Macro-to-Micro by Samantha LaDuc

Macro-to-Micro by Samantha LaDuc

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Macro-to-Micro by Samantha LaDuc
Macro-to-Micro by Samantha LaDuc
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Samantha LaDuc
Jul 31, 2025
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Macro-to-Micro by Samantha LaDuc
Macro-to-Micro by Samantha LaDuc
WINNER TAKE ALL
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Big tech earnings has prompted my thinking about:

  • Why Market Thinks Big Tech Is Recession Proof

  • Why Ai Matters For Macro Returns

  • Ai > Powell: No Rate Cuts For You, Mr. President

  • The Coming US Ai Tech Jubilee

Don’t skip it. You know when I get in a zone…

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