
Thoughts on financial markets and economics from Simplify's Chief Strategist
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 179 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||

An Open Letter to Mr. Secretary
Last week we started to see the first signs of “panic” in the back end of US rates. The 5.15% I offered readers on Sunday became 5.20% by Wednesday:
"The Climb" is Not the Mountain
The 25x Delusion
I hate it when a plan comes together...
For about a decade, I have been making the same argument.
For the mighty S&P500 has struck out
Executive Summary
I meant tiered
It was a heck of a week. The old faithful Transports index blew up. An index in existence since 1896 did something truly unprecedented — it completely diverged from the broader market. If you bought the actual Transport inde...
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The writers behind this newsletter.
Michael is Chief Strategist and Portfolio Manager for Simplify Asset Management. Michael has been noted for his work as a market theoretician and financial media participant. He is a graduate of the University of Pennsylvania and a CFA holder.
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