HeyJaredMacro Notes
Contrarian investment theses on the macro shifts most investors are ignoring
- Indexed issues, last 90 days
- 15
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- Sep 29, 2026
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- Aug 5, 2026
Latest issues
Five Investment Theses We’re Watching Closely (opens the original)
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Over the past two years, we have explored several themes at Macro Notes: European rearmament, GLP-1 treatments, and the role of fiber optics in digital infrastructure.Some of these theses have led to very attractive opportunities. They shared a common starting point: a change was becoming visible in the economy, and we wanted to understand which companies could benefit.But past opportunities do not answer the question that matters to us today: where could the next ones come from?So I wanted to s
This Simple Rules-Based Strategy Keeps Outperforming the S&P 500 (opens the original)
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Today’s edition is a guest post from MarketFighter, an investor who takes a very different approach from the thesis-driven research we usually publish at Macro Notes.Instead of trying to forecast where markets are heading, his strategy systematically reacts to what markets are already doing.I thought it was worth sharing because it offers a very different answer to a question every investor eventually faces: how much of investing should actually depend on our judgment?Outperforming the market in
Boom (opens the original)
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I’ve recently become obsessed with a private company you may have already heard of: Boom Supersonic.And not because I suddenly became interested in aviation, but because a company whose mission is to bring commercial supersonic flights back has actually developed a very innovative solution to one of the biggest problems facing artificial intelligence infrastructure.And that’s what I want to talk about today.Something Elon Musk often says, and which is probably behind his ability to build such su
A Quick Update on Macro Notes (opens the original)
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I regularly share a quick update on how the newsletter is evolving, and today I wanted to give you the latest on where Macro Notes stands.Macro Notes is becoming one of the largest macro and finance newsletters on Substack.We’re now close to reaching 1,000 Premium subscribers and 100 Founding members — a milestone I expect us to hit by the end of the year, in line with the goals we set for 2026.On the readership side, we recently removed around 5,000 inactive accounts, which temporarily brought
The $40 Billion Race to Stop the Cheap Drone Threat (opens the original)
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I have covered defence quite a lot on Macro Notes over the past few years, European defence in particular.It is one of the easier themes for me to investigate because I spend a lot of time in Eastern Europe, not very far from the Ukrainian border. The consequences of what is happening in Ukraine are much more visible here than they are from London.But after the drone and missile attacks that reached Dubai earlier this year, there was another defence theme I started paying much more attention to:
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