The MacroTourist | Kevin Muir | Substack

The 'tourist reviews today's market action and explains why he is starting a long KRE position

Mar 10

The 'tourist reviews the potential reasons for the economy's resiliency

Mar 1

The 'tourist examines why short selling is so tough and offers some suggestions how to deal with it.

Feb 20

The 'tourist talks about inflation expectations and tomorrow's CPI print

Feb 14

The 'tourist examines why financial conditions are easing

Jan 31

The 'tourist uses his simple P/E pricing model to explain recent action

Jan 26

Part 1 of the 'tourist's exploration into short selling

Jan 17

And the 'tourist speculates why investors might be slow to accept it

Jan 9

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The MacroTourist

The almost daily email about markets from Kevin Muir.

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

The MacroTourist

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