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AN ATTRACTIVE OPPORTUNITY IN MBS/CREDIT LAND
The 'tourist takes his cue from two of the best bond traders out there
2 hrs ago
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Kevin Muir
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AN ATTRACTIVE OPPORTUNITY IN MBS/CREDIT LAND
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M'tourist Private Feed Recap
for Wednesday, November 29th, 2023
Nov 29
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Kevin Muir
3
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M'tourist Private Feed Recap
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M'tourist Private Feed Recap
for Tuesday, November 28th, 2023
Nov 29
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Kevin Muir
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THE ELEPHANT SITS WHEREVER IT WANTS
Apr 18, 2022
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Kevin Muir
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THE ELEPHANT SITS WHEREVER IT WANTS
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NO NEW SUPPLY. PERIOD.
May 28, 2021
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Kevin Muir
70
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NO NEW SUPPLY. PERIOD.
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MOVING FROM THE LEDGER TO THE REAL WORLD
Mar 15, 2022
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Kevin Muir
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MOVING FROM THE LEDGER TO THE REAL WORLD
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THE MYSTERY PORTFOLIO BLOWUP
Mar 28, 2021
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Kevin Muir
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THE MYSTERY PORTFOLIO BLOWUP
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THE UPCOMING VIOLENT ROTATION
Dec 27, 2021
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Kevin Muir
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THE UPCOMING VIOLENT ROTATION
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WEEKLY WRAP-UP (s2023 e20)
For the week ending Nov 24/23: the 'tourist examines the post-COVID low in the cost of protecting a stock market portfolio
Nov 25
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Kevin Muir
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WEEKLY WRAP-UP (s2023 e20)
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WATCH FOR A SUBTLE FED SHIFT
The 'tourist explains why the Fed is likely uncomfortable with the recent pace of financial conditions easing
Nov 24
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Kevin Muir
19
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WATCH FOR A SUBTLE FED SHIFT
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M'tourist Private Feed Recap
for Tuesday, November 21st, 2023
Nov 22
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Kevin Muir
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M'tourist Private Feed Recap
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M'tourist Private Feed Recap
for Monday, November 20th, 2023
Nov 21
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Kevin Muir
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WEEKLY WRAP-UP (s2023 e19)
for the week ending Friday, September 17th, 2023
Nov 20
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Kevin Muir
11
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WEEKLY WRAP-UP (s2023 e19)
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FOLLOW THE MONEY
Why MAG7 has rallied so hard and why the 'tourist thinks we're near the end of its outperformance
Nov 20
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Kevin Muir
31
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FOLLOW THE MONEY
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WE'RE ALL OPTION TRADERS NOW
The 'tourist examines BUY-WRITE ETFs' flows, and explains why option trading matters to everyone now
Nov 17
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Kevin Muir
19
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WE'RE ALL OPTION TRADERS NOW
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INFLATION SERIES
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