The network for global macro

Global macro thought finally has a home.

Track the people, ideas, and signals shaping economic and financial thought. The world's best macro minds, in one place.

A real network already in motion, not an empty start
The world's best macro minds, in one place
Every post read, scored, and connected before you see it
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Already home to the world's best macro minds
Brent Donnelly
Brent Donnelly
FX & Global Macro
18,400 followers
Russell Napier
Russell Napier
Financial History · Macro
8,800 followers
Zoltan Pozsar
Zoltan Pozsar
Monetary Plumbing
12,000 followers
Michael Burry
Michael Burry
Deep Value & Macro
21,300 followers
Luke Gromen
Luke Gromen
FFTT · Macro Research
13,400 followers
Richard Werner
Richard Werner
Monetary Economics · Author
14,200 followers
Lyn Alden
Lyn Alden
Macro & Markets
19,800 followers
Julian Brigden
Julian Brigden
Institutional Macro · MI2
15,300 followers
Jim Bianco
Jim Bianco
Bianco Research
15,100 followers
Michael Lebowitz
Michael Lebowitz
Institutional Macro Research
11,800 followers
Adam Taggart
Adam Taggart
Wealthion · Macro Media
12,600 followers
Anas Alhajji
Anas Alhajji
Energy Markets & OPEC
17,600 followers
Janet Tavakoli
Janet Tavakoli
Structured Finance & Risk
8,400 followers
Gerard Minack
Gerard Minack
Global Macro Strategy
9,700 followers
Our Story

Why Arcana exists.

When our founder went looking for the best macro thinking in the world, he found it scattered, hidden, and impossible to follow in one place. A letter on why Arcana had to exist.

A Founder's Letter
The Problem

Great ideas. Disconnected. Investors left in the dark.

The same broken system is failing two groups at once — the people trying to find the signal, and the people trying to share it.

For Investors & Readers
Drowning in noise. Starved of clarity.
Juggling multiple platforms daily
X, Substack, YouTube, Telegram, newsletters — the best macro voices are scattered everywhere with no single home.
Hours to reach a five-minute conclusion
Every morning spent manually piecing together the global macro picture from a dozen disconnected sources.
Missing the voices that matter
The most important analysts are not always the most visible. Great thinking gets buried in the algorithm.
No connected intelligence layer
Ideas exist in isolation. There is no system connecting the dots between analysts, themes, and market signals.
For Creators & Analysts
Fragmented. Isolated. Underserved.
Fragmented across platforms
Publishing in one place, distributing in another, building community elsewhere. No unified home or identity.
No discovery layer
Great ideas do not reach the right audience. The best macro thinking gets lost in a sea of noise and algorithm bias.
No ownership
Audiences, distribution, and revenue are all controlled by platforms. Creators build on ground they do not own.
Complete isolation
No network effect. No unified community. The world's best macro minds operate in silos with no collective power.
The world does not need more content.
It needs better infrastructure.
For YouFollowingTopLive
Live Now
BD
Brent Donnelly
2m ago
The Fed balancing act: Inflation vs growth — participation rate is the number markets are missing...
Fed PolicyUSD
ML
Michael Lebowitz
38m ago
Why liquidity drives market moves more than fundamentals in the current regime...
CreditEquities
RW
Richard Werner
1h ago
The new era of global realignment — why the BoJ is not a conventional central bank...
BoJJPY
About Arcana

A new infrastructure for global macro.

Arcana brings together the world's most important financial thinkers into a single system — where ideas are published, challenged, and understood in real time. One home. One audience. One intelligence layer.

A look inside

See Arcana in action.

Welcome to Arcana
Why Arcana can be trusted

Arcana doesn't care which side wins. Only that it's the truth.

Every other outlet has a side. The gold newsletter needs gold to rise. The stock-picker needs you buying. The forecaster needs their prediction to come true. Arcana has no stake in the conclusion — only in the quality of the debate. We bring together the best minds on every side of a question, pin their calls to price, and let outcomes decide who was right. We don't sell you a conclusion. We show you the debate and let the outcome decide.

