PauloMacro’s Substack
My thoughts on global macro, micro, and everything in between
- Top in Finance
- #161
- Paid leaderboard
- #22
- Subscribers
- 21K
- Paid subscribers
- 1,000+ paid
- Badge
- Bestseller 1k
- Followers
- 39K
- Paid plan
- $50/mo
- Recommends
- 15
- Podcast
- Yes
rounded by Substack
other newsletters
Growth history
Subscribers (thousands, nightly)
21K on Sep 10, 2026 → 21K on Oct 1, 2026
Followers (thousands, nightly)
Rank in Substack’s finance leaderboard: #161 today · #136 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 31%
- Best rank seen
- #136
- Rank, 7 days
- −25 places
- Followers added
- +180
- Posts
- 7
- Reactions per post
- 56
- Reactions tracked
- 949
of 525 ranked finance newsletters
on Sep 24, 2026
since tracking began
last 30 days
average, recent posts
across 17 posts
Most-reacted post we have seen: The Second Mouse Gets the Cheese — 87 reactions on Jul 25, 2026.
Recent posts
- Negative Convexity is Oddly Invisible
- Helmets. On.
- The Other Invisible Metal
- Positioning in Oil and Nasdaq Is All Wrong
- The Second Mouse Is About to Get the Cheese
- Fly on the Wall with Shrub & Cloudbear
- Ramblings & Ruminations: Instability, Soft Patch Bonds, New Trade Idea
- When Things Diverge
- Fly on the Wall with Shrub & Cloudbear
- Do The Hard Trade
- Ramblings & Ruminations: Bessent Observation, Momentum Hurting Again, and More
- Fly on the Wall with Shrub & Cloudbear
← All trending finance newsletters
Data: Substack public leaderboards and publication archives, refreshed nightly, plus public beehiiv sitemaps and recommendation pages, refreshed weekly. Source for this page: PauloMacro’s Substack. 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.