Market Thinking

making sense of the narrative

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Category: External Press

Central Bankers need to talk to Equity Analysts about Balance Sheets

The article below is a slightly extended version of one posted on the Livewire site, that can be found here The Annual Central Banker jamboree at Jackson Hole this weekend is likely to feature the usual set of earnest presentations Read more…


AFR Article

Below is the latest article for Australia Financial Review, making two key points. First that moves in markets may lead rather than reflect Economic forecasts and thus we need to be careful of predictions based on market moves – especially Read more…


Bloomberg TV

Nice to be back in the studio with David and Vanessa this morning- so much better than the Zoom calls! Nice of Bloomberg to send a link through as well. https://www.bloomberg.com/news/videos/2022-05-26/market-thinking-mark-tinker-on-global-markets-video For interest, I have added the notes we put Read more…


AFR Article

This weekend we had another article in Australian Financial Review. It is behind a paywall, so we reproduce it here. Nowhere to hide as Fed liquidity evaporates (afr.com) Links within the article or shown below are to other AFR articles. Read more…


AFR Article

The latest piece for Australian Financial Review (AFR) is up. Since it’s behind a paywall I have posted it below. The links shown are to other related AFR articles. Subscribers can simply click the link or the link here for Read more…


AFR Article

The great bond bear market is long overdue Every month or so we contribute something on markets to our friends at the Australian Financial Review. Given it is behind a paywall, many of our readers – and especially those outside Read more…


Australian Financial Review

The following is a short article written for the Australian Financial Review summing up the current situation in markets. https://www.afr.com/markets/equity-markets/long-term-investors-need-to-look-through-short-term-confusion-20211212-p59gur Opinion Long-term investors need to look through short-term confusion Mark TinkerDec 12, 2021 – 11.49amSaveShare Long-term investors could be forgiven Read more…


Market Thinker

Think like a Zoomer. Internet 3.0 is going to be just as disruptive as the two versions that came before it. When looking at Thematic funds for long term investing, the key thread that runs through most of  them is Read more…


AFR; Revenge of the deadly trinity of zeroes

The latest piece for AFR went up yesterday. It is behind a firewall, so here for readers is a version of the draft I sent. Essentially it is making the point that inflation has not arrived thanks to Zero Interest Read more…


Market Thinker – Digitalisation

The latest Market Thinker piece is up at CityWIre. Continuing our look at thematic investing, we consider the case for a broad portfolio based around digitaisation. The link to their site is here. https://citywireselector.com/news/the-market-thinker-devil-is-in-digitalisation-details-and-post-disruption-plays/a1554639