Macro Mornings 💡
Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market news.
- Top in Finance
- #54
- Subscribers
- 55K
- Paid subscribers
- 10+ paid
- Paid plan
- $47/mo
- Podcast
- Yes
rounded by Substack
What they write about
A macro investing newsletter whose recent output is dominated by promotion of a paid Macro Asset Dashboard sold in limited seats. The market pieces that appear between launches cover yield curve control, central bank intervention, and the setup that preceded past market declines.
- macro
- central banks
- yield curve control
- market regimes
- paid product
Recent examples: 🔴 [REAL YIELDS] The line that broke 1994, 2000 and 2007 was just crossed · 🥇 The dashboard goes live October 1 - at a higher price
Written from Macro Mornings 💡’s own published post titles and openings in Sep 11, 2026. It describes the subjects the newsletter covers, not its views, and is not investment advice.
Growth history
Subscribers (thousands, nightly)
55K on Sep 10, 2026 → 55K on Oct 1, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #54 today · #54 a week ago
Stats worth sharing
Tracked since Sep 10, 2026 — 22 daily snapshots so far. The card below is built from what we track and refreshes nightly.
- Percentile
- Top 11%
- Best rank seen
- #53
- Posts
- 7
- Reactions per post
- 40
- Reactions tracked
- 680
of 525 ranked finance newsletters
on Sep 17, 2026
last 30 days
average, recent posts
across 17 posts
Most-reacted post we have seen: 🩸[1987] Equities are ignoring the bond market again — 69 reactions on Aug 8, 2026.
Recent posts
- 🔴 [REAL YIELDS] The line that broke 1994, 2000 and 2007 was just crossed
🥇 Lock my price for life Dear Investors, On Tuesday night I laid 10 charts across my desk: Goldman, Fidelity, Bloomberg, Azuria. Different data, different methods, people who don’t talk to each other. I was sure they would talk about 2007. That’s where the 10-year yield had just dragged me: 5.17% , its highest since June 2007, after +70 basis points in a single quarter. They didn’t say a word about 2007. Chart after chart, they took me further back. To the dot-com concentration. To the 1994 bond massacre. To a stock-yield relationship I hadn’t seen since 1997 . To an oil-rate link this tight…
- 🥇 The dashboard goes live October 1 - at a higher price
🥇 Lock my price for life Dear Investors, 2 seats left. So let me stop selling and simply show you the arithmetic - because the entire decision really is this simple. The math Today: $347/year. Roughly a dollar a day. Locked for life. From October 1: the founding price is gone. Permanently. At public launch: $1,157/year. The same system. Everyone pays it. The gap: $810 saved, every single year you remain a member. It never shrinks. It never expires. It is never renegotiated. 5 years from now, that is more than $4,000 - for the identical system, purely because you moved in September rather…
- 🔴 [HIKING] The Fed just fired the first shot
🥇 Lock my price for life Dear Investors, On Wednesday night I switched off my screens later than usual and stared at a blank page in my notebook. It wasn’t the hike. Everyone saw the hike coming. What kept me awake was a number . I found it 3 times, through 3 methods that have nothing in common. One is built on valuation. One on 75 years of Fed cycles. One on what 122 professional investors told Bloomberg last week. All 3 landed within 200 points of each other on the S&P 500. Once is a coincidence. 3 times is a signal. 9 months ago, the market was pricing 3 rate cuts for 2026 and oil was at…
- 🥇 The dashboard goes live October 1 - at a higher price
🥇 Lock my price for life Dear Investors, 3 seats. Let me tell you about the part of a founding seat that people underestimate until they actually hold one - and the reason there will never be more of them at this level. When you take one of these seats, you don’t simply get the Dashboard - You get the whole system - the live book, every move, every reason. - you get me. A direct, priority line for your questions. Not a community thread. Not a support queue. Not a reply 3 weeks later, buried beneath a hundred others. You ask, and it arrives at the front of my desk. When a regime shifts and…
- 🕵️♂️ [THE PAIRING] Twice in 50 years. It is forming again.
