Market Thinker Substack
Mark TinkerMy personal Substack on Markets and Macro
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 143 | Subscribers | Read | marketthinker.substack.com |
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Latest Issues
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Kung Hei Fat Choi!
Today is the start of the Chinese Year of the Horse - something we discuss in more context over at the sister substack (this is not investment advice).
Don't look down!
###### A recreation of the 1932 photograph “Lunch Atop a Skyscraper,” the magazine’s version showcased leading tech and AI companies including Mark Zuckerberg‘s Meta, Lisa Su of Advanced Micro Devices, Elon Musk‘s xAI, Jensen Huang of Nvidi...
Diversification, rotation and the Return of the Cycle.
Dictionary.com’s word of the year for 2025 was 6-7, a viral phenomenon among teenagers that seemingly doesn’t mean anything at all.
Yin and Yang
* The Chinese symbol shows that for every Yin there is a Yang, male and female, light and dark, active and passive, fire and water, sun and moon. When we look at Thematic investing we often find that this 3000 year old philosophy is helpful...
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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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