The MacroTourist

The almost daily email about markets from Kevin Muir.

By Kevin Muir
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The MacroTourist

The MacroTourist

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M'tourist Private Feed Recp
for Monday, July 14th, 2025
22 mins ago • 
Kevin Muir

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M'tourist Private Feed Recp
M'tourist Private Feed Recap
for Wednesday, July 9th, 2025
Jul 9 • 
Kevin Muir
10

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M'tourist Private Feed Recap
2
M'tourist Private Feed Recap
for Tuesday, July 8th, 2025
Jul 9 • 
Kevin Muir
10

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M'tourist Private Feed Recap
M'tourist Private Feed Recap
for Monday, July 7th, 2025
Jul 8 • 
Kevin Muir
17

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M'tourist Private Feed Recap
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 • 
Kevin Muir
20

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WATCH YOUR BIDS (s2025 e20)
2

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WATCH YOUR BIDS (s2025 e19)
The 'tourist's WEEKLY WRAP-UP audio edition is now officially a podcast! (No, nothing has changed...)
Jun 30 • 
Kevin Muir
16

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WATCH YOUR BIDS (s2025 e19)
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 • 
Kevin Muir
38

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VOL-CONTROL FUNDS: DIVING DEEP INTO THE MODEL
18
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 • 
Kevin Muir
39

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LOWERING FORWARD RATES TO SOLVE TRUMP'S PROBLEM WITH THE FED
5
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 • 
Kevin Muir
48

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IT'S NOT TIME (YET) TO GET SHORT
7
WEEKLY WRAP-UP (s2025 e18)
Audio edition: Steve Eisman talks about most important thing for markets and why deficits don't matter, Torsten Slok presents his bear argument, Benn…
Jun 16 • 
Kevin Muir
15

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WEEKLY WRAP-UP (s2025 e18)
18
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