Michael Green, founder of Tier1 Alpha Asset Management, writes essays on financial markets, passive investing and the societal effects of AI. Readers get opinionated, historically informed commentary plus updates on his new investment firm.
Website: https://www.yesigiveafig.com
A trading blog that uses market data to test technical analysis claims and explain market behavior such as breadth and volatility. Readers get quantified, skeptical analysis aimed at active traders, with room left for discretionary judgment.
Data-driven analysis of the global economy, central bank policy, bond yields and official economic statistics. Issues combine original charts and cross-country comparisons with a clear point of view on where official estimates or policymakers have gone wrong.
A newsletter that combines a daily-style macro and markets digest, covering oil, bond yields, mortgage rates and AI financing, with longer essays on technology, sovereignty and decentralized AI. Readers get sourced summaries of what changed in the economy and markets, plus a reasoned point of view on AI and concentrated power.
A weekly macro and geopolitics roundup from a veteran trader and family office manager, covering bond yields, Fed policy, equity valuations and global events. It also includes occasional side projects such as a history timeline tool and an associated podcast.
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