Every side, not one
Bull and bear. Austrian and Keynesian. The credentialed voices who genuinely disagree — together, in one room, on the same question.
Settled by outcomes
Every call is pinned to price and resolved automatically. The Creator Record decides who was right — not Arcana, not a feed algorithm.
No side of our own
We profit from the debate, never the outcome. Our incentive is aligned with one thing only: helping you find the truth and decide for yourself.
Where is gold headed?
Live divergence
The bull case
RW
Richard Werner
Currency debasement is structural, not cyclical — central banks keep buying and the marginal buyer no longer cares about real yields.
VS
The bear case
PD
Paul Donovan
Gold is a narrative trade, not a hedge — it pays no yield, the inflation story is fading, and the premium unwinds as real rates hold.
Both calls are on the record. As the price moves — not an opinion — it settles who was right.
Product

Where macro happens in real time.

Macro Feed
Real-time intelligence from top thinkers, tied to markets, data, and events. Chronological. Never ranked.
Arcana Live
When markets move, the world's best analysts go live within minutes. Real analysis, in real time.
Arcana TV
Long-form interviews, documentaries, and original macro series. Permanently hosted. Never demonetised.
Communities
Private, high-signal networks built around the world's best macro minds. Subscription-based and exclusive.
Insights
What experts, serious readers, and real money all think, with live divergence and conviction signals.
The Model

Aligned with the people who create value.

Arcana is built around a curated group of top-tier creators, supported by a system that enables monetisation, ownership, and scale — without compromising quality.

Curated Creators
A selective network of top macro thinkers and analysts.
Monetisation
Multiple revenue streams designed for creators.
Ownership
Creators own their audience, content, and brand.
Scalable
Infrastructure built for global reach and impact.
Foundation

Built for where financial media is going.

The future will not be fragmented or algorithm-driven — it will be built around individuals, connected through infrastructure that allows ideas to move freely, scale globally, and compound over time.

Top 1%
Vetted creators only
Global
One connected audience
High Signal
Quality over noise
Compounds
Ideas that create impact
Become a Creator

Join the people shaping global macro.

Arcana is building a small, curated group of high-conviction thinkers — economists, investors, and independent voices defining the next generation of financial discourse.

Access a serious global audience
Multiple revenue streams
Full ownership of your work
Built for signal, not algorithms

Arcana is the global home for macro thought.

About Arcana

A new infrastructure for global macroeconomic thought.

Arcana brings the world's best macro thinkers into a single system where ideas are published, challenged, and understood in real time. One home. One audience. One intelligence layer.

Every creator reviewed personally Chronological feed. No algorithm. Built for global macro
01 · The Problem

The financial world is fragmented.

The world's leading macro thinkers are spread across disconnected platforms. They publish in one place, distribute in another, and build community in a third. No unified home. No unified audience. No unified revenue. The best analysis in the world is buried under noise and shaped by algorithms that reward reaction over insight.

On the other side of that same broken system sit the people who depend on this thinking: investors, allocators, and analysts assembling the global picture every morning from a dozen sources. Two groups, failed by the same fragmentation.

The world does not need more content.
It needs better infrastructure.
02 · The System

One home. One intelligence layer.

Every post that enters Arcana is understood before it is shown. Tagged, scored, and connected to the wider macro picture. The feed stays strictly chronological. No algorithm. No hidden ordering. Intelligence adds understanding, never rank.

The feed, the communities, the video, and the live analysis all sit on the same foundation. One subscription. No fragmentation. No upsells.

That dataset compounds with every post. It is what makes Arcana only more valuable with time, and impossible for anyone starting today to catch.

03 · The Standard

Credibility you cannot manufacture.

Every Tier 1 thinker on Arcana is application-only and reviewed personally. Every application read by a human. We are not open to anyone, and we say that proudly.

Signal quality is protected by design. The two-tier system holds the bar as the platform grows. The standard is the product. The quality is the brand.

Committed at launch
RW
Richard Werner
Economist. Author of Princes of the Yen.
ML
Michael Lebowitz
Real Investment Advice. Institutional-grade macro research.
AT
Adam Taggart
Founder of Wealthion.
30+
And many more
Tier 1 thinkers committed before launch.
30+
Tier 1 thinkers committed at launch
~150
Expected within the first month
100%
Subscription revenue kept by Tier 1 creators
04 · The Vision

Infrastructure for how the world thinks about capital.

Bloomberg built a generational business around market data. Refinitiv around the same. Arcana is built around something rarer: the world's best human intelligence, structured, connected, and made accessible the moment it matters.

