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From Halloween to April Fools'
Always the contrarian
Apr 1, 2024
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Mike Valletutti
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From Halloween to April Fools'
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Trick or Treat?
Got that double-digit correction, but without the wolf.
Oct 31, 2023
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Mike Valletutti
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Trick or Treat?
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An important update to my 2023 Bull Thesis
Eventually, the wolf came.
Aug 2, 2023
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Mike Valletutti
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An important update to my 2023 Bull Thesis
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Housing market is just like 2008.
Except none of the datapoints match.
Mar 5, 2023
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Mike Valletutti
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Housing market is just like 2008.
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The man-made Macro cycle
A true outlier that renders historical comparisons obsolete.
Jan 31, 2023
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Mike Valletutti
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The man-made Macro cycle
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The recession everyone sees coming.
Slowing growth after 'beyond peak cycle' is not bearish.
Jan 18, 2023
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Mike Valletutti
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The recession everyone sees coming.
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Coming soon
This is MarketModel Substack.
Jan 18, 2023
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Mike Valletutti
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Coming soon
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MarketModel Substack
Price, Macro, Sentiment, and Random about Stock Market (SP500). Contrarian. Data driven. My bias is computed.
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