🥇 The dashboard goes live October 1 - at a higher price 👇👇👇 🥇 Lock my price for life Dear Investors, I printed 9 charts and pinned them to the wall beside my desk, in the order you will read them. I did it to see whether one would argue with the others. When 9 charts agree, I usually assume I chose them badly. 3 days later, none of them would argue. That bothers me more than a contradiction would have. 5 of them you could have assembled yourself off the tape this week. The best earnings season in 4 years. A Fed meeting the market cannot price. A futures curve that moved 95 basis points…
- 🥇 The dashboard goes live October 1 - at a higher price
🥇 Lock my price for life Dear Investors, 6 seats left. But I don’t want to spend this email counting down. I want to show you the one thing almost nobody in this industry will ever willingly show you. The weeks they got it wrong. I have them. Anyone who actually touches markets does. The difference is that mine are timestamped, public, and impossible to quietly delete. The Index, published every week since inception - drawdowns and all, right there on the homepage. Look where the drawdown sits: on the front page , next to the good numbers. Not buried. Not “contextualised.” Not quietly…
- 🥇 The dashboard goes live October 1 - at a higher price
🥇 Lock my price for life Dear Investors, It sold out again. Every seat - gone. And I sat with that for two days before writing this, because what comes next is the last time I will ever be able to do it. Here is exactly where things stand. The Macro Asset Dashboard goes live October 1 - at a higher price. It is what the finished system is worth after 15 years and 1,000+ hours of building it. But you are not the public. You are the people who were reading this before any of it was polished - before there was a product, a price, or a plan. And I decided a long time ago that when this moment…
- 🥇 15 years, 1,000+ hours, one Macro Asset Dashboard (1 seats left)
🥇 Lock my price for life Dear Investors, I’ll be direct, because you deserve that more than another pitch. There is 1 seat left. One person locks in $347/year - for life. A 70% discount that never moves: not when the Dashboard launches publicly in 2026 at $1,157, not in 5 years, not ever, for as long as you stay a member. Let me lay the whole decision out plainly, because it really is this simple: Today: $347/year. Roughly $0.95 a day. Locked forever. At public launch: $1,157/year. The exact same product. Everyone pays it. The gap: $810 saved, every single year you’re a member. That number…
- 🕵️♂️ [YCC] The machine is already running, nobody has named it
🥇 Lock my price for life Dear Investors, Eight charts have been pinned to the wall beside my desk since Wednesday, and I have spent the week trying to make one of them argue with the others. I could not do it. That bothers me more than a contradiction would. Five of them you could have assembled yourself off the tape. An intervention eaten alive in a day and a half. A money supply and a debt stock climbing the same staircase under every president since Carter. One of the finest equity decades in a century. Gold up 10.89% in 13 sessions. And a liquidity proxy sitting at a record, still…
- We're taking a summer break - thank you, all 55,000 of you
Hi all, Macro Mornings is taking a summer break. From now until September 13 , the desk goes quiet - no weekly readings, no scores, no models. We’ll be back at sunrise on September 14 , rested and ready for what’s shaping up to be the most important stretch we’ve had yet. But before I step away, I want to say something I don’t say nearly often enough: thank you . When this started, it was one person trying to answer one stubborn question - when everything moves at once, when gold, equities and real yields all hit highs together, what do you actually do ? I never really imagined who would be…
- 🥇 15 years, 1,000+ hours, one Macro Asset Dashboard (3 seats left)
🥇 Lock my price for life Dear Investors, We’re down to 3 seats. Three only people, and then the founding block at $347/year - locked for life - is closed for good. I want to use this one to tell you about the part of a founding seat people always underestimate until they actually have it. Because when you take a seat, you don’t just get the Dashboard: You get the whole system - the weekly portfolio, every move, every reason. You get me . A direct, priority line for your questions. Not a community thread. Not a support queue. Not a reply 3 weeks later buried under a hundred others. When a…
- ⛓️ [NOBODY WILL BE CHOOSING TO SELL]
🥇 Lock my price for life Dear Investors, Ten charts have sat on my desk for a week, and I cannot get them to agree. 5 of them tell a story you already believe, and tell it beautifully. Earnings are exploding. Analysts are revising upward at a pace that essentially doesn’t happen. The Fed is being talked out of its own hiking cycle by two soft inflation prints. And the tape is riding an analog to 1998 with a precision that stopped being charming around the third time I checked it. Stop after the fifth chart and you close this email reassured. You’d be entitled to. The other 5 are the reason I…
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Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: Macro Mornings 💡. Subscriber counts are Substack’s own rounded public figures, so week-on-week changes move in steps. beehiiv audience sizes are self-reported by the publisher and are not verified. Last snapshot: Oct 1, 2026.