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Market Thinker Substack

Mark Tinker

My personal Substack on Markets and Macro

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Substack
PricingOnly free issuesPublishesWeekly
Issues157Founded3 years agoLast Issue15 days ago
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Latest Issues

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...

15 days ago
1

Where are the customers' Yachts?

  • 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...
19 days ago
4
1

The Liquidity Sponge

    • 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
  • The rest of the Mag 7 are also having to flip the narrative from so...

a month ago
4
2

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...
2 months ago
7
1

Supply Chain Cold War

  • The announcement at the end of April that the UAE (and others) need to access US dollar swap lines has potentially huge implications for the illiquid parts of US$ asset markets. If they try and redeem, price discovery could be brutal, but...
2 months ago
13

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  • Mark Tinker

    Mark Tinker is an experienced Market Strategist and investor. He also blogs at Market-thinking.com

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