The Macro Obsession
Jack BowmanUpdate your priors every Sunday. TMO is macro storytelling for investors, operators, and curious generalists; it's chart-heavy, data-driven, anti-stagnation, and skeptical without doomerism.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 60 | Founded | a year ago | Last Issue | 45 hours ago |
| Active | |||||
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jackbowman.substack.comLatest Issues
Wait, It's All AI?
Welcome to this week’s edition of The Macro Obsession.
The best round-up of current events and trends in finance, tech, and the real economy currently in your inbox!
Issue #51—Week of June 22nd, 2026
- AI Is the Market—Always...
Hormuz Reopens — I Don't Get the Investment Fund
Today we talk markets and macro:
-
Hormuz is open, but there aren’t enough ships yet to call defeat for oil.
-
We will invest in Iran, but who would do that?
Follow me @ https://jackbowman.link/follow
Disclaime...
Warsh Gets Consensus — Grok Learns To Code
Today we talk markets and macro:
- FOMC meeting; the Fed holds rates; Warsh speaks
- SpaceX trades wildly; Cursor is sold for $60B; Grokcoding Commences
Follow me @ https://jackbowman.link/follow
Disclaimer: All opinions are...
Slopocalypse
Welcome to this week’s edition of The Macro Obsession.
The best round-up of current events and trends in finance, tech, and the real economy currently in your inbox!
Issue #50—Week of June 15th, 2026
- Shovelware a la Claude...
Bloody Friday
Welcome to this week’s edition of The Macro Obsession.
The best round-up of current events and trends in finance, tech, and the real economy currently in your inbox!
Issue #49—Week of June 8th, 2026
- Risk Off, Everywhere, Al...
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The writers behind this newsletter.
Columnist, portfolio manager, top 5% TipRanks, econ wonk, techno-empiricist; followed by 10k+ investors; invite me onto your podcast!
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