MarketModel Substack
Mike ValletuttiPrice, Macro, Sentiment, and Random about Stock Market (SP500). Contrarian. Data driven. My bias is computed.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | marketmodel.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
From Halloween to April Fools'
Last Halloween I declared “and so the party goes on” for the 2023 economy with strong spending and resilient housing, as Macro turned higher while SPX was hitting the lows near 4100 in October. Bull Market, I said, and add on dips (didn’t g...
Trick or Treat?
Last SubStack was a warning, telling you as August began that the markets were too certain they were right about “no landing”. Macro values that I measure had rolled over in July at 4500, which meant a slowing was underway, and so I assumed...
An important update to my 2023 Bull Thesis
It was lonely going into 2023 ignoring the warnings of Recession, and after having scooped up TSLA and META near their lows, I spent Q1 on SubStack pushing back on every seemingly negative Macro datapoint offered by “the experts”. Where mos...
Housing market is just like 2008.
There’s nothing like Twitter to gauge sentiment, and what began as a simple reply to a popular post that warned of a housing market crash worse than 2008 brought out some angry growls.
Authors
The writers behind this newsletter.
Former CEO, sold 20 year biz to Private Equity. MS Engineer. Stock market researcher serving 100s of clients worldwide.
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