Founder, Market Thinker

Mark Tinker

Mark Tinker has over 35 years experience as an investor, market strategist and economist. Having spent more than 20 years as a sell side strategist and being top rated on numerous occasions and surveys he moved to investment management in 2006 to run global equity portfolios in London and subsequently moved to Hong Kong in 2013 to help establish an Investment Management business for a top 20 international asset manager. He first started writing investment weeklies for his employers in 1989, developing a style characterised under the title Market Thinking and has been a regular commentator and presenter on CNBC, Bloomberg and other business channels, where his approach of rationalising market behaviour rather than making short term predictions on high frequency market data provides a welcome balance to his client audience.

Founder

Market Thinker

Making Sense of the Narrative

Macroeconomics

<ul><li>Traders, Quants and Passive Investors have steadily crowded out most earnings signals for long term investors.</li><li>Quarterly reports won't be missed, and ironically their ending may help restore the role of fundamental analysis.</li><li>However, narrative trading will simply go elsewhere and developments in AI, options and meme stocks are already creating a new asset class we might call ‘Equity as Crypto’.</li></ul>

Traders, Quants and Passive Investors have steadily crowded out most earnings signals for long term investors.Quarterly reports won't be missed, and ironically their ending may help restore the role of fundamental analysis.However, narrative trading will simply go elsewhere and developments in AI, options and meme stocks are already creating a new asset class we might call ‘Equity as Crypto’.

Dialling down the Noise