possible, epically.
A 101 intro to fiat currency thread, huge, ROI.
My personal interests at the moment are 3, 4, 5, with a weight to 4. I think there is so much noise around personal financial concerns and how the economy at large is affecting them that clear analysis would be helpful. The emotional elements are important, as we all know from how the stock market moves, but separate from those, what's really happening to us little guys from the economy at large is quite helpful.
Thanks for you substack Claudia. I am a 35 year " veteran " of financial markets running a global macro hedge fund based in Australia and it is refreshing to get an honest take on things . The sell side is good sporadically but mostly cant really express their opinions lest it vary from the party line . We used to visit CB ' s globally regularly and it was always a great opportunity to exchange views . Keep up the good work . It doesnt go un noticed !
Kind Regards
Andrew Peden
GTS investment management
really enjoyed topic 1 - helps understand possible market moves. and frankly making these predictions is hard, thank you for this.