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EXPLAINING VOL CONTROL FUNDS
The 'tourist talks about the other type of vol fund that's moving markets
May 21
•
Kevin Muir
17
13
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EXPLAINING VOL CONTROL FUNDS
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FLAT IS A POSITION TOO
The 'tourist explains why he steering clear of US stock indexes
May 18
•
Kevin Muir
20
11
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FLAT IS A POSITION TOO
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READY-FIRE-AIM!
The 'tourist encourages everyone to think about a potential technical default ahead of time
May 12
•
Kevin Muir
23
17
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READY-FIRE-AIM!
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THE LAST HIKE?
The 'tourist goes through what's happened in the past after the last Fed hike
May 4
•
Kevin Muir
18
5
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THE LAST HIKE?
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TAKING US THROUGH THE MUD
The 'tourist examines the debt ceiling and digs into the CDS market
May 2
•
Kevin Muir
18
7
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TAKING US THROUGH THE MUD
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April 2023
STOCK/BOND CORRELATION
The 'tourist examines what the flipping of stock/bond correlation from negative to positive might mean for markets
Apr 27
•
Kevin Muir
23
6
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STOCK/BOND CORRELATION
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THE MOST IMPORTANT CHALLENGE FACING INVESTORS
Why the 'tourist thinks that the decline of the 60/40 portfolio and the flipping of stock/bond correlation should be at the forefront of all investors…
Apr 25
•
Kevin Muir
17
9
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THE MOST IMPORTANT CHALLENGE FACING INVESTORS
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THE RATIONAL GOLD BULL
The 'tourist talks about Einhorn's "Tepper moment" for gold
Apr 8
•
Kevin Muir
42
13
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THE RATIONAL GOLD BULL
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LIQUIDITY REVISITED
The 'tourist checks back in on "total liquidity" and does a little correlation analysis
Apr 3
•
Kevin Muir
30
30
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LIQUIDITY REVISITED
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March 2023
UNDERSTANDING THE EPIC MOVES AT THE FRONT-END
The 'tourist tries to convey the magnitude of the volatility in STIRs
Mar 22
•
Kevin Muir
30
15
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UNDERSTANDING THE EPIC MOVES AT THE FRONT-END
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A WEEK WHEN LOTS CHANGED
The 'tourist walks through some of the recent news
Mar 20
•
Kevin Muir
36
19
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A WEEK WHEN LOTS CHANGED
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MARKET IS MISSING BIGGER PICTURE
The 'tourist walks through what is being overlooked
Mar 13
•
Kevin Muir
36
37
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MARKET IS MISSING BIGGER PICTURE
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