The Macro Value Monitor | Brian McAuley | Substack

The Importance of Being Earnest During a Secular Paradigm Shift

Volume II, Issue IX

Dec 20, 2023 •

On Unintended Consequences and the Bond Market

Volume II, Issue VIII

Nov 3, 2023 •

Capitalization-Weighted Indexes are About to Have a Moment

Part II of Volume II, Issue VII

Oct 3, 2023 •

The Initial Education from a Secular Pivot

Part I of Volume II, Issue VII

Sep 28, 2023 •

A Margin Trap Has Sprung on a Generation of Investors

Part II of Volume II, Issue VI

Aug 14, 2023 •

The Growing Apprehension of the Inflating Fiscal Put

Part I of Volume II, Issue VI

Aug 8, 2023 •

The Art of (Paying Less Attention to) Noise

Part II of Volume II, Issue V

Jul 5, 2023 •

Checkers vs Chess Amid an Inflationary Great Mistake

Part I of Volume II, Issue V

Jun 30, 2023 •

Invite Friends and Colleagues to Read The Macro Value Monitor

And receive a complimentary subscription

Jun 21, 2023 •

The Old Guy and the Gold

Part II of Volume II, Issue IV

May 25, 2023 •

The Macro Value Monitor

The Macro Value Monitor

Monetary History, Market Myths, Investing Legends, and Real Global Value

The Macro Value Monitor

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