Reletter
Artwork for Michael’s Publications

Michael’s Publications

Michael Nicoletos

I explore hidden truths in markets and human behavior, from traditional finance to crypto, with relentless curiosity. I challenge my assumptions through diverse perspectives and stay humble, knowing markets always have more to teach than I'll ever master.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues37SubscribersRead michaelnicoletos.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

China's Hard Landing in Slow Motion

For some time now, I’ve been writing about the structural challenges facing China’s economy. The over-reliance on property and investment. The elevated levels of household debt. The difficulty of sustaining growth without a meaningful shift...

21 days ago
35
6

Japan Isn’t Losing Control

Financial Social Media has a new obsession. Every macro account, every market commentator, every newsletter is posting some version of this:

a month ago
243
103

Forget the Doom

I joined Maggie Lake on the Wealthion Podcast this past Friday for a conversation that reminded me why thoughtful market discussion matters. Huge thanks to Maggie and the entire Wealthion team, especially Mario Rodrigues, for the invitation...

a month ago
7
0

A Moment to Say Thank You!

A Moment to Say Thank You!

2 months ago
18
3

Authors

The writers behind this newsletter.

  • Michael Nicoletos

    Entrepreneur / Investor with more than 25 years of experience understanding macro landscapes and how behavioral fallacies challenge financial markets. Always curious about how new technologies improve our daily lives.

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