
Thoughts on financial markets and economics from Simplify's Chief Strategist
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 183 | Founded | 3 years ago | Last Issue | 8 days ago |
| Active | |||||

Make Regulators Great Again
I was unable to listen to Kevin Warsh’s opening meeting live. Fortunately, I had many friends to watch for me. Most were pleasantly surprised at the new Chair’s apparent restraint and emphasis on improving data...
It’s Not That “Big Won.” It’s That the Index Can’t Stop Buying.
Anyone watching the stock market over the last decade, knows the headline: “A handful of giant technology companies got enormous, kept climbing, and left the rest of the marke...
A mixture of hype and growing equity supply threatens the simple story of passive
What a wonderful way to ruin a perfectly good week… While I was in the midst of an interview with The Information, the tech-focused ‘zine, on the subject of...
The pro-cyclical advice is flowing fast and furious
This is going to be a shorter than normal note. Hold the applause. Over the past week, I had a number of discussions on podcasts and on the radio about my open letter to the Treasury Secr...
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:
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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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