I particularly appreciate the evergreen nature of your content - the articles serve not just as current reads but as valuable reference materials I can revisit to refresh key concepts. The depth of analysis is commendable. Tools / links are very interesting and fun!
I believe there's an opportunity to expand your geographic coverage. As someone based in India, I'd love to see comparative analyses between developed and emerging markets. This could provide unique insights, showing how similar economic concepts play out differently/similarly across markets
As a individual investor I'm particularly interested in (all to refine my personal portfolio):
US Debt dynamics and their global implications
Dollar hegemony and its effects on global trade/capital flows
The evolving nature of global reserve currencies
Democratization of credit across markets
Private debt vs Treasury markets - the shifting dynamics
Global market correlations
Cross-border capital flows and their implications
Central bank policies across developed vs emerging markets
Regulatory arbitrage opportunities and risks
Financial inclusion initiatives and their market impact
With the SPY showing signs of weakening uptrends and the market struggling to hold momentum, I’m curious—how do you think the upcoming U.S. elections might impact this trend? Do you see any historical patterns around election periods that could give us insight into what might come next?
Mostly… I stop reading when there’s something I disagree about and there’s nowhere to comment about it. Do you really want me to email the author(s) and tell them?
Like the advice to patients that they review their EHR notes that a therapist has written, when those notes are written by and for professionals and should never end up in the hands of a patient. That advice is dangerous to patients to the extent that some states have laws protecting medical providers from disclosing notes on mental health to patients. So I stopped reading.
I particularly appreciate the evergreen nature of your content - the articles serve not just as current reads but as valuable reference materials I can revisit to refresh key concepts. The depth of analysis is commendable. Tools / links are very interesting and fun!
I believe there's an opportunity to expand your geographic coverage. As someone based in India, I'd love to see comparative analyses between developed and emerging markets. This could provide unique insights, showing how similar economic concepts play out differently/similarly across markets
As a individual investor I'm particularly interested in (all to refine my personal portfolio):
US Debt dynamics and their global implications
Dollar hegemony and its effects on global trade/capital flows
The evolving nature of global reserve currencies
Democratization of credit across markets
Private debt vs Treasury markets - the shifting dynamics
Global market correlations
Cross-border capital flows and their implications
Central bank policies across developed vs emerging markets
Regulatory arbitrage opportunities and risks
Financial inclusion initiatives and their market impact
Thanks, Atit. This is super helpful. We were thinking about expanding to international markets as well but was not sure about
a > The demand
b > Whether there will be enough paying customers.
If you don't mind, how did you find us? Twitter?
I think it was a restack/repost here on Substack.
I read to gather ideas, so articles that offer a very different perspective from conventional thinking catch my attention more.
For example:
https://www.marketsentiment.co/p/the-devils-card-game
https://www.marketsentiment.co/p/shannons-demon
https://www.marketsentiment.co/p/buying-the-dip
Thanks for the feedback Hac.
With the SPY showing signs of weakening uptrends and the market struggling to hold momentum, I’m curious—how do you think the upcoming U.S. elections might impact this trend? Do you see any historical patterns around election periods that could give us insight into what might come next?
https://www.marketsentiment.co/p/election-and-stock-market
Check out the short term volatility section.
Mostly… I stop reading when there’s something I disagree about and there’s nowhere to comment about it. Do you really want me to email the author(s) and tell them?
Like the advice to patients that they review their EHR notes that a therapist has written, when those notes are written by and for professionals and should never end up in the hands of a patient. That advice is dangerous to patients to the extent that some states have laws protecting medical providers from disclosing notes on mental health to patients. So I stopped reading.
What?