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UNDERSTANDING THE EPIC MOVES AT THE FRONT-END
The 'tourist tries to convey the magnitude of the volatility in STIRs
Mar 22
29
15
A WEEK WHEN LOTS CHANGED
The 'tourist walks through some of the recent news
Mar 20
35
19
M'tourist Private Feed Recap
for Thursday, March 30th, 2023
10 min ago
MARKET IS MISSING BIGGER PICTURE
The 'tourist walks through what is being overlooked
Mar 13
36
37
Most popular
THE ELEPHANT SITS WHEREVER IT WANTS
80
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
BANK CONTAGION SPREADS TO THE REAL ECONOMY
The 'tourist reviews today's market action and explains why he is starting a long KRE position
Mar 10
29
25
WHY IS THE ECONOMY SO STRONG?
The 'tourist reviews the potential reasons for the economy's resiliency
Mar 1
36
47
YOU DON'T STINK AT SHORT SELLING—IT'S JUST REALLY, REALLY DIFFICULT
The 'tourist examines why short selling is so tough and offers some suggestions how to deal with it.
Feb 20
17
18
WHAT DOES YOSHIMASA KNOW?
The 'tourist talks about inflation expectations and tomorrow's CPI print
Feb 14
27
10
THIS IS THE PAUSE
The 'tourist examines why financial conditions are easing
Jan 31
38
30
WHY THE RALLY?
The 'tourist uses his simple P/E pricing model to explain recent action
Jan 26
33
16
FADE THE RALLY IN JUNK
Part 1 of the 'tourist's exploration into short selling
Jan 17
27
9
THE END OF THE GENERATIONAL BOND BULL MARKET
And the 'tourist speculates why investors might be slow to accept it
Jan 9
33
24
See all
Most popular
THE ELEPHANT SITS WHEREVER IT WANTS
80
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.
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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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The MacroTourist
The almost daily email about markets from Kevin Muir.
By Kevin Muir
· Over 26,000 subscribers
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