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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 74 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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jackbowman.substack.comLatest Issues
The Big E
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 #58—Week of August 10th, 2026
- Nonstop Earnings For...
Taking Rates Into Their Own Hands
The bond vigilantes return, we witness hedge fund violence, [economy], and the S&P 500 trails the TMO portfolio by 4.85% YoY.
Welcome to this week’s edition of The Macro Obsession.
Jevons is the Bull Case
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 #56—Week of July 27th, 2026
- Mr. Market Hates CapEx...
Buying The SaaSpocalypse
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 #55—Week of July 20th, 2026
- Software CEO vs. Averag...
Too Bullish for the Circumstances
I revise my SPX target, Jesus futures don't yield what they used to, the dollar might be breaking out to the upside, and tech insiders set a new record.
Welcome to this week’s edition of The Macro Obsession.
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
Financial Market Intelligence | Writes the Macro Obsession | Strategizer @ PiTrade | Top 5% of TipRanks Experts | Followed by 10K+ Investors | jackbowman.link
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