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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

#296: Beware of the Survivorship Bias

#296: Beware of the Survivorship Bias

Michael Berman, Ph.D.
Michael Berman, Ph.D.
May 16, 2025
#295: We Have a Bipolar Market

#295: We Have a Bipolar Market

Michael Berman, Ph.D.
Michael Berman, Ph.D.
May 15, 2025
#294: Don't Always Trust the Experts

#294: Don't Always Trust the Experts

Michael Berman, Ph.D.
Michael Berman, Ph.D.
May 14, 2025
#293: First Principles - Part 2

#293: First Principles - Part 2

Michael Berman, Ph.D.
Michael Berman, Ph.D.
May 13, 2025
#292: First Principles - Part 1

#292: First Principles - Part 1

Michael Berman, Ph.D.
Michael Berman, Ph.D.
May 12, 2025
#291: How Are the Pros Doing?

#291: How Are the Pros Doing?

Michael Berman, Ph.D.
Michael Berman, Ph.D.
May 9, 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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