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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.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues235SubscribersRead mi2partners.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Thoughts From The Divide: Disappointment

“With enough money, you can bubble sort anything.”

a month ago
2
0

Thoughts From The Divide: Reversals of Fortune

“The problem with R* is no one knows for sure where it is now but the Fed thought they had time to comfortably feel their way there, like getting out of a pitch black cave.

2 months ago
5
0

Thoughts From The Divide: Not Too Hot, Not Too Cold

“From my perspective, the risk to both sides of the mandate seem more balanced,”

2 months ago
5
0

Thoughts From The Divide: A Giant Global Margin Call

“I think you’ve got some time in a healthy economy to figure out whether this is an economy that’s gently moving into a normalizing state”

2 months ago
7
1

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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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