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 | 314 | Founded | 4 years ago | Last Issue | 3 months ago |
| Active | |||||
Read this Newsletter
mi2partners.substack.comLatest Issues
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...
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...
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...
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...
Thoughts From The Divide: Boiling Frogs
I spent some time in Wisconsin last week (yes, it was cold), with a group of investors swapping ideas (and terrible jokes). The invite was particularly useful for me because I don’t get out much – suburban basements may not be so different...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Thoughts From The Divide.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
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.
Frequently Asked Questions
How can I access the email archive for Thoughts From The Divide?
You can find recent issues that have been published by Thoughts From The Divide on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Thoughts From The Divide have?
To see how many people subscribe to Thoughts From The Divide, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Thoughts From The Divide?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Thoughts From The Divide as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Thoughts From The Divide?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Thoughts From The Divide using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Thoughts From The Divide?
Scroll up to where it says Related Newsletters to see other publications like Thoughts From The Divide. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Thoughts From The Divide?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.