Three publications, twice a week, free for every investor. The Macro Ledger covers the top-down. The Public Equities Ledger covers credit signals for AI-stack equity investors. The Private Markets Ledger covers PE, credit, and real assets. Every issue leads with the numbers that matter, explained for every level of investor.
Marc Grayeb, Los Angeles
The Macro Ledger
The world economy in five questions: trend growth, business cycle, current accounts, currencies, structural shifts.
Public Equities
A twice-weekly credit dashboard for AI-stack equity investors. What the bond market is saying that equity has not priced.
Private Markets
PE, private credit, special situations, real assets. Deal flow, fundraising, and the structural shifts behind them.
Three ledgers. Two issues a week. Free.
Each ledger publishes Monday and Friday mornings. Subscribe to any combination. Every issue leads with the data, explains the ratios, and links to the foundations. Unsubscribe anytime with one click.