The macro world is the intellectual foundation beneath how trillions of dollars are allocated every day. Building the layer that connects its thinkers and structures their intelligence is not a small undertaking. It is the one macro has always needed and never had.

The world's best macro minds finally have a home.

A Founder's Letter

Why Arcana exists.

The thinking I needed already existed. It was just impossible to find, scattered across a dozen platforms, and buried by algorithms that rewarded noise over insight. So I set out to build the home it never had.

Arcana started with a frustration I could not shake.

I finished school in 2021 and spent the next four years teaching myself economics, trading, and the forces that move the global economy. Along the way I found a handful of thinkers I came to trust completely: economists, hedge fund managers, commodity specialists, people who understood derivatives better than anyone on television. Their analysis was some of the best I had ever read.

But finding them was the hard part. The thinking I valued most was scattered everywhere. One analyst published on Substack. Another ran a private Discord. A third posted videos on Rumble. The rest lived on X, where genuinely brilliant work sat buried beneath noise, trolls, and people farming engagement. The analysis the world needed was being hidden by an algorithm that rewarded reaction over insight.

Some tried to solve it themselves. They built their own websites. A few built entire media companies around their work, and I respected the ambition behind it. But it only ever solved the problem for one person, and even then only halfway. A website with no audience is a quieter form of being unheard. They had traded a crowded platform for an empty one, and taken on the cost of running technology, payments, and distribution instead of doing the thinking they were brilliant at. And none of it connected. For the reader, the world was no clearer. The best macro minds were still scattered, only now there were more places to track them.

What I wanted was simple, and it did not exist: one place. A private institution where the best macro minds in the world lived together, and where anyone serious could finally see clearly.

I never wanted a single opinion handed to me. I wanted to see where the best minds disagree, and draw my own conclusion.

Because clarity was what I was missing. Mainstream media gives you one side. I wanted both. I loved watching an economist, a hedge fund manager, and a commodity expert reach different conclusions from the same facts, and then decide for myself. No platform showed me that divergence. Nowhere could you see where conviction was building across the best minds, or where they were quietly pulling apart. A terminal shows you the price. Nothing showed you the thinking behind it. So in 2025, I decided to build the one that would. That was the moment Arcana stopped being an idea.

Loving it as a reader was easy. The harder question was why the world's best thinkers would ever come together in one place. So I looked at how they work today: isolated on Patreon, Substack, and their own websites, forced to market themselves, with no shared audience and no network effect between them. The same fragmentation failing readers was failing the creators too.

I studied how Brian Chesky built Airbnb by designing for an experience most companies never reach for, and I set out to do the same for Arcana: for the people who create macro intelligence and the people who depend on it alike. Not the ordinary baseline everyone settles for. Something well beyond it.

Then I tested it. I reached out to around 300 of the most respected macro names in the world. About 80 wrote back. Twenty sat down with me on a call. I described what Arcana would be, before a single line of it was built, and asked one question: if this existed today, would you join?

Twenty out of twenty said yes. Several told me they wished it had existed years ago.

That was when I understood the problem was far bigger than mine. These were some of the sharpest minds in finance, and they were frustrated, isolated, and tired. Tired of algorithms burying their work, tired of chasing engagement to be seen, unsure whether to keep building on ground they did not own.

So Arcana is built for both sides of that broken system at once. For readers: only the most experienced voices, every one reviewed personally, so you can see which minds actually matter, and what the best of them are saying when they disagree. Anywhere else, anyone can buy their way to the top or post with no track record at all. Not here. For thinkers: one home, one audience, one ecosystem where their work is valued for its quality, never its clickbait.

I believe Arcana can become the new infrastructure for global macroeconomic thought: a new way the world discusses markets, and a new kind of media built on experience instead of outrage. I am building it because it is the product I always wanted and could never find. When I was deep in the markets, hunting for the hidden gems the algorithms had buried, I needed Arcana to exist.

The macro world has never had a home.
It does now.
Bradley Avery
Founder, Arcana

Be part of how this story begins.

The Model

Aligned with the people who create value.

Arcana is built around the world's best macro thinkers, supported by a system designed for monetisation, ownership, and scale, without ever compromising quality. For readers, all of it sits behind a single subscription.

01 · The Structure

Two tiers. One standard.

Every open platform faces the same question as it grows: how do you keep quality high when anyone can post? Arcana answers it with a two-tier system that protects signal quality at any scale.

