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Five Minute Macro

@fiveminutemacro.bsky.social
4.2K followers 312 following 1.1K posts

Macro trader. I used to be disgusted, now I try to be amused.

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Five Minute Macro @fiveminutemacro.bsky.social · 07/10/2026
It's funny, but on the other hand, it's no different to the entire SpaceX investment thesis: 'space big', so I don't see what the problem is.
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Five Minute Macro @fiveminutemacro.bsky.social · 06/10/2026
Thanks, I hate it.
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Five Minute Macro @fiveminutemacro.bsky.social · 06/10/2026
FOGaSS - next gen can't even acronym right, smdh.
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Five Minute Macro @fiveminutemacro.bsky.social · 02/10/2026
Incredible things happening in Portuguese media.
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Five Minute Macro @fiveminutemacro.bsky.social · 02/10/2026
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Five Minute Macro @fiveminutemacro.bsky.social · 15/09/2026
You know things are really, really bad when the Saudis balk.
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Five Minute Macro @fiveminutemacro.bsky.social · 25/08/2026
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Five Minute Macro @fiveminutemacro.bsky.social · 24/08/2026
The FT gave Scotty Bessent an outlet for some dreadful sophomoric rambling. I read it so you don't have to.
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Five Minute Macro @fiveminutemacro.bsky.social · 07/08/2026
Via Reddit, a modern history of the Argentine football league. Now imagine investing in this country #macrotourist
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Five Minute Macro @fiveminutemacro.bsky.social · 31/07/2026
The most diabolical part of this whole lurid story.
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Five Minute Macro @fiveminutemacro.bsky.social · 30/07/2026
I am not going to elaborate, but never give your money to kids who look like minor European royalty.
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Five Minute Macro @fiveminutemacro.bsky.social · 30/07/2026
Scenes. www.ft.com/content/2803...
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Five Minute Macro @fiveminutemacro.bsky.social · 30/07/2026
Nobody does it quite like them.
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Five Minute Macro @fiveminutemacro.bsky.social · 21/07/2026
This or about a dozen strong alternatives. Elmore Leonard is criminally underfilmed.
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Five Minute Macro @fiveminutemacro.bsky.social · 20/07/2026
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Five Minute Macro @fiveminutemacro.bsky.social · 13/07/2026
Instant classic of the genre:
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Five Minute Macro @fiveminutemacro.bsky.social · 10/07/2026
Mood
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Five Minute Macro @fiveminutemacro.bsky.social · 07/07/2026
Most reflective USMNT fan:
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Five Minute Macro @fiveminutemacro.bsky.social · 06/07/2026
Actually, turns out I misremembered the details...
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Five Minute Macro @fiveminutemacro.bsky.social · 01/07/2026
My go-to's - I don't touch the vest unless I need a TON of stuff.
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Five Minute Macro @fiveminutemacro.bsky.social · 26/06/2026
This piece is pissing me off. Real 'man proposes, but Pimco disposes (of their Gilt holdings)' vibes. Pull your necks in.
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Five Minute Macro @fiveminutemacro.bsky.social · 25/06/2026
There are so many inadvertent gems in this Softbank presentation, it's difficult to pick favourites. group.softbank/media/Projec...
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Five Minute Macro @fiveminutemacro.bsky.social · 24/06/2026
Can we point to a single time in history where this has worked out well for all concerned?
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Five Minute Macro @fiveminutemacro.bsky.social · 18/06/2026
'It's hard to fathom.'
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Five Minute Macro @fiveminutemacro.bsky.social · 04/06/2026
Henry Blodget was thrown in prison for far less than this.
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Five Minute Macro @fiveminutemacro.bsky.social · 27/05/2026
This is going to be the white collar crime of the century by orders of magnitude.
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Five Minute Macro @fiveminutemacro.bsky.social · 22/05/2026
Imagine having an invincible season and not even qualifying for Champions League!
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Five Minute Macro @fiveminutemacro.bsky.social · 20/05/2026
If they'd stuck with the original plan, rather than the Spinal Tap menhir of transport infrastructure, they'd probably be in an IMF Structural Adjustment Program.
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Five Minute Macro @fiveminutemacro.bsky.social · 20/05/2026
Large and expanding TAM.
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Five Minute Macro @fiveminutemacro.bsky.social · 20/05/2026
I'm not a fan of 'x country is fundamentally broken' drive-by macro narratives, but sometimes you do have to give it to the haters.
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Five Minute Macro @fiveminutemacro.bsky.social · 12/05/2026
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Five Minute Macro @fiveminutemacro.bsky.social · 02/05/2026
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Five Minute Macro @fiveminutemacro.bsky.social · 22/04/2026
The jokes write themselves.
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Five Minute Macro @fiveminutemacro.bsky.social · 20/04/2026
Nominative determinism at work.
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Five Minute Macro @fiveminutemacro.bsky.social · 15/04/2026
A good read. If you've ever spent time in Mayfair or other louche London locations, you'll recognise some of these characters as Perfect Archetypes. If you haven't, it's no Say Nothing, but still a compelling read.
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Five Minute Macro @fiveminutemacro.bsky.social · 15/04/2026
BCA, March 2022:
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Five Minute Macro @fiveminutemacro.bsky.social · 08/04/2026
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Five Minute Macro @fiveminutemacro.bsky.social · 04/04/2026
A lot going on here.
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Five Minute Macro @fiveminutemacro.bsky.social · 03/04/2026
At these valuations, the US govt should IPO NASA and pay off the national debt.
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Five Minute Macro @fiveminutemacro.bsky.social · 31/03/2026
Not a fan of parsing Trump's nonsense, but this makes sense in that all other alternatives are manifestly unsustainable, so maybe we can glimpse an out here? Trump does a seagull: makes a lot of noise, shits on everything and then flies off, everyone else pays the toll, and the world keeps turning.
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Five Minute Macro @fiveminutemacro.bsky.social · 27/03/2026
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Five Minute Macro @fiveminutemacro.bsky.social · 27/03/2026
Timely piece this morning from the consistently excellent Klement on Investing. klementoninvesting.substack.com/p/nazis-are-...
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Five Minute Macro @fiveminutemacro.bsky.social · 27/03/2026
I have two ears and a mere 24 hours in a day, and casual empiricism suggests most other people are dealing with similar constraints. So I am once again asking: who is listening to all these f***ing podcasts?!
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Five Minute Macro @fiveminutemacro.bsky.social · 23/03/2026
Funny cos it's true.
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Five Minute Macro @fiveminutemacro.bsky.social · 16/03/2026
Second time's the charm.
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Five Minute Macro @fiveminutemacro.bsky.social · 16/03/2026
Everyone is Twelve theory remains undefeated.
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Five Minute Macro @fiveminutemacro.bsky.social · 10/03/2026
Dubai?
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Five Minute Macro @fiveminutemacro.bsky.social · 06/03/2026
Oh, you sweet summer child...
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Five Minute Macro @fiveminutemacro.bsky.social · 05/03/2026
Thinking of this Khatami interview, for reasons.
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Five Minute Macro @fiveminutemacro.bsky.social · 05/03/2026
This is going to become a yuge story, and probably a massive scandal at some point in the not too distant future, via a murky nexus of self-dealing, lightly regulated offshore subsidiaries and Joe Sixpack inadvertently holding the other side of the trade.
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