# Macro Notes

> Contrarian investment theses on the macro shifts most investors are ignoring.

- **Platform:** substack
- **Category:** Finance
- **Subscribers:** 60K
- **Paid subscribers:** 2K
- **Last updated:** 2026-09-11
- **URL:** https://macronotes.substack.com
- **Profile:** https://newsletterinsights.io/newsletter/macronotes

## Recent Posts

- [China Controls 94% of the Magnets Inside Every Weapon, EV, and Wind Turbine on Earth. Here’s How I’m Betting on the Collapse of That Monopoly.](https://macronotes.substack.com/p/china-controls-94-of-the-magnets)
- [War is printing money right now - how I'm positioned](https://macronotes.substack.com/p/war-is-printing-money-right-now-how)
- [The $5,000 Asset That Central Banks Are Panic-Buying — And What It Means for Your Portfolio](https://macronotes.substack.com/p/the-5000-asset-that-central-banks)
- [Copper Is the New Oil — And Nobody’s Paying Attention](https://macronotes.substack.com/p/copper-is-the-new-oil-and-nobodys)
- [AI Has a Power Problem Nobody Wants to See. One Commodity Solves It.](https://macronotes.substack.com/p/ai-has-a-power-problem-nobody-wants)
- [The Defense Investor's Playbook: How I'm Playing the $2.6 Trillion Rearmament Supercycle](https://macronotes.substack.com/p/the-defense-investors-playbook-how)
- [The Dubai Bombings Revealed a $20 Billion Market Hiding in Plain Sight](https://macronotes.substack.com/p/the-dubai-bombings-revealed-a-20)
- [Nuclear fusion - How I'm Positioning My Portfolio for the Greatest Energy Breakthrough in Human History](https://macronotes.substack.com/p/nuclear-fusion-how-im-positioning)
- [The Longevity Investor’s Playbook: How I’m Positioning for the $314 Billion Race Against Death](https://macronotes.substack.com/p/the-longevity-investors-playbook)
- [The Merger That Changes Everything: Why My SpaceX Thesis Just Got Bigger](https://macronotes.substack.com/p/the-merger-that-changes-everything)