Contrarian investment theses on the macro shifts most investors are ignoring
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 125 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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macronotes.substack.comLatest Issues
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.
The $5 Trillion Opportunity to Turn Intelligence Into Movement
When we think about AI, we think about ChatGPT, Claude, AI agents in CRMs, and all kinds of applications serving the virtual world.
When we think about AI, we think about ChatGPT, Claude, AI agents in CRMs, and all kinds of applications se...
Europe’s €800 Billion Rearmament Has a China Problem
The mission of Macro Notes and the platform we’re building, Altis.finance, is to help you discover compelling investment theses before they pass you by.
For me, the most effective way to invest over the medium to long term has always been...
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Co-author of Macro Notes, publisher of finance newsletters
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