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 | 79 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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jackbowman.substack.comLatest Issues
Twisted Markets
Welcome to this week’s edition of The Macro Obsession.
Issue #63—Week of September 14th, 2026
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Tech Profits Take Off
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Duopsony (Redux)
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Housing Buyers Begone!
Finance
Tech Profits Take Off
Foll...
Major Model Portfolio Updates
The TMO Model Portfolio beat the S&P 500 in its lifetime, but it’s being retired. New model portfolios take its place.
Welcome to this week’s edition of The Macro Obsession.
Duopsony
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 #61—Week of August 31st, 2026
- Tech Stock Equilibriu...
Minimum Volatility On My Mind
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 #60—Week of August 24th, 2026
- Low Beta, High Alpha...
Return on Token (“ROT”)
Hedge funds fight the carry trade with more carry, fundamental analysis gets an AI-flavored update, and the Chinese fight for currency dominance.
Welcome to this week’s edition of The Macro Obsession.
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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