Jack Bowman is a financial columnist and independent analyst, ranked in the top 5% of experts on TipRanks. He is the co-founder of ETF Portfolio Mechanics, a Seeking Alpha Investing Group that opens soon. There’s an ETF for everything now, and Jack believes ETFs serve investors best when they’re fully understood: how the fund works and what it actually holds. At ETF Portfolio Mechanics, he and co-founder Cain Lee publish look-through ETF research, valuing each fund like a portfolio (because they ultimately are). In the group, Jack writes the Macro Market Monitor, the group’s weekly chartbook on index, sector, factor, and macro funds, and runs the Growth Model Portfolio, which mirrors his family’s real-money portfolio. On Seeking Alpha, Jack is best known for his macro commentary and ETF coverage, though he occasionally writes on technology, materials, and miscellaneous equities, most frequently on securities he holds or is weighing for his own portfolio. He also writes The Macro Obsession, a Sunday newsletter on finance, technology, and the real economy. It’s chart- and narrative-driven. There, you can get Jack unfiltered, with no editors and no guardrails. Jack spent five years in public-facing investment advisory, running Bowman Capital Management (“BCM”), and contracting for independent RIAs, with his work largely centered on portfolio management and discretionary trading. He passed the Series 65 (the Uniform Investment Adviser Law Examination) and was registered as an investment adviser representative starting in 2021. BCM is closed to new clients. In 2026, Jack opened Bowman Macro Research (“BMR”), a subsidiary of BCM that builds and maintains the datasets behind his chart work. BMR also publishes the Profit Dynamics Index, which tracks the level, direction, and velocity of corporate profits in the S&P 500. Profit Dynamics is an investable strategy on PiTrade, signals provided by BMR. Before that, Jack was classically trained as a social science educator. He holds a bachelor’s of arts degree in history with a public history concentration and a master’s of education degree in pedagogy. He taught senior-level economics, civics, history, psychology, and journalism at a public high school for four years. Jack was a teacher for six years total, with his earlier two years spent at a public middle school teaching social sciences to academically gifted students. “Successful investing requires holding uncomfortably idiosyncratic positions.” — Howard Marks, paraphrasing David Swensen
