Contrarian investment theses on the macro shifts most investors are ignoring
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 127 | Founded | a year ago | Last Issue | 19 days ago |
| Active | |||||
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Five Investment Theses We’re Watching Closely
Over the past two years, we have explored several themes at Macro Notes: European rearmament, GLP-1 treatments, and the role of fiber optics in digital infrastructure.
Some of these theses have led to very attractive opportunities. They sh...
This Simple Rules-Based Strategy Keeps Outperforming the S&P 500
Today’s edition is a guest post from MarketFighter, an investor who takes a very different approach from the thesis-driven research we usually publish at Macro Notes.
Instead of trying to forecast where markets are heading, his strategy sy...
Boom
I’ve recently become obsessed with a private company you may have already heard of: Boom Supersonic.
And not because I suddenly became interested in aviation, but because a company whose mission is to bring commercial supersonic flights ba...
A Quick Update on Macro Notes
I regularly share a quick update on how the newsletter is evolving, and today I wanted to give you the latest on where Macro Notes stands.
Macro Notes is becoming one of the largest macro and finance newsletters on Substack.
We’re now clo...
The $40 Billion Race to Stop the Cheap Drone Threat
I have covered defence quite a lot on Macro Notes over the past few years, European defence in particular.
I have covered defence quite a lot on Macro Notes over the past few years, European defence in particular.
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Authors
The writers behind this newsletter.
Founder of MacroNotes.com. I write about global shifts, emerging industries, and overlooked businesses — and what they mean for investors.
Data-driven investor and software engineer. Recently quit my job thanks to a simple ETF strategy I've followed for years. Sharing my complete strategy with a growing community of rational investors.
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