Tier 1 thinkers are heavily curated and appear across every part of the platform. Tier 2 creators build and monetise on their own pages, with a clear path to earn their way up.

Tier 1

The elite layer

Application-only and heavily curated. The world's best macro minds.
  • Heavily curated, with every application reviewed personally
  • Featured across all public areas of Arcana, including the discovery feed
  • Monetise through their own pages and keep 100% of subscription revenue, minus payment processing
  • The blue star, carried with the Arcana keyhole
Tier 2

The growth layer

Full monetisation tools on their own pages, with room to grow.
  • Monetise through their own private pages, communities, video, and live
  • Not shown in the public discovery feed, keeping the main feed Tier 1 only
  • A 10% platform fee, with a clear pathway to Tier 1
  • The silver star, carried with the Arcana keyhole
02 · The Pillars

Built around four principles.

Curated Creators
A selective network of the top macro thinkers and analysts, every one reviewed before they join.
Monetisation
Multiple revenue streams built for creators, with Tier 1 keeping everything they earn.
Ownership
Creators own their audience, their work, and their brand. Never built on ground they do not control.
Scale
Infrastructure built for global reach, so the best thinking compounds instead of staying isolated.
03 · For Readers

One subscription. Everything included.

When you subscribe to a creator on Arcana, you get all of it. The feed, the community, the video, and the live analysis, together in one place for $8 a month.

No juggling platforms. No stacking subscriptions. No upsells. The clarity of having the world's best macro thinking in a single home is the entire point, and it is built for the reader as much as for the creator.

04 · The Intelligence Layer

A second business, built into the first.

Every post on Arcana is understood, tagged, and connected before it is shown. That same enrichment, running quietly in the background, becomes something the rest of the market has never had: a structured, real-time view of what the world's best macro minds are thinking.

For the institutions that allocate serious capital, that intelligence is a product in its own right. It requires no additional build. It is simply the platform operating as designed.

Built to align everyone who creates value.

Features

Everything macro, in one platform.

One platform, one intelligence layer, one subscription, built so the entire macro world lives in a single place.

Macro Feed
Real-time, enriched intelligence from the best macro minds. Chronological, never ranked.
Arcana Live
When markets move, credentialed analysts go live within minutes.
Arcana TV
Long-form interviews, documentaries, and series. Permanently hosted.
Communities
Private, high-signal networks built around individual thinkers.

One platform. The entire macro world.

Product · Macro Feed

Real-time intelligence. Never ranked.

A chronological feed where every post is understood, tagged, and connected to the wider macro picture before you see it. Above it sits The World Right Now, a live view of the narratives forming across global macro at this moment.

Chronological Enriched Real-time
The World Right NowLIVE
1
Gold breaking higher
Central bank buying, falling real yields
78%
2
US rate cut repricing
Markets debating timing as inflation cools
64%
3
China stimulus expectations
Policy support boosting growth
70%
4
BTC momentum building
Institutional flows and ETF demand
68%
01
The Feed

What you see is the real picture.

The feed is strictly chronological and never ranked. No algorithm decides what rises. Intelligence adds understanding, not ordering, so the feed shows the real state of global macro in real time, from the people who actually understand it.

02
The World Right Now

The whole landscape, at a glance.

Above the feed sits a live, structured view of the top macro narratives forming globally at this moment, assembled from everything moving through Arcana. Where consensus is building, where the best minds diverge, and what is accelerating.

03
Why It Matters

Clarity for readers. Reach for thinkers.

For readers, it is the end of assembling the macro picture from a dozen sources every morning. For thinkers, it is distribution that rewards quality over outrage, with no algorithm to bury the work.

04
Key Features
Real-time posts from verified macro creators
Market-moving news and analysis
Topic and asset-class filtering
Save, share, and build your library
The World Right Now, live narrative tracking
How Arcana compares
ArcanaXSubstack
Real-time macro signal
Verified expert creators
Topic and asset filtering
Market data built in
No algorithmic noise

One feed. The entire macro world.

Product · Insights

See what the market cannot show you.

Three layers of intelligence in one view: what the credentialed minds are saying, what serious readers actually think, and what real money is pricing in. Plus the divergence between them, which is where the signal lives.

