
Thoughts on financial markets and economics from Simplify's Chief Strategist
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 186 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||

But you can't make them think
AI-Generated Summary
What Are We Actually Celebrating at 250?
It’s July 5th. I spent the weekend in the Pocono Mountains, where the “unexpected” played a role. Power has been out for roughly eighteen hours:
Revisiting AI Thermodynamics, a divergence in credit, and the real story on profits
Last week, I spent some time on what I got wrong. Let’s talk about some things I may have gotten right.
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...
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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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