The MacroTourist

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The 'tourist uses his simple P/E pricing model to explain recent action
16
Part 1 of the 'tourist's exploration into short selling
9
The 'tourist examines why financial conditions are easing
30
And the 'tourist speculates why investors might be slow to accept it
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The 'tourist examines the stretched nature of US stock market sentiment
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The 'tourist walks through why volatility will be dampened until year-end and what happens with a move away the Option Whale's 3835 strike
4
The hawkish ECB shift is enough for the 'tourist to throw in the towel
12
The reasons to be bearish crude oil have all largely already occurred, and a terrific long-side risk/reward trade is setting up
16
Powell confirms the Federal Reserve has entered their "slower for longer" phase
22
The 'tourist takes a look at the chart that everyone is talking about
23
And what this means for markets (hint, it's probably time to sell US assets)
38
The 'tourist outlines why this might be a good bet
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The MacroTourist

The almost daily email about markets from Kevin Muir.
inflation
INFLATION SERIESPart 1 of 3
INFLATION SERIESPart 2 of 3
INFLATION SERIESPart 3 of 3
MMT
MMTPart 1 of 2
MMTPart 2 of 2

The MacroTourist

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