Three layers Divergence Real-time
Creator vs CrowdLIVE
US Rate Cuts
Creator 64% · Crowd 38%
-26pt
Gold
Creator 78% · Crowd 71%
+7pt
Bitcoin
Creator 68% · Crowd 62%
+6pt
Recession
Creator 22% · Crowd 29%
-7pt
01
Three Layers of Intelligence

Experts, readers, and real money, together.

Arcana reads three signals at once. Creator Intelligence is what the credentialed minds are saying. User Sentiment is what serious subscribers actually think, drawn from communities and conviction signals. Crowd Conviction is what real money is pricing in prediction markets. One screen, the whole picture.

02
Divergence & Conviction

Where the layers disagree is the signal.

The sharpest edge in macro is disagreement. Arcana surfaces it automatically: where consensus is forming, where conviction is rising or fading, and where the experts and the crowd pull apart. Creator versus crowd divergence is the alpha signal the rest of the market cannot see.

03
The Institutional Layer

A product the market has never had.

The same enrichment that powers the consumer experience becomes a structured, real-time intelligence feed for the institutions that allocate serious capital. No additional build. Simply the platform operating as designed.

04
Key Features
Creator, user, and crowd intelligence in one view
Consensus and conviction tracking
Creator vs crowd divergence alerts
Narrative acceleration and conviction change
A structured, real-time institutional feed
How Arcana compares
Arcana InsightsTerminalsSocial feeds
Tracks expert conviction
Creator vs crowd divergence
Narrative acceleration
Real-time and structured
The thinking, not just the price

The clearest view in macro.

Product · Arcana Live

When markets move, the experts go live.

The moment something breaks, the world's best macro analysts go live on Arcana within minutes. Real analysis from the people who understand what just happened. Not journalists. Not commentators.

Within minutes Credentialed Live
LIVE42:362,866 watching
BD
Brent Donnelly
FX & Macro Trader · Tier 1
LIVE NOW
Bearish USDBullish BondsFed PolicyHigh Signal
01
What It Is

The people who actually know.

When a central bank surprises, a currency breaks, or a market moves, the analysts who understand it go live on Arcana within minutes. You hear from the people who have traded and studied these moments, while they are still unfolding.

02
The Reflex

The habit macro never had.

Breaking moments are when clarity matters most and is hardest to find. Arcana Live turns those moments into a daily reflex, the first place serious people turn when something happens.

03
Why It Matters

Signal in the moments that count.

Readers get real, real-time clarity from credentialed experts instead of hot takes. Thinkers get an immediate, powerful way to reach their audience the moment it matters most.

04
Key Features
Credentialed experts, not commentators
Live Q&A with the analysts
Breaking analysis within minutes
On-demand replays
Built for macro
How Arcana compares
Arcana LiveYouTube LiveZoom
Expert-verified speakers
Expert-led Q&A
No ads, no distractions
On-demand replays
Built for macro

Be there the moment it happens.

Product · Arcana TV

Long-form macro. Permanently hosted.

Interviews, documentaries, and original series from the world's best macro minds. Permanently hosted, never demonetised, never removed, and connected to the intelligence layer.

Permanent Never demonetised Connected
Yen Intervention History · 30 Years of BoJ Policy
Richard Werner · 8,241 views · 47 min
01
What It Is

The depth a feed cannot hold.

Interviews, documentaries, and original series from the world's best macro minds. The long-form home for the ideas that need room to breathe.

02
The Promise

Never deplatformed. Never demonetised.

Every video is permanently hosted, never removed, and never demonetised. For creators who have been burned by platforms that punish them, that promise is the product.

03
Why It Matters

A serious library, a real home.

Readers get a permanent library of the best macro thinking, all connected to the intelligence layer. Creators get a home built on trust, not the whims of an algorithm.

04
Key Features
Original interviews and documentaries
In-depth sessions with leading experts
Permanently hosted, never removed
Never demonetised
Connected to the intelligence layer
How Arcana compares
Arcana TVYouTubeNetflix
Macro-focused
Expert-led
No algorithmic feed
Ad-free experience
Supports creators

Long-form macro, here for good.

Product · Communities

Private networks around the best minds.

High-signal, subscription-based communities built around individual thinkers. Sticky, exclusive, and free of noise.

