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The Macro Obsession

Jack Bowman

Update 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
Substack
PricingFreemiumPublishesTwice weekly
Issues71Foundeda year agoLast Issue3 days ago
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Latest Issues

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...
3 days ago
9

Too Bullish for the Circumstances

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 #54—Week of July 13th, 2026

  • SPX to 9,500 is Dead...
10 days ago
7
3

The Government gets in on the AI Trade

Today on TMO On The Go we talk about the government getting in on OpenAI and maybe Anthropic too.

Follow me @ https://jackbowman.link/follow

Subscribe to my free weekly newsletter:
https://jackbowman.link/newsletter

Disclai...

16 days ago
2

A Year's Worth of Obsessions

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 #53—Week of July 6th, 2026


Hey folks,

I wrote t...

17 days ago
8

Uh-oh, ships are doing U-turns in Hormuz

Markets and macro discussion on July 4, 2026 with Jack Bowman.

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Subscribe to my free weekly newsletter:
https://jackbowman.link/newsletter

Disclaimer: All opinions are my own and do...

17 days ago
1

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  • Jack Bowman

    Financial Market Intelligence | Writes the Macro Obsession | Strategizer @ PiTrade | Top ​5% of TipRanks Experts | Followed by 10K+ Investors | jackbowman.link

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