Market Thinker Substack
Mark TinkerMy personal Substack on Markets and Macro
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 158 | Founded | 3 years ago | Last Issue | 25 days ago |
| Active | |||||
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marketthinker.substack.comLatest Issues
Hydration Break
Gary Lineker famously quipped that football was a game of two halves..and then Germany win. Well obviously that hasn’t aged well, as not only are Germany out of the World Cup (and dropped from number 1 in the world in 2018 to number 12 now)...
CNBC
I was on CNBC on Tuesday, following up on the recent note “Where are the Customers’ Yachts?”
Grateful for a long segment which let us range across a wide range of issues and also that this clip covered quite a lot of it. (Click on image to...
Where are the customers' Yachts?
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In a week dominated by the Space X IPO, markets feel fragile, high beta stocks are selling off and the issues that led to the concerns over private credit and the SaaS-pocalypse earlier this year have not gone away.
- Nor, of course, h...
The Liquidity Sponge
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- The narrative is flipping from bid to offer. After a decade of hundreds of billions in buybacks, Google just issued $80bnn to fund its part of the AI Cap Ex boom
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The rest of the Mag 7 are also having to flip the narrative from so...
The Bermuda Triangle
- The recent announcements of the need for the UAE to raise US dollar swap lines raises a red flag for global liquidity, since to date they have been the main cornerstone investor for most of the new illiquid products coming out of Wall Str...
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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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