Private Subscription High-signal
PS
Peter Schiff's Community
724 members · 32 online
Pinned: Gold has broken above $2,400. Expecting $2,500 next.
PS
Peter Schiff Creator
Gold's breakout looks imminent. Supply concerns and central bank buying are fuelling the $2,500 target.
48 likes · 12 replies
01
What It Is

A room with the right people.

Private, subscription-based networks built around individual thinkers. High-signal, exclusive, and free of the noise that fills public platforms.

02
For Creators

A business within a business.

Communities turn an audience into a durable, recurring relationship, owned by the creator and sticky by design. A subscription business inside the subscription.

03
Why It Matters

Access, depth, retention.

Readers get direct access to the minds they trust and the peers who think like them. Creators get retention and ownership that advertising-based platforms can never match.

04
Key Features
Private, invite-quality networks
Expert moderation
Topic-specific channels
File sharing and resources
High-signal, no public noise
How Arcana compares
ArcanaDiscordReddit
Verified members
Expert moderation
High-signal discussion
No public noise
Built for professionals

The best minds, behind one door.

Features

Everything else, included.

Beyond the core products, every Arcana subscription includes the supporting features that make the whole platform work as one. No upsells, no add-ons.

Markets
Live prices, rates, and macro data, connected to the analysis that explains them.
Most loved
The World Right Now
A live, structured view of the top macro narratives forming globally at this moment.
Topics
Follow the themes that matter and see every credentialed voice on each one.
Newsroom
Structured, real-time macro news, enriched and tied to the analysis around it.
Most loved
Creator Record
Every call pinned to price and resolved automatically. Conviction you can verify.

One platform. One subscription.

Feature · Markets

Live markets, in full context.

Prices, rates, currencies, and key macro data sit alongside the analysis that explains them, so the number and its meaning finally live in the same place.

Live data In context Real-time
MarketsLIVE
Gold
Spot · $2,418
+1.2%
US 10Y
Yield · 4.21%
-3bps
DXY
Dollar Index · 104.2
-0.4%
BTC
Bitcoin · $68,240
+2.8%
01
What It Is

The number and the meaning, together.

Markets brings live prices, rates, currencies, and macro data into Arcana, connected to the posts and narratives that explain them. No switching between a terminal and a feed to understand a move.

02
Connected

Tied to the intelligence layer.

Every instrument links to the analysis around it. When gold moves, the best thinking on why is one click away, already tagged, scored, and connected.

03
Why It Matters

Context where it counts.

Data without interpretation is noise. Markets pairs the move with the meaning, from the people who actually understand it.

Where the data meets the thinking.

Feature · The World Right Now

The whole macro world, at a glance.

A live, structured view of the top narratives forming across global macro at this moment, assembled automatically from everything moving through Arcana.

Global Live Structured
The World Right NowLIVE
1
Gold breaking higher
Central bank buying, falling real yields
78%
2
US rate cut repricing
Markets debating timing as inflation cools
64%
3
China stimulus expectations
Policy support boosting growth
70%
4
BTC momentum building
Institutional flows and ETF demand
68%
01
What It Is

The top of the macro world, right now.

Above the feed sits a live ranking of the narratives forming globally at this moment: where consensus is building, where the best minds diverge, and what is accelerating.

02
How It Works

Built from the whole platform.

It is assembled automatically from every post moving through Arcana, scored and connected by the intelligence layer. Not an editor's opinion, but the real state of the conversation.

03
Why It Matters

Clarity in thirty seconds.

Instead of assembling the macro picture from a dozen sources every morning, you see it in a single structured view, updated in real time.

The macro world, in one view.

Feature · Topics

Every macro topic, fully mapped.

Follow the themes that matter, Fed policy, gold, energy, currencies, and see every credentialed voice on each one in a single, structured view.

Tagged Connected Followable
TopicsLIVE
Fed Policy
38 analysts following
Dovish
Gold
24 analysts following
Diverging
Energy
19 analysts following
Bullish
JPY
15 analysts following
Mixed
01
What It Is

One theme, every mind.

Each topic gathers everything Arcana knows about it: the posts, the live sessions, the video, and the consensus and divergence across the best minds following it.

02
Three-Layer Tagging

Precision, not keywords.

Every post is classified across topic, asset, and theme by the intelligence layer, so a topic page is a true map of the thinking, not a crude keyword search.

03
Why It Matters

Go deep on what you care about.

Follow the themes that move your portfolio and let the best analysis on each come to you, already structured and connected.

Follow the themes that matter.

