https://jackbowman.substack.com/s/tmo-on-the-gohttps://substackcdn.com/image/fetch/$s_!Wban!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F357f9919-d4d0-46c9-8800-5fc65f5e5b19_256x256.pnghttps://jackbowman.substack.com/s/tmo-on-the-goSubstackThu, 02 Jul 2026 10:17:05 GMThttps://jackbowman.substack.com/p/software-up-semiconductors-downhttps://jackbowman.substack.com/p/software-up-semiconductors-downThu, 02 Jul 2026 05:05:08 GMTToday I'm talking about the software sector. The IGV ETF jumped 3%, but the real news was where the money came from. It's all draining out of semiconductors.

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]]>https://jackbowman.substack.com/p/the-ai-trade-is-back-onhttps://jackbowman.substack.com/p/the-ai-trade-is-back-onThu, 25 Jun 2026 03:33:08 GMTTMO on the GO — Markets & Macro Commentary — 6/24/26

Today we're talking about Micron $MU earnings and the memory oligopoly being good for the market. Profit justified price, baby!

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]]>https://jackbowman.substack.com/p/meta-launches-a-prediction-markethttps://jackbowman.substack.com/p/meta-launches-a-prediction-marketWed, 24 Jun 2026 05:34:22 GMTToday in TMO on the GO, I discuss Meta launching Arena, a prediction market app, and why I'm worried about what this means for society.

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Disclaimer: All opinions are my own and do not reflect that of any employer or entity that I do business with. Invest at your own risk, and let this be the start of your research, not the end.

]]>https://jackbowman.substack.com/p/hormuzian-oil-flows-from-both-sideshttps://jackbowman.substack.com/p/hormuzian-oil-flows-from-both-sidesMon, 22 Jun 2026 19:32:23 GMTThe Strait of Hormuz is now open...kind of. It does look more open than before, to be fair.

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Disclaimer: All opinions are my own and do not reflect that of any employer or entity that I do business with. Invest at your own risk, and let this be the start of your research, not the end.

]]>https://jackbowman.substack.com/p/hormuz-reopens-i-dont-get-the-investmenthttps://jackbowman.substack.com/p/hormuz-reopens-i-dont-get-the-investmentThu, 18 Jun 2026 16:42:22 GMTToday we talk markets and macro:

1) Hormuz is open, but there aren’t enough ships yet to call defeat for oil.

2) We will invest in Iran, but who would do that?


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Disclaimer: All opinions are my own and do not reflect that of any employer or entity that I do business with. Invest at your own risk, and let this be the start of your research, not the end.

]]>https://jackbowman.substack.com/p/warsh-gets-consensus-grok-learnshttps://jackbowman.substack.com/p/warsh-gets-consensus-grok-learnsThu, 18 Jun 2026 05:29:13 GMTToday we talk markets and macro:
1) FOMC meeting; the Fed holds rates; Warsh speaks
2) SpaceX trades wildly; Cursor is sold for $60B; Grokcoding Commences

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Disclaimer: All opinions are my own and do not reflect that of any employer or entity that I do business with. Invest at your own risk, and let this be the start of your research, not the end.

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