
My personal Substack on Markets and Macro
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 157 | Founded | 3 years ago | Last Issue | 15 days ago |
| Active | |||||

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