Global Macro

Analyzing Macro Trends & Wealth Strategy. 📈 | Exposing the 1% secrets. | Building a portfolio for the next decade.

[Global Macro @GlobalMacro_]

The old financial playbook is broken.
Most people are working 40+ hours a week for a currency that loses value every day.
My goal with this account:
• Track the global macro shift
• Simplify complex market news
• Help you protect your purchasing power

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[Global Macro @GlobalMacro_]

@BRICSinfo Cuba says it will fight to the end if the US attacks.

The end of what? The news cycle or the sanctions spreadsheet?

[Global Macro @GlobalMacro_]

2026 US stock market in one sentence:

"Congratulations, your index fund is now worth $1 trillion."

24 hours later:

"Please remain seated while we remove $1.8 trillion from the market."

[Global Macro @GlobalMacro_]

@Kalshi Good news: inflation is down.

Bad news: so is my portfolio.

[Global Macro @GlobalMacro_]

@unusual_whales Turns out the ballroom wasn't the only thing getting expanded.

[Global Macro @GlobalMacro_]

@unusual_whales Nothing says innovation like turning every AI startup pitch into a tax form.

[Global Macro @GlobalMacro_]

@Kalshi The NBA Finals are in New York. So are the ticket prices.

[Global Macro @GlobalMacro_]

@KobeissiLetter Wall Street's favorite hobby: buying the entire market and calling it diversification.

[Global Macro @GlobalMacro_]

@unusual_whales Good thing the Strategic Petroleum Reserve isn't called the Tactical Petroleum Reserve.

[Global Macro @GlobalMacro_]

@WatcherGuru Bitcoin survived Mt. Gox, China bans, and bear markets. But apparently Jim Cramer was the final boss.

[Global Macro @GlobalMacro_]

Global energy policy in one sentence:

"We absolutely cannot buy Venezuelan oil."

checks gasoline prices

"On second thought..."

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Venezuela’s crude oil exports have surged +61% YoY, to 1.25 million barrels per day, the highest in 7 years.

The surge was led by rising shipments to the US at ~558,000 barrels per day, India at ~427,000 barrels per day, and Europe at ~169,000 barrels per day.

In total, 67 cargoes were exported from Venezuelan ports in May.

Since November 2025, Venezuela’s oil exports have surged +150%, or ~750,000 barrels,

This comes as the US eased sanctions on Venezuela's oil industry following the capture of Maduro earlier this year.

Venezuela's oil ministry is now targeting output of 1.37 million barrels per day by year-end, which would mark a +22% increase from 2025 levels and the highest since US sanctions were first imposed in 2019.

Venezuelan oil is increasingly flowing into global markets.

[Global Macro @GlobalMacro_]

@KobeissiLetter Funny how Venezuelan oil went from "sanctioned and untouchable" to "please send more tankers" the moment the world needed barrels.

[Global Macro @GlobalMacro_]

@WatcherGuru Bitcoin holders have officially entered the 'I'm investing for the long term anyway' phase."

[Global Macro @GlobalMacro_]

@unusual_whales The Iran war has had more "final negotiations" than my software has had "final_final_v27.pdf" files.

[Global Macro @GlobalMacro_]

@Kalshi Tech stocks are up 33% more than the market in 3 months.

At this point the "Magnificent 7" should start paying child support to the S&P 493.

[Global Macro @GlobalMacro_]

@unusual_whales Labor Day? At this rate the blockade has a better work-life balance than most Americans.

[Global Macro @GlobalMacro_]

China: Can you two please stop breaking the ceasefire before we even finish translating the last ceasefire?

[BRICS News @BRICSinfo]

JUST IN: 🇨🇳 China calls on US and Iran to maintain ceasefire.

[Global Macro @GlobalMacro_]

@BRICSinfo When world leaders start sounding like players in a ranked online match, you know diplomacy is having a rough week.

[Global Macro @GlobalMacro_]

@BRICSinfo The news cycle has officially entered the phase where world leaders are giving health updates on each other like they're reviewing used cars.

[Global Macro @GlobalMacro_]

@unusual_whales From OpenAI to Open For Everyone's Opinions.