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Publication // Intelligence

Macro Notes

Business · English

Macro Notes publishes weekly business articles and podcast episodes analyzing specific investment theses in sectors such as supersonic aviation, sovereign AI, precision oncology, and fiber optics. The publication targets investors seeking data-driven insights into high-growth markets, often pairing analytical pieces with portfolio performance updates and sponsored content from its partner, CoinRabbit.

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Boom

A Quick Update on Macro Notes

The $40 Billion Race to Stop the Cheap Drone Threat

The $5 Trillion Opportunity to Turn Intelligence Into Movement

Europe’s €800 Billion Rearmament Has a China Problem

The $1.6 Trillion Asset Becoming Collateral

The Strange Economics of the $200 Billion Tanker Market

AI Is Creating a Memory Inflation Shock

The $600 Billion Sovereign AI Race - Macro Notes Podcast 001

The $202 Billion Precision Oncology Thesis

The $600 Billion Sovereign AI Race

+90.7% Romanian Banking Thesis

Topics

supersonic aviation Aerodynamics turbofan engines afterburners commercial aviation economics

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portfolio managers investors technology investors financial analysts macro investors Aviation engineers Aerospace industry professionals Commercial aviation executives

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Recent guests

Solo Capitalist

Author of high-conviction concentrated investing portfolios on Altis.finance

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Contributor sharing a macro dashboard portfolio on Altis.finance

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