Miles Nadimian
Independent market intelligence helping investors understand what changed, why it matters and what would change the thesis.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 394 | Founded | 7 months ago | Last Issue | 8 days ago |
| Active | |||||
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milesnadimian.substack.comLatest Issues
The Investor Decision Desk: A Clearer Way to Follow Markets
Finance is becoming harder to interpret.
Markets now move through several systems at once.
Energy prices influence inflation. Inflation changes interest rate expectations. Interest rates change liquidity. Liquidity changes the price inves...
Help Build the Investor Decision Desk
Markets are noisy. The purpose of the Investor Decision Desk is to make the evidence clearer, show what matters and define what would change the thesis.
The next stage is to bring more thoughtful investors into the community. I am open...
Perspective+: Calm Is a Position, Not a Prediction
The ability to wait is valuable only when it is supported by preparation.
Calm is often confused with confidence.
Miles Nadimian Institutional Signal: Distribution Is Buying the Balance Sheet
Fintech companies are no longer satisfied with sitting on top of financial institutions. They are moving to own the regulated infrastructure beneath the customer relationship.
The next phase of financial technology is becoming visible.
Premium Morning Brief: Relief Is Not Resolution
Oil eased, equities recovered and Bitcoin held near 79,000. The immediate pressure changed, but the underlying inflation and funding problem did not.
Good morning.
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Authors
The writers behind this newsletter.
Founder of CoinMove | Host of the CMF Live Show | Covering digital assets, markets, capital formation, business growth and financial infrastructure. Bridging institutional thinking to retail understanding.
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