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 | 256 |
| Subscribers | Read | mi2partners.substack.com |
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Latest Issues
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Thoughts from the Divide: Which Way Is Up?
While the US tries to stay warm during a Polar Vortex or survive during a new round of devastating CA fires, the entire world is trying to understand the Global Economic Impacts of Trump’s Second Term. At this point, it is anyone’s guess.
Revisiting Our Views from Trump’s First Term
In 2016, MI2's insights proved invaluable, equipping our clients to navigate the market shifts that followed Trump’s first presidency. Guided by our comprehensive macro analysis, we identified key trends—rising inflation, steeper yield curv...
Thoughts From The Divide: Les Bons Temps
“Results… are not guaranteed by solid optimism”
Thoughts From The Divide: Kicking
“The pace… will depend on how much progress we make”
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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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