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INSIGHT PROVIDER
Mark Tinker
Founder
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Market Thinker
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Location:
Hong Kong
Joined:
12 August 2020
38
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Multi-Asset
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Cross Asset Strategy
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bullish
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Macroeconomics
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03 May 2024 07:34
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Syndicated
Market Thinking May 2024
Every year, for as long as we can remember, we have written a weekly or a monthly note with some variation of the ‘Sell in May’ trope, so we see no...
Mark Tinker
145 Views
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bullish
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Macroeconomics
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24 Apr 2024 06:01
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Syndicated
Bollinger Bonds
Since the beginning of March, US 10 year yields have gone from 4% to around 4.6%, unwinding the Fed Pivot language that emerged to ‘explain’ the...
Mark Tinker
211 Views
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bullish
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Macroeconomics
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12 Apr 2024 18:54
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Syndicated
Gold and Goldilocks
This week’s ‘CPI Print’ has caused something of a panic in the bond markets and has left the ‘Pivot’ Pundits struggling versus the ‘No Cuts’ crowd,...
Mark Tinker
460 Views
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bullish
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Macroeconomics
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14 Feb 2023 08:53
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Syndicated
Licence to print money
Announcements of increased dividends and buybacks (eg Unicredito) have come against a background where, despite some nice moves already, those same...
Mark Tinker
200 Views
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bullish
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Macroeconomics
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06 Feb 2023 10:30
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Syndicated
February Market Thinking
January started the year strong in markets as the mean reversion trades we suggested likely in our year ahead piece all seem to have happened
Mark Tinker
270 Views
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