Archive - Macro Notes

The Nuclear Fuel Sovereignty Race

Sometimes, a good way to build an investment thesis is to look at the direction history is taking, and then think a few steps ahead.

4 hrs ago • Macro Notes

The $5 Trillion Opportunity to Turn Intelligence Into Movement - Macro Podcast 002

22 hrs ago • Macro Notes

MacroNotes.com and what’s next

Today, I want to take you behind the scenes of Macro Notes—and share what I’m building next.

Oct 7 • Macro Notes

Information Is No Longer Your Investing Edge

Twenty years ago, a meaningful part of an investor’s edge came from access to information.

Oct 5 • Macro Notes

September 2026

Five Investment Theses We’re Watching Closely

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…

Sep 29 • Macro Notes

This Simple Rules-Based Strategy Keeps Outperforming the S&P 500

An experienced investor explains how a simple systematic approach can increase returns significantly.

Sep 28 • Macro Notes and MarketFighter

I’ve recently become obsessed with a private company you may have already heard of: Boom Supersonic.

Sep 24 • Pierre MJ and Macro Notes

A Quick Update on Macro Notes

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.

Sep 22 • Macro Notes

The $40 Billion Race to Stop the Cheap Drone Threat

I have covered defence quite a lot on Macro Notes over the past few years, European defence in particular.

Sep 16 • Macro Notes

The $5 Trillion Opportunity to Turn Intelligence Into Movement

When we think about AI, we think about ChatGPT, Claude, AI agents in CRMs, and all kinds of applications serving the virtual world.

Sep 9 • Macro Notes and Pierre MJ

Europe’s €800 Billion Rearmament Has a China Problem

The mission of Macro Notes and the platform we’re building, Altis.finance, is to help you discover compelling investment theses before they pass you by.

Sep 5 • Macro Notes

The $1.6 Trillion Asset Becoming Collateral

Bitcoin is one of the most liquid assets in crypto.

Sep 4 • Pierre MJ and Macro Notes

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