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The MacroTourist
The almost daily email about markets from Kevin Muir.
By Kevin Muir · Thousands of paid subscribers
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Let me read it first
HOMEBUILDERS: GRABBING A STACK OF BLUE TICKETS
Why the 'tourist is making U.S. homebuilding stocks his biggest individual sector position
May 16
40
Comment
32
DEMAND FOR LIQUIDITY PRESENTS SOME OPPORTUNITIES
Why the 'tourist is buying small caps, his old friend Sprott Uranium Participation Fund, and homebuilders.
May 13
42
Comment
39
M'tourist Private Twitter Feed Recap
for Thursday, May 19th, 2022
18 hr ago
3
CONSIDERING THE BORING OUTCOME
Why the 'tourist is no longer net short risk assets
May 11
54
Comment
17
Most popular
THE ELEPHANT SITS WHEREVER IT WANTS
77
Comment
41
NO NEW SUPPLY. PERIOD.
69
Comment
39
MOVING FROM THE LEDGER TO THE REAL WORLD
67
Comment
57
THE MYSTERY PORTFOLIO BLOWUP
67
Comment
32
THE UPCOMING VIOLENT ROTATION
71
Comment
53
TIME TO BUY SOME ENERGY EQUITIES
70
Comment
66
See all popular
New
Community
LEVERAGED ETFS: NEVER FOR THE LONG-RUN
The 'tourist goes through the math, explains the hedging effects, and finally, fades the "Dumb Money"
May 6
34
Comment
35
SIMPLY NOT THERE YET
Why the 'tourist thinks the calls for a Fed pause are premature and a little discussion about financial conditions
May 4
41
Comment
30
REPRICING GROWTH STOCKS FOR THE NEW MACRO ENVIRONMENT
Why the 'tourist isn't buying the dip in tech and is staying short
Apr 29
48
Comment
24
THE BOND MARKET HAS ALREADY CRASHED
And why the 'tourist is ringing the register on his bond shorts
Apr 26
52
Comment
27
THE JAPANESE YEN DECLINE
And how the 'tourist is playing it
Apr 21
47
Comment
27
THE ELEPHANT SITS WHEREVER IT WANTS
The value over growth outperformance is set to accelerate from here
Apr 18
77
Comment
41
SLEEPWALKING INTO THE NEXT CRISIS
Why the 'tourist is worried about this weekend's French elections
Apr 8
38
Comment
33
YIELD CURVE INVERSIONS AND OTHER MUSINGS
Why the 'tourist hasn't started the yield curve inversion countdown clock yet
Apr 7
54
Comment
22
See all
Most popular
THE ELEPHANT SITS WHEREVER IT WANTS
77
Comment
41
NO NEW SUPPLY. PERIOD.
69
Comment
39
MOVING FROM THE LEDGER TO THE REAL WORLD
67
Comment
57
THE MYSTERY PORTFOLIO BLOWUP
67
Comment
32
THE UPCOMING VIOLENT ROTATION
71
Comment
53
TIME TO BUY SOME ENERGY EQUITIES
70
Comment
66
See all popular
The MacroTourist
The almost daily email about markets from Kevin Muir.
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inflation
INFLATION SERIES
Part 1 of 3
INFLATION SERIES
Part 2 of 3
INFLATION SERIES
Part 3 of 3
MMT
MMT
Part 1 of 2
MMT
Part 2 of 2
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