Founder, Market Thinker

Mark Tinker

Mark Tinker has over 35 years experience as an investor, market strategist and economist. Having spent more than 20 years as a sell side strategist and being top rated on numerous occasions and surveys he moved to investment management in 2006 to run global equity portfolios in London and subsequently moved to Hong Kong in 2013 to help establish an Investment Management business for a top 20 international asset manager. He first started writing investment weeklies for his employers in 1989, developing a style characterised under the title Market Thinking and has been a regular commentator and presenter on CNBC, Bloomberg and other business channels, where his approach of rationalising market behaviour rather than making short term predictions on high frequency market data provides a welcome balance to his client audience.

Founder

Market Thinker

Making Sense of the Narrative

Macroeconomics

<ul><li>Markets are asking the same question as bored children stuck in a long delay at Dover “Are we there yet?”</li><li>The second half of July saw yet another bear market rally and while we are not sure we are ‘there’, this one does look the most convincing to date in terms of putting in some sort of market low.</li><li>Some of our ‘softer’ indicators, like Retail sentiment, Google word counts on topics like Bear market (down from index of 100 in June to 14 now) as well as opposite searches for terms like ‘new bull market’ (up from 16 to 94) are clearly more optimistic.</li></ul>

Markets are asking the same question as bored children stuck in a long delay at Dover “Are we there yet?”The second half of July saw yet another bear market rally and while we are not sure we are ‘there’, this one does look the most convincing to date in terms of putting in some sort of market low.Some of our ‘softer’ indicators, like Retail sentiment, Google word counts on topics like Bear market (down from index of 100 in June to 14 now) as well as opposite searches for terms like ‘new bull market’ (up from 16 to 94) are clearly more optimistic.

August Market Thinking