Jack Bowman is a monetary columnist and impartial analyst, ranked within the high 5% of specialists on TipRanks. He’s the co-founder of ETF Portfolio Mechanics, a Searching for Alpha Investing Group that opens quickly. There’s an ETF for all the things now, and Jack believes ETFs serve buyers greatest after they’re totally understood: how the fund works and what it really holds. At ETF Portfolio Mechanics, he and co-founder Cain Lee publish look-through ETF analysis, valuing every fund like a portfolio (as a result of they in the end are). Within the group, Jack writes the Macro Market Monitor, the group’s weekly chartbook on index, sector, issue, and macro funds, and runs the Progress Mannequin Portfolio, which mirrors his household’s real-money portfolio. On Searching for Alpha, Jack is greatest identified for his macro commentary and ETF protection, although he often writes on know-how, supplies, and miscellaneous equities, most regularly on securities he holds or is weighing for his personal portfolio. He additionally writes The Macro Obsession, a Sunday e-newsletter on finance, know-how, and the true economic system. It’s chart- and narrative-driven. There, you will get Jack unfiltered, with no editors and no guardrails. Jack spent 5 years in public-facing funding advisory, operating Bowman Capital Administration (“BCM”), and contracting for impartial RIAs, along with his work largely centered on portfolio administration and discretionary buying and selling. He handed the Collection 65 (the Uniform Funding Adviser Regulation Examination) and was registered as an funding adviser consultant beginning in 2021. BCM is closed to new shoppers. In 2026, Jack opened Bowman Macro Analysis (“BMR”), a subsidiary of BCM that builds and maintains the datasets behind his chart work. BMR additionally publishes the Revenue Dynamics Index, which tracks the extent, route, and velocity of company earnings within the S&P 500. Revenue Dynamics is an investable technique on PiTrade, indicators offered by BMR. Earlier than that, Jack was classically educated as a social science educator. He holds a bachelor’s of arts diploma in historical past with a public historical past focus and a grasp’s of training diploma in pedagogy. He taught senior-level economics, civics, historical past, psychology, and journalism at a public highschool for 4 years. Jack was a trainer for six years whole, along with his earlier two years spent at a public center college educating social sciences to academically gifted college students. “Profitable investing requires holding uncomfortably idiosyncratic positions.” — Howard Marks, paraphrasing David Swensen
