Weekly analysis of macro trends, markets, and firms.
3 Focus Points:
1. Macro Market Overview
Weekly analysis of key macroeconomic events. Breaking down their causes, the repercussions on the broader economy, and my overall thesis.
2. Key Sector Focus
Evaluation of one industry sector per week. Discussing emerging market trends and the key drivers behind them.
3. Company breakdown
One company. One breakdown. Weekly analysis of business models, financials and market position. Also with valuation insights to assess growth potential.
About the writer
My name is Arjun.
I’m a 19-year-old gap year student who is deeply passionate about economics and global markets. I recently graduated from the Royal Grammar School as Deputy Head Boy and scored in the top 1% of the country for A Level Economics. However I quickly realised there was a major gap between classroom economics and the realities of financial markets.
This blog aims to bridge that gap through a weekly analysis of macro trends, sector movements, and individual companies. I’ve been writing economics articles since I was 16 and recently began working as a Market Analyst Intern at Prop AI, specialising in emerging Middle Eastern markets with a focus on Riyadh. I am also an active private investor – my independently researched portfolio returned 51% between September 2025 and June 2026, outperforming market benchmarks. These experiences have helped me build a strong understanding of macroeconomics and markets that I hope to share with others through my weekly market insights.
Otherwise I love to read, act, and watch Tottenham play every week (unfortunately).
Reader Feedback
Discover first-hand accounts from real readers
The sector analysis is excellent. Recommended to my students.
Julie Danielson
Teacher, former Consultant KPMG, 25+ years in HRIS Strategy
Very fluid breakdown of the macro events this week – actually enjoyed macro and sector updates compared to reading things like the Economist.
Mohammed Khaled
Student, LGS
Big fan of the weekly macro summaries. They are very well-written and clearly lots of thought has gone into the writer’s analysis.
Jonathon Rose
Editor – InvestorPlace, Founder – Masters in Trading
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