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The MacroTourist
The almost daily email about markets from Kevin Muir.
By Kevin Muir
· Over 25,000 subscribers
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WHY THE RALLY?
The 'tourist uses his simple P/E pricing model to explain recent action
Jan 26
31
16
FADE THE RALLY IN JUNK
Part 1 of the 'tourist's exploration into short selling
Jan 17
27
9
THIS IS THE PAUSE
The 'tourist examines why financial conditions are easing
Jan 31
37
30
THE END OF THE GENERATIONAL BOND BULL MARKET
And the 'tourist speculates why investors might be slow to accept it
Jan 9
33
24
Most popular
THE ELEPHANT SITS WHEREVER IT WANTS
78
41
NO NEW SUPPLY. PERIOD.
69
40
THE MYSTERY PORTFOLIO BLOWUP
67
32
MOVING FROM THE LEDGER TO THE REAL WORLD
67
57
THE UPCOMING VIOLENT ROTATION
71
53
TIME TO BUY SOME ENERGY EQUITIES
70
66
See all popular
New
Community
THE END OF THE ERA OF U.S. OUTPERFORMANCE?
The 'tourist examines the stretched nature of US stock market sentiment
Jan 5
37
19
OPTION WHALE: AT-THE-MONEY EDITION
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
Dec 20, 2022
15
4
LAGARDE COMES OUT FIGHTING
The hawkish ECB shift is enough for the 'tourist to throw in the towel
Dec 16, 2022
32
12
BUYING CRUDE OIL DOWN HERE
The reasons to be bearish crude oil have all largely already occurred, and a terrific long-side risk/reward trade is setting up
Dec 11, 2022
43
16
TRYING TO FIND THE RIGHT LEVEL
Powell confirms the Federal Reserve has entered their "slower for longer" phase
Dec 1, 2022
22
22
THE MOST ANTICIPATED (IN A YEAR'S TIME) RECESSION
The 'tourist takes a look at the chart that everyone is talking about
Nov 28, 2022
27
23
IN DEFENCE OF MMT
And what this means for markets (hint, it's probably time to sell US assets)
Nov 17, 2022
28
38
TIME FOR AN INFLATIONARY SURPRISE TO THE DOWNSIDE?
The 'tourist outlines why this might be a good bet
Nov 9, 2022
44
20
See all
Most popular
THE ELEPHANT SITS WHEREVER IT WANTS
78
41
NO NEW SUPPLY. PERIOD.
69
40
THE MYSTERY PORTFOLIO BLOWUP
67
32
MOVING FROM THE LEDGER TO THE REAL WORLD
67
57
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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