Macro · Stock picks newsletter
Macro Notes: review of price, cadence & strategy
From big global shifts down to the companies positioned to benefit.
Macro Notes is written by Pierre, founder of MacroNotes.com. It starts from big trends (technology, geopolitics, industrial policy, capital spending, supply constraints), works down to industries and companies, and keeps following each thesis as it develops. Prices are the publication's web subscription prices on Substack.
Want to see what you get before paying? Read recent issues in the official archive.
Facts checked on 2026-10-22 at the official page. Prices can change; confirm before you subscribe. We do not publish ratings or performance claims.
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