Market Thinker Substack
Mark TinkerMy personal Substack on Markets and Macro
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 154 | Founded | 3 years ago | Last Issue | 19 days ago |
| Active | |||||
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marketthinker.substack.comLatest Issues
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...
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...
Swapping out of OPEC
The United Arab Emirates was involved in two, almost certainly connected, news events at the end of April, both of which we think have longer term implications beyond the short term headlines.
The first was the request, granted by the US,...
Bad Moon Rising
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This week has the moon over the Persian Gulf at its ‘darkest’, marking the ideal time for a military assault on Kharg Island, coinciding with the arrival of significantly more US naval and marine power.
- The end of next week marks 60...
The art of the no Deal
So the talks in Islamabad didn’t last the weekend, seemingly the US, having apparently broadly conceded to discuss the 10 key points put forward by the Iranians, turned up and wanted to talk about something different, primarily the points o...
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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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