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The Ratchet and the Sausage Machine
The Purist and the Pragmatist fall out but are essentially after the same thing
Jun 14
•
Mark Tinker
5
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The Ratchet and the Sausage Machine
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Back to Normal?*
Market Thinking June
Jun 3
•
Mark Tinker
2
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Back to Normal?*
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2
May 2025
Active not Passive
Trump wants active investments, not passive ones.
May 17
•
Mark Tinker
3
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Active not Passive
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5
Red Team versus Blue Team - TPP Redux
China is not the target, Europe is. The US aims to absorb European consumers and capital into its orbit to compete with China and the BRICS.
May 12
•
Mark Tinker
3
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Red Team versus Blue Team - TPP Redux
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3
Fast and Slow Thinking
May Market Thinking
May 5
•
Mark Tinker
5
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Fast and Slow Thinking
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April 2025
Unknown unknowns
Pattern recognition has stopped working....
Apr 12
•
Mark Tinker
3
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Unknown unknowns
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2
It's not a cock-up, it IS a conspiracy
THIS is the great Reset
Apr 7
•
Mark Tinker
17
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It's not a cock-up, it IS a conspiracy
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13
Using Logical Fallacy Bingo to write about Tariffs
Help in writing your op-ed or social media post about Trump and Tariffs
Apr 6
•
Mark Tinker
3
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Using Logical Fallacy Bingo to write about Tariffs
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1
Active investors returning
As the tides are starting to turn to diversification
Apr 2
•
Mark Tinker
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Active investors returning
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March 2025
Rough Waters subsiding
April Market Thinking - Correction not Collapse - but tides may be turning
Mar 31
•
Mark Tinker
1
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Rough Waters subsiding
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The real import the US needs from Canada is its healthcare system
Tariffs won't be that inflationary, but reshoring requires fixing the US Healthcare system
Mar 12
•
Mark Tinker
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The real import the US needs from Canada is its healthcare system
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Risk off as uncertainties rise
March Market Thinking
Mar 7
•
Mark Tinker
3
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Risk off as uncertainties rise
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