Yes, I give a FIG... thoughts on markets from Michael Green/Profplum99
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Here Comes the Rent Again, Falling On Our Heads...
The excitement around a good inflation print has morphed into the long awaited bond rally
Dec 3
•
Michael W. Green
76
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Here Comes the Rent Again, Falling On Our Heads...
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November 2023
Post Pardon...
Substack this weekend will be pardoned from my writing...
Nov 26
•
Michael W. Green
100
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Post Pardon...
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5
Is the Age of Deprivation Coming to a Close?
For the past 50 years, we have labored under an illusion of surplus
Nov 19
•
Michael W. Green
130
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Is the Age of Deprivation Coming to a Close?
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35
Nobody gets fired for buying IBM
But maybe IBM wants some people to quit IBM...
Nov 12
•
Michael W. Green
82
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Nobody gets fired for buying IBM
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26
Q3 Institutional Call Replay
Audio and Video uploads of 11-7-23 Quarterly call with presentation materials
Nov 7
•
Michael W. Green
4
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Q3 Institutional Call Replay
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Seems important...
Declining payroll growth continues and suggests the long-awaited recession is finally here.
Nov 5
•
Michael W. Green
88
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Seems important...
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17
October 2023
Yeah... no
Q3 GDP print at 4.9% will ultimately be revised lower, but the good news is that productivity has rebounded. Fortunately, this confirms the fading of…
Oct 29
•
Michael W. Green
70
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Yeah... no
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7
For your information
"Market Efficiency" is not the question
Oct 22
•
Michael W. Green
61
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For your information
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12
The Death of Bonds?
Payoffs patterns, not returns, is what matters
Oct 8
•
Michael W. Green
73
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The Death of Bonds?
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22
Thrown for a LOOP
Fixed weight allocation portfolios are preventing market integration and raising risks of a violent repricing
Oct 1
•
Michael W. Green
76
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Thrown for a LOOP
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14
September 2023
Please Don't Squeeze the High Yield
Mr. Whipple gets a soft landing, not us
Sep 24
•
Michael W. Green
74
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Please Don't Squeeze the High Yield
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19
kNAVes and Fools...
The impact of higher interest rates on private equity-owned businesses is being obscured by leverage on leverage
Sep 17
•
Michael W. Green
92
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kNAVes and Fools...
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