# Investment theses in Small Caps & Macroeconomic analysis

> Portfolio Management focused on Small caps & Macro | Subscribe to receive each Sunday, an investment thesis or macroeconomic article in your mailbox.

- **Platform:** substack
- **Category:** Economics
- **Subscribers:** 9K
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- **Last updated:** 2026-03-28
- **URL:** https://moram.substack.com
- **Profile:** https://newsletterinsights.io/newsletter/moram