Yes, I give a fig... thoughts on markets from Michael Green
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Maid in Japan
Cleanup in rates, Aisle 30
Aug 2
•
Michael W. Green
188
25
12
July 2026
A Semi-Theory of Almost Everything
Who was actually setting semiconductor prices this spring?
Jul 26
•
Michael W. Green
164
26
15
ATOMIQ LEVEL Live featuring Michael W Green with Chris J Snook
A recording from Michael W. Green and Chris J Snook's live video
Jul 21
•
Michael W. Green
and
Chris J Snook
90
7
6
1:26:36
You Can Lead a Horse to Water
But you can't make them think
Jul 12
•
Michael W. Green
184
47
15
The Verb
What Are We Actually Celebrating at 250?
Jul 5
•
Michael W. Green
272
74
42
June 2026
A Token China Shock
Revisiting AI Thermodynamics, a divergence in credit, and the real story on profits
Jun 28
•
Michael W. Green
172
74
16
Rinse, Warsh, Repeat
Make Regulators Great Again
Jun 21
•
Michael W. Green
165
60
8
Size Does Matter
It’s Not That “Big Won.” It’s That the Index Can’t Stop Buying.
Jun 14
•
Michael W. Green
289
53
42
xAIr Supply
A mixture of hype and growing equity supply threatens the simple story of passive
Jun 7
•
Michael W. Green
241
34
30
May 2026
Probably not...
The pro-cyclical advice is flowing fast and furious
May 31
•
Michael W. Green
165
70
10
What the Treasury Needs
An Open Letter to Mr. Secretary
May 24
•
Michael W. Green
204
39
26
Enough is Enough
"The Climb" is Not the Mountain
May 17
•
Michael W. Green
203
82
16
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