The Series of Ozone
Weekly Macro Note
Our Weekly Macro Note is delivered every Sunday evening. Since 2023, the Weekly Macro Note has served as the bedrock for what has become of our Macro Research division and team. We discuss broad macro thematics, strategy updates, the latest critical data, look at opportunities, and talk about what’s ahead. Color commentary from members of our Macro Research team and our contributors bolsters each and every Weekly Macro Note. From real estate, to energy, AI, technology, and more - you will find all of the latest from our team and how we’re positioning for the next big portfolio move in the Weekly Macro Note series.
Redeye Macro Note
The Redeye Macro Note is a Friday or Saturday evening note delivered from our Chief Economist - covering key data releases from the week prior, such as employment reports, inflation reports, and more. Reports are written and delivered late in the evening or very early in the morning - and the first of the series was actually born out of a ‘redeye’ flight - hence the naming scheme.
Portfolio Strategy Note
Our portfolio strategy notes are often blended into other Macro Notes delivered throughout the week and provide positioning moves within our portfolio baskets and thematics. Commentary is added by members of our team, and our Head of Research is typically the author of this series and segment.
‘On the Ground’ Series
Our newest series, born in 2026, expands on the last 3 years of data collection, research, urban economics, and much more. Our team deploys strategically to collect anecdotes, data, and much more to translate it into portfolio positioning or highlight things like warnings for a broader macro trend. Next up in the ‘On the Ground Series’:
Agriculture: A Deep on the Ground Dive into Wheat and Corn - May 2025
Data Centers - The New Shale Boom - May 2025 and on
Energy Sector Pt. 2 - An Update from the Permian and Bakken - May 2025
Aviation - America’s Favorite Public Utility - June 2025
Saturday Macro Note
A brief Saturday market update note - covering specific data releases, such as real estate, or updates to the MacroEdge strategy.
Special Notes for situations like today
As they sound, we author and publish Special Situation Notes during global events like war, global economic tumult, and much more, specific to an event. These may also revolve around singular events like bank failures, company bankruptcies, new IPOs, and more.
‘Project South Africa’
One of our original discussion series notes was put on hiatus in 2024 as we expanded our operations and areas of coverage. To be continued at a later date.
Beyond Ozone
To learn more about our portfolio strategy baskets, active thematics, and more - please visit club.macroedge.world/advisory
