Your Weekly Note, and What You Actually Do With It

Tool Lab: Writing Your Weekly Macro Note

You've built five dashboard inputs across this level. Now you synthesise them into a single document: the Weekly Macro Note. This is a 1-page assessment that captures your current market view and translates it into specific portfolio actions.

The Weekly Macro Note Template

Write this every Sunday. It should take 15-20 minutes after you've completed your dashboard inputs.

Section 1: Market Environment (3-4 sentences)

Summarise the macro conditions in plain language. The readings in the example below are illustrative; fill in the week's actual numbers.

Example: "Global liquidity is expanding, because the Fed held rates and signalled future cuts. DXY is weakening (102 that week), which historically supports crypto. BTC is in an uptrend on the weekly chart, above 62 lakh INR that week with support at 58 lakh. BTC.D is flat at 52%, suggesting we're in a transition zone between BTC-dominant and altcoin rotation."

Section 2: Dashboard Summary Table

Section 3: Key Catalysts This Week

List 2-3 events in the coming week that could affect your portfolio:

• "Fed meeting Wednesday, rate decision expected. If dovish, crypto likely rallies."
• "Token X cliff unlock Friday, 8% of supply. Reduce satellite position by 50% before Thursday."
• "India Union Budget session. Watch for any crypto tax mentions."

Section 4: Portfolio Action Items

Based on your dashboard signals, list specific actions for this week:

• "Continue weekly DCA into BTC and ETH (no change)"
• "Add 5% satellite position in [AI token] based on narrative momentum"
• "Reduce Token X position before Friday unlock"
• "Increase stablecoin reserve from 8% to 10% (caution ahead of Fed)"

Section 5: Confidence Level

Rate your overall confidence in this week's read:

• High confidence: Multiple dashboard inputs agree, macro is clear, trend is established
• Medium confidence: Some inputs conflict, or major event could change everything
• Low confidence: Too many unknowns, conflicting signals, major uncertainty

If confidence is low, the best action is usually: do nothing beyond your standing DCA plan.

Why This Works

The Weekly Macro Note serves three purposes:

1. Forces synthesis: You can't write a coherent note without actually understanding what your dashboard inputs mean together. The act of writing reveals gaps.

2. Creates accountability: You can review last week's note and check whether your read was correct. Over time, you learn which signals you read well and which you miss.

3. Prevents reaction trading: When a headline hits during the week and you feel the urge to act, open your macro note. Does the news change your macro view? If not, stick to the plan.

Quick Recap

• Write a 1-page Weekly Macro Note every Sunday after completing your dashboard
• Five sections: market environment, dashboard table, catalysts, action items, confidence level
• The note forces synthesis, creates accountability, and prevents reaction trading
• Low confidence = do nothing beyond standing plans
• Review last week's note before writing this week's, and learn from your reads

Checklist

• Complete all 5 dashboard inputs before starting the macro note
• Write each section of the note, with no blank sections
• List specific portfolio actions (not vague intentions)
• Rate your confidence level honestly
• Review last week's note. Was your read correct?

Common Mistakes

• Skipping the note because "I'll remember". You won't, and you can't review what you didn't write
• Making action items too vague ("consider adding altcoins") instead of specific ("add 5% position in Token X")
• Always rating confidence as "high", when overconfidence is the most dangerous bias in investing
• Not reviewing past notes, when the learning loop is the most valuable part of this exercise