Macro Notes delivers independent research on macro investing, connecting global trends to investment opportunities.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 143 | Founded | a year ago | Last Issue | 2 days ago |
| Active | |||||
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Our 7-Step Process for Finding Investment Opportunities
When you’re trying to enter a highly competitive market, where companies are constantly fighting over prices, the first question I like to ask is a very simple one:
When you’re trying to enter a highly competitive market, where companies a...
China's AI Infrastructure Paradox
Right now, I’m taking a closer look at AI infrastructure in China.
Right now, I’m taking a closer look at AI infrastructure in China.
The Neurotechnology Economy: Identifying the Next Trillion-Dollar Markets
In June 2025, Neuralink announced a $650 million funding round.
In June 2025, Neuralink announced a $650 million funding round.
Introducing Macro Notes Desk + Free Lifetime Public Markets Premium
In this edition of Macro Notes Weekly, we’re sharing several exciting announcements: the launch of Macro Notes Desk, our new Substack community chat; a special offer for newsletter sponsors; and a new benefit for our Premium members, includ...
Why I'm Betting on Security, Not Infrastructure
Here is my thesis on AI for 2027.
Here is my thesis on AI for 2027.
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Authors
The writers behind this newsletter.
Macro Notes is a macro investing newsletter. Each week, we explore promising investment theses to identify the best opportunities across sectors such as healthcare, AI infrastructure, and defense.
Systematic investor and engineer. Quit my job at 41 using the simple ETF strategy I share here. Trusted by hundreds of paid members and 4,500+ subscribers. Investing since 2004.
Founder of MacroNotes.com. I write about global shifts, emerging industries, and overlooked businesses — and what they mean for investors.
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