The MacroTourist
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By Kevin Muir
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M'tourist Private Feed Recap
for Thursday, July 17th, 2025
4 hrs ago
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Kevin Muir
3
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M'tourist Private Feed Recap
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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
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Kevin Muir
16
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WATCH YOUR BIDS (s2025 e21)
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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
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Kevin Muir
20
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WATCH YOUR BIDS (s2025 e20)
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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
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Kevin Muir
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WATCH YOUR BIDS (s2025 e19)
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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
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Kevin Muir
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VOL-CONTROL FUNDS: DIVING DEEP INTO THE MODEL
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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
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Kevin Muir
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LOWERING FORWARD RATES TO SOLVE TRUMP'S PROBLEM WITH THE FED
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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
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Kevin Muir
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IT'S NOT TIME (YET) TO GET SHORT
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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
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Kevin Muir
15
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WEEKLY WRAP-UP (s2025 e18)
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18
WEEKLY WRAP-UP (s2025 e17)
Audio edition: Jamie Dimon's warning, then the bubble in Private Equity and Credit, and finally, Stephanie Ruhle and Rick Wilson talk some politics (and…
Jun 9
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Kevin Muir
25
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WEEKLY WRAP-UP (s2025 e17)
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THE COMING CANADIAN ECONOMIC RENAISSANCE
Why the 'tourist is fading the Carney skepticism
Jun 6
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Kevin Muir
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THE COMING CANADIAN ECONOMIC RENAISSANCE
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