The View from the Bridge - by BearZ
Bear Haven HaleA weekly read on global markets through fractal maths and rate-of-change quads and how to stay sane in these crazy times.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 65 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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bearz.substack.comLatest Issues
The End Game
Here we are in Mexico with a glorious view across Lake Chapala with the 9000ft peaks in the distance above which the cumulonimbus thunder clouds form and then dump on us in the evening. The calm in the heat of the day before the storm. If y...
Turning Japanese…again
Before I get going here’s something completely different. My amazing wife Bambaji has written a book, which has inspired me too; a story for another day. Its called Remember Your True Self and is the first book about Human Design written in...
Pass the Parcel
Google reported second-quarter net income up 298% to $112 billion. Back out the $99 billion write-up on its Anthropic stake and there’s still a $10.8 billion gain, so far, so good.
Then read the cash flow statement. Capital investment near...
Don't Pay the Ferryman
Michael Green quit this weekend. Five years at Simplify, a firm he joined when it ran about $200m and leaves at roughly $14bn, and he’s off to found Tier1 Alpha Asset Management, where he’ll be CEO and CIO and charge you more than an index...
A Semi-Theory of Almost Everything — Michael W. Green
A Semi-Theory of Almost Everything — Michael W. Green - a summary
Green’s full article is long and technical, so here’s the short version. The message: leveraged ETFs are poor long-term holdings. Obvious to you, perhaps. It’s lost on a ret...
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| Subscribers | Engagement | 66 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Veteran investment professional - 45 years and counting - life coach and mentor, student of Human Design - posting about the crazy world we live in and how to stay sane and free
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