Thoughts From The Divide
MI2 PartnersA weekly scoop on what the research analysts at MI2 Partners are reading and thinking.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 235 | Subscribers | Read | 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.”
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.
Thoughts From The Divide: Not Too Hot, Not Too Cold
“From my perspective, the risk to both sides of the mandate seem more balanced,”
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”
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Authors
The writers behind this newsletter.
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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