Turning the Page
Pausing the newsletter as I step into a new professional challenge.
Dear readers,
I wanted to share a quick update: an incredible professional opportunity - truly too good to pass up - has come along, and it requires my full focus. Because of that, I won’t be able to continue writing here for the time being.
Thank you so much for reading, engaging, and supporting this project - it has genuinely meant a lot. I’ll be keeping the page up, and if I ever have the space to share more thoughts again, you’ll be the first to know.
I’ll still be working on my macro strategies for my own investments - building models, monitoring STIR markets, and following economic developments. And should I return at some point, I can promise one thing: it will be with even better insights than before.
But for now, I need to step back and focus fully on this new chapter. In any case, I’m incredibly grateful that you’ve been part of this.


Really enjoyed your letters. Good luck with the new venture!
Same! Would love to hear from you outside the substack if that ever becomes possible.