About us
MacroMavens has been delivering prescient insights on emerging macroeconomic trends and their implications for global financial markets for more than 20 years. The firm was founded in 2002 by Stephanie Pomboy, who spent the prior decade working with Ed Hyman at CJ Lawrence and ISI Group. Recognizing that the greatest investment opportunities lie where market perception has strayed from economic reality, MacroMavens scrupulously analyzes the data, delving beneath the surface, to find hints of shifting trends. Our rigorous analytic approach and willingness to take on the conventional wisdom have consistently enabled us to identify major macroeconomic events – and steer our clients around them — well ahead of the curve. We see the trends that noise-obsessed, consensus thinkers on Wall Street miss.
Our major calls
Barron’s The End of Fiat Money
July 2012The Great Bubble Transfer
April 2002MacroMavens identified the impending inflation of the housing bubble in 2002—before it was even the subject of debate.
Captain Kirk
June 2006Argued that financials were just the other side of the housing coin and would get hit as housing bubble burst (2 years early)
When Animals Attack
December 2007Argued that the fallout from the housing and credit bust would drive the US economy into biggest downturn since the Great Depression.
Serenity Now
March 2008Repeated warnings about financial collapse
Delusions of Adequacy
March 2010Written when QE1 ended, we argued that QE2 would shortly follow.
Third Time’s a Charm
June 2012Written in the month that QE2 ended, we argued that QE3 would shortly follow.
Right Fear Wrong Monster
March 2018Incessant hand-wringing over the ‘government bond bubble’ misses the point. Global central banks will continue to monetize government debt. Corporate credits are the danger area.
Here Come Santa Pause
December 2018Called Fed pause QT and rate hikes - and forthcoming reversal of both.
The Not So Everything Bubble
January 2019The role that buybacks have played in boosting profits and stock prices will be revealed in its absence.
Thinking Too Small
July 2019Expectations for 1-2 more rate cuts woefully underestimate the amount of stimulus to come. The corporate credit bust and pension crisis to follow will make QE1, 2 and 3 look like a warm-up.
Our values
The MacroMavens team has more than 50years combined experience in the financial industry, at the top Wall Street research firms and investment managers.
…are thoughtful, sophisticated institutions and individuals looking to sidestep market pitfalls and exploit emerging investment opportunities.
…eschews the dangerous fixation on short-term squiggles. It is not for herd-followers or daytraders. Our singular focus is on identifying emerging economic trends – likely policy response – and the market implications associated therewith. It’s a serious endeavor. But that doesn’t mean it needs to be boring! We convey our conclusions in a lively, digestible and frequently off-color commentary.
…first and foremost is to get it right. In an era where investors suffer an excess of useless information and a dearth of useful interpretation MacroMavens does the opposite. Our deep knowledge of the data (including what indicators are valuable at a given point in time and which are not) enable us to unearth, like truffle-sniffing hogs — the macroeconomic treasures hidden beneath and to identify emerging economic trends ahead of the curve.
Featured Interviews
MacroMavens is frequently cited in industry publications from Barron’s to Fortune, to The Wall Street Journal. And Stephanie has been the subject of countless interviews on Bloomberg, Fox Business, Real Vision and CNBC.
How can you enroll
- One cherry-picked missive per month
- Early access to The Super Terrific Happy Hour
- Weekly analysis
- Supporting research and chart services
- Corporate and institutional presentations (in person and/or virtual)
