Market Thinker Substack
Mark TinkerMy personal Substack on Markets and Macro
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 135 | Subscribers | Read | marketthinker.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
A mistake or a Forecast?
The recent Moore Threads IPO is significant on multiple levels. Economically, it highlights how sanctions on China have backfired and that companies like Moore Threads, sometimes referred to as China’s Nvidia, are actually symptomatic of so...
Un-Tethered from reality?
The volatility in November left markets largely unchanged at the headline level, albeit exposing some differences within the markets. The polarisation of the MAG 7 continued - despite almost all of them having a rally into month end - Googl...
Brushfires. Better than Wildfires
A recent substack read produced a powerful metaphor for where and how economies meet with markets, the notion of a wildfire that clears the deadwood and allows new growth to appear. It is of course the same as Schumpeter’s concept of Creati...
No Thanks, All Giving.
“The art of taxation consists in so plucking the goose as to obtain the largest possible amount of feathers with the smallest possible amount of hissing.”
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Authors
The writers behind this newsletter.
Mark Tinker is an experienced Market Strategist and investor. He also blogs at Market-thinking.com
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