Marko Papic discussed the potential significance of Marine Le Pen calling for a French budget-debt break, arguing investors may be underestimating it 1. He also highlighted multipolarity and conflict, AI and innovation, US political outcomes, and the risk that US long-term tax rates have reached a secular low 4567. He additionally promoted the GeoMacroAlpha Report and commented on San Diego’s political and military profile 23.
From the window to Oct 11, 05:30 ET — this window's take is still to be written.
On the record
last 90 days · 5 positionsLatest positions
- MPMarko PapicImproving on French Expects France's prospects to improve, arguing investors underrate the significance of Le Pen calling for a budget debt brake. “I think that we are ignoring how profound it is that Marine Le Pen is calling for a budget debt break” Open the post I know that all investors are wired to dismiss a… · 6 Oct
- MPMarko PapicSharply improving on US Expects US long-term household, corporate and capital gains tax rates to rise from their secular bottom, i.e. Trump will not cut taxes. “the US long-term household/corporate/capital gains tax rates have hit a secular bottom” Open the post The most ignored risk to the market may be that … · 4 Oct
- MPMarko PapicRisk easing sharply on AI Papic dismisses fears that AI poses an existential threat to humanity, calling them Hollywood-style scaremongering. “All the handwringing over AI ending humanity is the best example of the Wolf that cried "Wolf!"” Open the post All the handwringing over AI ending humanity is … · 14 Sept
- MPMarko PapicHawkish on HM Treasury Papic thinks the consensus that the Treasury will not rein in yields is wrong, so it is probably time to go long bonds. “Probably time to go long bonds.” Open the post Everybody... but I mean EVERYBODY (other than ON… · 24 Aug
- MPMarko PapicImproving on Ukraine Ukraine's position is improving as it can now impose pain on Russia, breaking the kinetic equilibrium. “the kinetic equilibrium that has been in place in Ukraine since late 2023 is now definitively breaking up, mainly because Ukraine can now impose pain on Russia” Open the post Iran and US are settling into a kinetic equilibr… · 10 Aug
Their output
5 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- Saudi Arabia 1 item
- Texas 1 item
- Alexandria Ocasio-Cortez 1 item
- jacob l. shapiro 1 item
- Greg Abbott 1 item
- Gina Hinojosa 1 item
See what your own voices say about Marko Papic, every morning.
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