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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

#402: The Average is the Most Informative and Least Informative Measure of them All.

#402: The Average is the Most Informative and Least Informative Measure of them All.

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Apr 15, 2026
#401: Freedom from  Negative Forces

#401: Freedom from Negative Forces

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Mar 31, 2026
#400: The Layer We Are About To Lose - Which The Models Miss

#400: The Layer We Are About To Lose - Which The Models Miss

AI won't just take jobs. It will dissolve the middle layer of human connection that most people don't even know they depend on — and we have no plan for that.

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Mar 25, 2026
#399: The Crash Everyone Saw Coming and Did Nothing About It

#399: The Crash Everyone Saw Coming and Did Nothing About It

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Mar 18, 2026
#398: The $1.8 Trillion Trade Nobody Wants to Question

#398: The $1.8 Trillion Trade Nobody Wants to Question

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Mar 11, 2026
#397: AI’s Energy Crisis Is Overstated – Capital Markets Know It

#397: AI’s Energy Crisis Is Overstated – Capital Markets Know It

Why inference economics, not energy panic, is what capital is really betting on.

Michael Berman, Ph.D.
Michael Berman, Ph.D.
Mar 3, 2026
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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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