Feature · Newsroom

Macro news, enriched and connected.

Structured, real-time macro news, tagged and tied to the analysis around it, so the story and its interpretation arrive together.

Real-time Connected High-signal
NewsroomLIVE
ECB holds rates, signals summer cut
4 minutes ago
Rates
US CPI cools to 2.9% year on year
22 minutes ago
Inflation
PBoC adds liquidity as growth slows
1 hour ago
China
01
What It Is

The story and the analysis, together.

The Newsroom brings structured macro news into Arcana, each item enriched by the intelligence layer and linked to the creators and narratives responding to it.

02
Built for Signal

News without the noise.

No clickbait, no churn. Just the developments that move global macro, connected to the people who can actually explain them.

03
Why It Matters

Understand it as it happens.

When something breaks, you see the news and the best interpretation of it in the same place, in real time.

News that comes with understanding.

Feature · Creator Record

Every call, on the record.

When a creator makes a call, it is pinned to price and resolved automatically. Conviction you can verify, settled by outcomes, not opinion.

On the record Pinned to price Auto-resolved
Creator RecordLIVE
Gold above $2,400 by Q2
Richard Werner · Resolved
Right +6.2%
USD lower into year-end
Brent Donnelly · Open
Tracking
10Y yield breaks 4.5%
Jim Bianco · Resolved
Right
01
What It Is

A verifiable track record.

Every call a creator makes is recorded and pinned to the market. As price moves, the Creator Record settles who was right, automatically.

02
Settled by Outcomes

Not Arcana. Not a feed algorithm.

No one grades the call by hand. The market does. The Record removes the spin and shows the honest history behind every voice on the platform.

03
Why It Matters

Trust you can check.

Readers can see who has actually been right over time. Creators with real conviction finally have a way to prove it.

Conviction, on the record.

Foundation

Built for where financial media is going.

The future will not be fragmented or algorithm-driven. It will be built around individuals, connected through infrastructure that lets ideas move freely, scale globally, and compound over time.

01
The Shift

Financial media is changing.

For a generation, financial information flowed through a handful of terminals, networks, and publishers. That era is closing. The most valuable thinking now comes from individuals, yet it lives scattered across platforms that were never built to hold it. The shift underway is from institutions that broadcast to infrastructure that connects.

02
The Thesis

Information becomes infrastructure.

The most enduring businesses in finance were built on information that others came to depend on. Arcana applies that principle to the input that matters most and is least organised: the world's best macro thinking. Structured, connected, and made accessible in real time, it stops being noise and starts being infrastructure.

03
Why It Lasts

Advantages that compound.

Arcana is built so its advantages deepen with every day it operates.

The Network
Bringing the world's best macro minds together takes relationships and credibility that cannot be replicated quickly.
The Dataset
Every post understood and connected adds to a body of macro intelligence that compounds daily and cannot be back-filled.
The Trust
Permanent hosting, fair monetisation, and no arbitrary removal build a loyalty that advertising platforms cannot match.
The Standard
An application-only top tier protects signal quality even as the platform scales.
Top 1%
Vetted creators only
Global
One connected audience
High Signal
Quality over noise
Compounds
Ideas that create impact
04
The End State

The home of global macro.

None of this is a small undertaking. The macro world is the intellectual foundation beneath how trillions in capital are allocated every day. Building the infrastructure that connects its thinkers, structures their intelligence, and makes it accessible is the work of building something lasting. That is what Arcana is for.

Built for the next generation of macro.

