Market Thinker Substack
Mark TinkerMy personal Substack on Markets and Macro
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 163 | Founded | 3 years ago | Last Issue | 12 days ago |
| Active | |||||
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marketthinker.substack.comLatest Issues
Were style lags part of the July washout?
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The Software/ hardware trade in H1 was effectively a growth/value trade, but not in the traditional sense of active investor style bias.
- Hundreds of billions of dollars tracking style or factor benchmarks like ‘Value’ were actually l...
Operational Leverage, not financial leverage
While most long term thematic investing is aimed at long term growth stories, there are shorter term, but still meaningful, themes that are more cyclical in nature and reflect the sharp rise in profitability from operational leverage. Indee...
Crashenbrenner
- US markets gyrated wildly beneath the surface in July and we recently found out a key reason why; a young, inexperienced and wildly over-leveraged trader from the West coast was in the process of being ‘taken out’ by the seasoned hunting...
Thanks for the Memory..
- July was a month of market mean reversion; stocks that were up more than 100% in the first half, fell back an average of 25% in July, while stocks that were down more than 50% rallied by an average of 11%. In most cases, this still left t...
DRAMatic Price Moves
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The DRAM supply demand gap has brought forth an IPO for the fourth player, CXMT of China, whose share price jumped almost 500% at the opening on the Shanghai STAR 50 exchange today.
- The biggest IPO in China since 2010, it was oversub...
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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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