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
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Michael W. Green
19
November 2023
Post Pardon...
Substack this weekend will be pardoned from my writing...
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Michael W. Green
5
Is the Age of Deprivation Coming to a Close?
For the past 50 years, we have labored under an illusion of surplus
 • 
Michael W. Green
35
Nobody gets fired for buying IBM
But maybe IBM wants some people to quit IBM...
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Michael W. Green
26
Q3 Institutional Call Replay
Audio and Video uploads of 11-7-23 Quarterly call with presentation materials
 • 
Michael W. Green
Seems important...
Declining payroll growth continues and suggests the long-awaited recession is finally here.
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Michael W. Green
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…
 • 
Michael W. Green
7
For your information
"Market Efficiency" is not the question
 • 
Michael W. Green
12
The Death of Bonds?
Payoffs patterns, not returns, is what matters
 • 
Michael W. Green
22
Thrown for a LOOP
Fixed weight allocation portfolios are preventing market integration and raising risks of a violent repricing
 • 
Michael W. Green
14
September 2023
Please Don't Squeeze the High Yield
Mr. Whipple gets a soft landing, not us
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Michael W. Green
19
kNAVes and Fools...
The impact of higher interest rates on private equity-owned businesses is being obscured by leverage on leverage
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Michael W. Green
25
© 2023 Michael W. Green
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