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Signal2Noise Global Macro Newsletter


Michael Berman, Ph.D.
With over 25 years of trading & investment experience, including successful fintech exits as a cofounder and CEO, I cut through the noise to deliver a relevant daily investment newsletter.

My insights provide a deep and sometimes unique perspective on markets. Expect no-nonsense analysis, high-probability trade ideas, a touch of self-deprecating humour, and a growth mindset towards the markets and life in general.



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Letters

#336: Can You Leave the Machines in Charge?

#336: Can You Leave the Machines in Charge?

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Aug 5, 2025
#335: A Strategy that Beats the S&P 500 over 35 Years

#335: A Strategy that Beats the S&P 500 over 35 Years

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Aug 4, 2025
#334: Learn How Trump Can Say Anything & Get Away With It

#334: Learn How Trump Can Say Anything & Get Away With It

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Jul 29, 2025
#333: Can Anything Stop Bitcoin?

#333: Can Anything Stop Bitcoin?

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Jul 28, 2025
#332: Momentum

#332: Momentum

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Jul 24, 2025
#331: Valuation Extremes are Sticky & Tricky

#331: Valuation Extremes are Sticky & Tricky

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Jul 22, 2025
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Disclaimer: This is not financial advice. I have not considered your individual circumstances. I propose actionable insights from a hypothetical general global macro strategist’s point of view, trying to achieve above-average risk-adjusted returns while considering the major macro themes in play. I am not licenced to provide individualised financial advice; therefore, any investment decision you make is solely your responsibility. 

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