Yes, I give a fig... thoughts on markets from Michael Green
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The Verb
What Are We Actually Celebrating at 250?
Jul 5
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Michael W. Green
236
65
35
June 2026
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
164
74
15
Rinse, Warsh, Repeat
Make Regulators Great Again
Jun 21
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Michael W. Green
162
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
286
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40
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
240
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29
May 2026
Probably not...
The pro-cyclical advice is flowing fast and furious
May 31
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Michael W. Green
164
70
10
What the Treasury Needs
An Open Letter to Mr. Secretary
May 24
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Michael W. Green
204
39
26
Enough is Enough
"The Climb" is Not the Mountain
May 17
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Michael W. Green
203
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
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Michael W. Green
219
55
18
April 2026
So tired
I meant tiered
Apr 26
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Michael W. Green
198
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11
An Unexpected Update
Given the chaotic messaging around Iran, a quick note
Apr 19
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Michael W. Green
241
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22
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