Archive - MarketModel Substack

From Halloween to April Fools'

Always the contrarian

Apr 1, 2024 •

Mike Valletutti

12

October 2023

Trick or Treat?

Got that double-digit correction, but without the wolf.

Oct 31, 2023 •

Mike Valletutti

8

1

August 2023

An important update to my 2023 Bull Thesis

Eventually, the wolf came.

Aug 2, 2023 •

Mike Valletutti

12

1

March 2023

Housing market is just like 2008.

Except none of the datapoints match.

Mar 5, 2023 •

Mike Valletutti

1

2

January 2023

The man-made Macro cycle

A true outlier that renders historical comparisons obsolete.

Jan 31, 2023 •

Mike Valletutti

7

The recession everyone sees coming.

Slowing growth after 'beyond peak cycle' is not bearish.

Jan 18, 2023 •

Mike Valletutti

7

Coming soon

This is MarketModel Substack.

Jan 18, 2023 •

Mike Valletutti

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