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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
FINANCIAL ASSET DECLINE WORSE THAN THE GFC
Why the 'tourist thinks we are getting closer to a "Fed slowing of tightening"
Jun 27
33
19
CONSUMER SENTIMENT AND OTHER INDICATORS
What the 'tourist is watching for clues about where stocks could be heading
Jun 16
42
20
BUFFETT MEETS HUBBERT
The 'tourist returns to his familiar position of long energy
31 min ago
5
1
SHORTING JGBS
Why the 'tourist is short JGBs and looking to add
Jun 15
41
28
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
THE COMING CRYPTO CRISIS?
The 'tourist examines what it might mean for markets and the economy
Jun 13
60
25
THIS TIME IS DIFFERENT (FOR QT AT LEAST)
The 'tourist walks through how this cycle's QT setup differs from the last one
Jun 7
62
16
IT'S 2022, AND IT'S COMPLETELY DIFFERENT
Why the 'tourist is throwing out the old playbooks
May 26
59
14
WAS THAT THE (SHORT-TERM) BOTTOM?
The 'tourist with a quick housekeeping update
May 25
62
24
HOMEBUILDERS: GRABBING A STACK OF BLUE TICKETS
Why the 'tourist is making U.S. homebuilding stocks his biggest individual sector position
May 16
45
36
DEMAND FOR LIQUIDITY PRESENTS SOME OPPORTUNITIES
Why the 'tourist is buying small caps, his old friend Sprott Uranium Participation Fund, and homebuilders.
May 13
44
39
CONSIDERING THE BORING OUTCOME
Why the 'tourist is no longer net short risk assets
May 11
56
17
LEVERAGED ETFS: NEVER FOR THE LONG-RUN
The 'tourist goes through the math, explains the hedging effects, and finally, fades the "Dumb Money"
May 6
35
35
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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