Justified & Unbothered
The S&P 500 is deeply buyable, we found out who is selling all the gold, consumption numbers don't lie, and some random charts at the end.
Welcome to this week’s edition of The Macro Obsession.
The best round-up of current events and trends in finance, tech, and the real economy currently in your inbox!
Issue #39—Week of March 30th, 2026
Profits Justify Price
Gold Is Going, Going, Gone
Consumers Are Fine, Actually
Culture Chart Potpourri
