Contrarian investment theses on the macro shifts most investors are ignoring
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 77 | Founded | 9 months ago | Last Issue | 10 days ago |
| Active | |||||
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Marked to Reality
On May 4, I told you to keep your eyes on one thing above everything else this quarter: the changing of the guard at the head of the Federal Reserve, from Jerome Powell to Kevin Warsh.
On May 4, I told you to keep your eyes on one thing ab...
The Nuclear AI Trade
Oklo touched one hundred and ninety-three dollars and change in October.
Oklo touched one hundred and ninety-three dollars and change in October.
The Forgotten Cartel Behind Every Missile
In April 2026, the Federal Trade Commission received a strange letter.
In April 2026, the Federal Trade Commission received a strange letter.
What They're Not Telling You About AMD
AMD closed Friday at four hundred and fifty-five dollars and change.
AMD closed Friday at four hundred and fifty-five dollars and change.
The $1 Trillion Cardiovascular Reset
One of my biggest obsessions right now is the pharmaceutical sector.
One of my biggest obsessions right now is the pharmaceutical sector.
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Co-author of Macro Notes, publisher of finance newsletters
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