HeyJaredThe View from the Bridge - by BearZ
A weekly read on global markets through fractal maths and rate-of-change quads and how to stay sane in these crazy times.
- Indexed issues, last 90 days
- 6
- Latest publication
- Sep 15, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest issues
The End Game (opens the original)
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Here we are in Mexico with a glorious view across Lake Chapala with the 9000ft peaks in the distance above which the cumulonimbus thunder clouds form and then dump on us in the evening. The calm in the heat of the day before the storm. If you are expecting a market parallel then I wont disappoint you.<div class="image
Turning Japanese…again (opens the original)
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Before I get going here’s something completely different. My amazing wife Bambaji has written a book, which has inspired me too; a story for another day. Its called Remember Your True Self and is the first book about Human Design written in Conscious Life Language. It may all mean nothing to you but you can read about the “whys and wherefores” in the free download of the introduction before you buy a copy at <a href="https://www.amazon.co.uk/Remember-Your-True-Self-Conscious-ebook/dp/B0HFLSYQQS/
Pass the Parcel (opens the original)
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Google reported second-quarter net income up 298% to $112 billion. Back out the $99 billion write-up on its Anthropic stake and there’s still a $10.8 billion gain, so far, so good.Then read the cash flow statement. Capital investment nearly doubled to $44.9 billion, money into private companies came to $21 billion, and adjusted free cash flow ran to minus $26 billion. To keep the buildout going, Google issued $30.5 billion of common shares, $19 billion of convertibles and $24.8 billion of straig
Don't Pay the Ferryman (opens the original)
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Michael Green quit this weekend. Five years at Simplify, a firm he joined when it ran about $200m and leaves at roughly $14bn, and he’s off to found Tier1 Alpha Asset Management, where he’ll be CEO and CIO and charge you more than an index fund does.Twenty-two pages of explanation came with the resignation. One sentence held me:“Markets cannot indefinitely free-ride on information nobody is being paid to produce.”Put some numbers round that. The ICI’s May figures have indexed mutual funds and ET
A Semi-Theory of Almost Everything — Michael W. Green (opens the original)
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A Semi-Theory of Almost Everything — Michael W. Green - a summaryGreen’s full article is long and technical, so here’s the short version. The message: leveraged ETFs are poor long-term holdings. Obvious to you, perhaps. It’s lost on a retail crowd that can’t get enough of them.Michael Green argues that the semiconductor rally in spring 2026, and its abrupt reversal, was driven substantially by mechanical ETF flows. Improving AI fundamentals and investor enthusiasm explain much less of it than pe
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