Yes, I give a fig... thoughts on markets from Michael Green
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A Token China Shock
Revisiting AI Thermodynamics, a divergence in credit, and the real story on profits
Jun 28
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Michael W. Green
156
71
12
Rinse, Warsh, Repeat
Make Regulators Great Again
Jun 21
•
Michael W. Green
153
60
7
Size Does Matter
It’s Not That “Big Won.” It’s That the Index Can’t Stop Buying.
Jun 14
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Michael W. Green
277
48
36
xAIr Supply
A mixture of hype and growing equity supply threatens the simple story of passive
Jun 7
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Michael W. Green
235
34
28
May 2026
Probably not...
The pro-cyclical advice is flowing fast and furious
May 31
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Michael W. Green
163
70
10
What the Treasury Needs
An Open Letter to Mr. Secretary
May 24
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Michael W. Green
203
39
26
Enough is Enough
"The Climb" is Not the Mountain
May 17
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Michael W. Green
201
81
16
BIGfoot is real
I hate it when a plan comes together...
May 10
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Michael W. Green
217
32
23
There Is No Joy in Mudville
For the mighty S&P500 has struck out
May 3
•
Michael W. Green
219
55
18
April 2026
So tired
I meant tiered
Apr 26
•
Michael W. Green
198
54
11
An Unexpected Update
Given the chaotic messaging around Iran, a quick note
Apr 19
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Michael W. Green
241
76
22
The Year was 1816
Will this be a year without a Summer?
Apr 12
•
Michael W. Green
133
34
11
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