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Thoughts From The Divide

MI2 Partners

A weekly scoop on what the research analysts at MI2 Partners are reading and thinking.

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Substack
PricingOnly free issuesPublishesWeekly
Issues314SubscribersRead mi2partners.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Thoughts From The Divide: The Anti-Trump Trade (And Other Graceful Exits)

This is the final Thoughts From The Divide. It arrives as markets transition — not collapsing or accelerating, just quietly rewriting the narrative that drove asset prices this past year. No drama. Just a shift in tone. Markets, unlike poli...

7 days ago
4
0

Thoughts From The Divide: I’ll have what he’s having!

A couple of weeks back, I mentioned the fact that both the Treasury Secretary and the President’s nominee for Fed Chair had both worked with/for Stan Druckenmiller, one of the best speculators of our time. I said that I planned to spend a l...

14 days ago
6
3

Thoughts From The Divide: Chinese interventions

I often find myself wanting to discuss two or more interesting news stories, but struggle to find a pleasing way to link them. This week it’s much easier. CCP policy is the thread connecting two apparently disparate stories: China reigning ...

20 days ago
17
0

Thoughts From The Divide: TFTD: Druck wins again!

I was tempted to write about the recent weakness in software stocks attributed to concerns that AI would eat their lunch, because the “SaaSpocalypse” is nigh: well, maybe. Of course, the real reason would have been that I could take one of ...

a month ago
14
3

Authors

The writers behind this newsletter.

  • MI2 Partners

    A global independent macroeconomic research firm established in 2011. Our team generates research that guides you through market fundamentals, helping you anticipate resulting movements and execute timely trades.

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