Search creators, posts, topics, markets...
See all results for "Fed policy"
Tier 1 Creators
Brent Donnelly Tier 1 Creator — Verified Elite
FX & Macro Trader
12.4K followers · 847 posts
RW
Richard Werner Tier 1 Creator — Verified Elite
Economist · Author of Princes of the Yen
9.8K followers · 412 posts
ML
Michael Lebowitz Tier 1 Creator — Verified Elite
Macro Analyst · Real Investment Advice
7.2K followers · 634 posts
AT
Adam Taggart Tier 1 Creator — Verified Elite
Wealthion Founder · Macro Media
6.1K followers · 298 posts
Tier 2 Creators
JG
James Griffin Tier 2 Creator — Verified
Emerging Markets Analyst
1.4K followers · 89 posts
SC
Sarah Chen Tier 2 Creator — Verified
Commodities & Energy Analyst
980 followers · 67 posts
Topics
US Rate Cuts Debate
124 posts · 18 creators
+340%
Gold Price Breakout
89 posts · 12 creators
+180%
De-dollarisation
78 posts · 9 creators
+210%
4
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Tier 1 Creators
Brent Donnelly Tier 1 Creator — Verified Elite
Hey — did you catch the CPI data this morning? My take is rates stay...
2m
RW
Richard Werner Tier 1 Creator — Verified Elite
The credit creation thesis is playing out exactly as predicted...
14m
ML
Michael Lebowitz Tier 1 Creator — Verified Elite
Great analysis on the yield curve. The inversion is signalling...
1h
AT
Adam Taggart Tier 1 Creator — Verified Elite
Would love to have you on Wealthion to discuss the gold narrative...
3h
Tier 2 Creators
JG
James Griffin Tier 2 Creator — Verified
Really enjoyed your post on EM currency flows — any chance of a...
5h
SC
Sarah Chen Tier 2 Creator — Verified
The commodities piece was incredible. Quick question about copper...
7h
Followers
MH
Marcus H. · Follower
This is exactly what I needed — subscribed immediately after...
1d
PK
Priya K. · Follower
Your gold analysis changed my entire outlook on the sector...
1d
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The World Right Now LIVE
View all narratives
Live signal on the most important macro narratives moving the markets.
1
🥇
Gold breaking higher
Central bank buying and falling real yields.
78%
Bullish
2
🏛
US rate cut repricing
Markets debating timing of cuts as inflation cools.
64%
Mixed
3
🚩
China stimulus expectations
Policy support and liquidity measures boosting growth.
70%
Bullish
4
BTC momentum building
Institutional flows and ETF demand supporting levels.
68%
Bullish
5
🤖
AI infrastructure boom
Capex surge across hyperscalers and chip demand.
81%
Very Bullish
CONSENSUS RISING
78%
Top macro contributors turning bullish on commodities.
12% vs last 7 days
DIVERGENCE ALERT
Strong disagreement forming around US rates outlook.
High divergence
NARRATIVE ACCEL.
+340%
De-dollarisation mentions over last 7 days.
340% vs last 7 days
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For You
Following
Newsroom
Brent Donnelly Tier 1 Creator — Verified Elite
Macro Trader & Author · 2h
Rates
Rates are staying higher for longer. The market is underestimating how sticky inflation really is.
US Treasury yield chart
142
35
18
LC
Livia Chen Tier 1 Creator — Verified Elite
Commodity Analyst · 3h
Gold
Gold breakout could be the start of a larger move. Central banks are buying, and real yields are rolling over.
Gold price breakout chart
201
47
26
MP
Marcus Park Tier 1 Creator — Verified Elite
BTC Strategist · 4h
BTC
ETF inflows hit $400M again today. Institutional demand isn't slowing — this is the structural bid everyone underestimated.
Bitcoin ETF inflows chart
318
64
52
SR
Sofia Reyes Tier 1 Creator — Verified Elite
Macro Strategist · 5h
Macro
China's PMI surprise is being underpriced. If stimulus really kicks in Q3, commodity exporters are the play — not tech.
189
41
33
Trending Creators View all
1
Brent Donnelly
FX & Macro Trader
2
RW
Richard Werner
Economist & Author
3
ML
Michael Lebowitz
Macro Analyst
4
AT
Adam Taggart
Wealthion Founder
5
LC
Livia Chen
Commodity Analyst
AveryAnalyst
Your private macro analyst
Ask Avery anything…
Trending Topics View all
1
US Rate Cuts Debate
124 posts
2
Gold Price Breakout
89 posts
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De-dollarisation
78 posts
4
AI Infrastructure Boom
64 posts
5
Oil Supply Concerns
52 posts
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Brent Donnelly Tier 1 Creator — Verified Elite
FX & Macro Trader
One of the world's most respected voices in FX and macro markets. 25+ years trading experience. Author of The Art of Currency Trading. Publishing exclusively on Arcana.
12.4K
Followers
847
Posts
94K
Followers
4.2K
Community
FX Rates Macro G10 Central Banks
Latest Post
Rates are staying higher for longer. The market is underestimating how sticky inflation really is. Every soft landing narrative gets tested eventually...
2h ago · 318 likes · 64 comments
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