Market Thinker Substack
Mark TinkerMy personal Substack on Markets and Macro
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 125 | Subscribers | Read | marketthinker.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
China is a growth stock, not a value stock
* China is building a whole new operating system for its economy, just as Apple built iOS
Dialling down the Noise
Traders, Quants and Passive Investors have steadily crowded out most earnings signals for long term investors. Quarterly reports won't be missed, and ironically their ending may help restore the role of fundamental analysis. However, narrat...
Everything is a bit Brown
We often talk of people wanting things to be Black and White and being disconcerted when they realise that they are in fact always Grey, but we would extend that metaphor to the full colour spectrum. We want things to be clear and bright an...
Narrative Collapse
It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so. – Mark Twain
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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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