Macro | Value Investing Substack | Aaron Pek | Substack

Macro

Macroeconomic research of the finest order

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ULTIMATE COLD CALL: Economics Minister Rafizi & BNM Governor Shamsiah, I have great respect for both of your work. Please invite me for a coffee... I'd…

Feb 18

What does the UK, USA, Japan, China and the EU have in common? Unbearably High Debt-to-GDP. Could the mini-Budget have been a magical panacea?

Oct 22, 2022

Preparation for my upcoming US Inflation webinar next Tuesday

Apr 10, 2022

“If you can keep your head when all about you, Are losing theirs and blaming it on INFLATION - You'll see the whites of the eyes of DEFLATION" ― If: An…

Mar 14, 2022

Understanding China Macro - and how you can make a 200% return by buying Evergrande's bonds today

Oct 1, 2021

This ended up being way longer than I thought it would be

Sep 20, 2021

DiMartino Booth + McCullough: Fed Policy Mistake? Market Risk Rising US macro risks discussed: 1) US debt ceiling showdown looming, and Republicans have no incentive to extend the debt ceiling with bad blood from …

Sep 13, 2021

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