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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

#346: A History of Corporate Debt

#346: A History of Corporate Debt

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Aug 25, 2025
#345: The Grim Repo

#345: The Grim Repo

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Aug 22, 2025
#344: Don't Say I Never Warned You

#344: Don't Say I Never Warned You

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Aug 20, 2025
#343: Who is Getting Action at Night?

#343: Who is Getting Action at Night?

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Aug 19, 2025
#342: AI is Not the Solution

#342: AI is Not the Solution

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Aug 18, 2025
#341: When Offence becomes Defence

#341: When Offence becomes Defence

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Aug 14, 2025
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Signal2Noise (S2N) News

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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