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 | 83 | Founded | a year ago | Last Issue | 34 hours ago |
| Active | |||||
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jackbowman.substack.comLatest Issues
Bondbrain
Welcome to this week’s edition of The Macro Obsession.
Issue #67—Week of October 12th, 2026
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Duration Speculation
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Hedge Fund Reorientation
Hey folks,
I’ve been busy building something cool. I’m starting an investin...
Duration Nation + Portfolio Update
The bond market calls to me and it’s giving me mixed signals.
Welcome to this week’s edition of The Macro Obsession.
I Built My Own Index
Welcome to this week’s edition of The Macro Obsession.
Issue #65—Week of September 28th, 2026
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Profits Justify Price
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Profit Dynamics
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Invest in the Live Strategy
This fact keeps me up at night: 50% of the S&P 50...
Light Traffic, Heavy Flows
Welcome to this week’s edition of The Macro Obsession.
Issue #64—Week of September 21st, 2026
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Wartime Counterfactual
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Burgers vs. Phones
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Chinese Rockefeller (Redux)
Finance
Wartime Counterfact...
Twisted Markets
Tech gives us more reasons to be bullish, an update on the AI duopsony, and multifamily mortgages hit a new record.
Welcome to this week’s edition of The Macro Obsession.
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Co-Founder, ETF Portfolio Mechanics | Writes the Macro Obsession | Top 5% of TipRanks Experts | ETFMechanics.com
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