Thoughts From The Divide
Go deeper than the headlines with the weekly scoop on what our analysts are reading and thinking
Markets Make Chaos
We Make Calm
The Origin of Thoughts From The Divide
Here, we give you the inside scoop on topics discussed in our morning calls. We provide insights into the intricate web woven from a history of mapping the macro maze and prove that curiosity improves decision making because it reduces our susceptibility to market noise and confirmation bias.
The key ingredients to economic decision-making are in-depth, first-hand exposure to markets and trading over time, awareness of what’s ahead and the ability to look past the obvious. MI2’s newsletter breaks away from the others by providing you with a data-driven view. We focus on contextualizing the news to inform and educate rather than persuade. If you think blue jeans, marijuana and railroads are not related to your concerns of risk-reward – we have things to show you.
On one page, we eliminate the media’s overflow into concise, digestible content supported by charts. Our analysts contribute both off-the-beaten-path and mainstream sources to discuss a conceptual topic and challenge how you think about macro.
This publication is a breath of fresh air. And if you come across an interesting chart, paper or Tweet – send it over or tag us (@MI2Partners). We don’t want to miss out.
– MI2 Partners Research Team
A Letter from the Editor
At a time when CV19, volatility, WFH, recession, and Trump dominate the digital conversation, investors feel the need to escape the tunnel vision and be informed of the raw data, the facts – the truth.
Enter MI2 Partners, whose home office sits at 8022′ near the Continental Divide in Vail, Colorado. Here, our research team led by Julian Brigden, “the James Bond of Macro”, produces thought-provoking, spot-on, macro research. Our combination of senior research analysts with 150 years of combined market experience and curious young analysts make experimentation and collaboration inevitable. And, in 2018, we decided to share.