The MacroTourist | Kevin Muir | Substack

M'tourist Private Feed Recap

for Thursday, July 24th, 2025

Jul 24

M'tourist Private Feed Recap

for Tuesday, July 22nd, 2025

Jul 24 •

SMARTEST SELL-SIDE FX TRADER IN LONDON

Part 2 of the "tourist is still short USD" series

Jul 21 •

THE GAMEMASTER (STILL) WANTS A LOWER USD

Part 1 of "the 'tourist is still short USD" series

Jul 21 •

WATCH YOUR BIDS (s2025 e21)

A couple of great sell-side comments from GS and Barclays, Oren Cass with the problems with globalization, followed by a Yale Prof and Jared Bernstein…

Jul 16 •

Recent posts

WATCH YOUR BIDS (s2025 e20)

DIscovery's Citrone hit the cover off the ball. What does he like now? Powell says quiet part out loud. Rosenberg's take on employment report. Compound…

Jul 7 •

WATCH YOUR BIDS (s2025 e19)

The 'tourist's WEEKLY WRAP-UP audio edition is now officially a podcast! (No, nothing has changed...)

Jun 30 •

VOL-CONTROL FUNDS: DIVING DEEP INTO THE MODEL

The 'tourist, along with the help of Macro Manv, digs into the S&P 500 vol-control strategy and provides a way to forecast the day-to-day flows

Jun 29 •

LOWERING FORWARD RATES TO SOLVE TRUMP'S PROBLEM WITH THE FED

There is a way for Trump to keep Powell, but still lower forward rates to help with the budget problem...

Jun 25 •

IT'S NOT TIME (YET) TO GET SHORT

The 'tourist examines the option market makers' gamma positioning and the vol-control strategies' exposures and concludes that the rest of June will be…

Jun 16 •

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