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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
MR. STUPID BUYS JAPAN
The 'tourist decides to pursue happiness instead of pain
Aug 15
33
13
INFLATION URGENCY LESSENS
And what this means for markets
Aug 12
42
43
M'tourist Private Twitter Feed Recap
for Wednesday, August 17th, 2022
7 hr ago
SLOWER FOR LONGER
The 'tourist examines why the Fed will take longer to raise rates, but ultimately end up higher than the market expects
Aug 3
36
46
Most popular
THE ELEPHANT SITS WHEREVER IT WANTS
78
41
NO NEW SUPPLY. PERIOD.
69
40
MOVING FROM THE LEDGER TO THE REAL WORLD
67
57
THE MYSTERY PORTFOLIO BLOWUP
67
32
THE UPCOMING VIOLENT ROTATION
71
53
TIME TO BUY SOME ENERGY EQUITIES
70
66
See all popular
New
Community
ABANDONING FORWARD GUIDANCE?
The 'tourist discusses the possibility the Fed follows the ECB
Jul 27
43
24
THE ROB-HANNA-RISE
The 'tourist highlights a short-term trading phenomenon
Jul 26
30
2
BROKEN WING AWARD FOR THE FED?
The 'tourist fades the idea that the FOMC board members are complete idiots
Jul 22
57
50
RIDING INFLATION FROM THE LONG SIDE
The 'tourist explains why this is like the post-1982 period in reverse
Jul 20
34
23
INFLATION: WHAT'S BUILT IN?
The 'tourist explores the market's expectations for future inflation
Jul 18
39
22
INFLATION AND THE STOCK MARKET
And why the 'tourist thinks we are close to peak Fed hawkishness
Jul 13
42
14
NO MORE PINK TICKETS
Why the 'tourist is changing his investing stance
Jul 7
54
32
BUFFETT MEETS HUBBERT
The 'tourist returns to his familiar position of long energy
Jun 29
32
43
See all
Most popular
THE ELEPHANT SITS WHEREVER IT WANTS
78
41
NO NEW SUPPLY. PERIOD.
69
40
MOVING FROM THE LEDGER TO THE REAL WORLD
67
57
THE MYSTERY PORTFOLIO BLOWUP
67
32
THE UPCOMING VIOLENT ROTATION
71
53
TIME TO BUY SOME ENERGY EQUITIES
70
66
See all popular
The MacroTourist
The almost daily email about markets from Kevin Muir.
Subscribe
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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