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BESSENT’S BUYBACKS WON’T FIX WHAT FISCAL POLICY BROKE
The ‘tourist digs into the recent bond market debate
9 hrs ago
•
Kevin Muir
22
3
1
WATCH YOUR BIDS (s2026 e22)
Alex Altmann is back, Praneet Shah from Goldman's FX desk with some terrific colour about the Yen intervention, and then both sides of the AI bubble …
Aug 16
•
Kevin Muir
28
3
WATCH YOUR BIDS (s2026 e21)
Bryan Whalen from TCW with what is the most overlooked market worry, Gundlach agrees too, Lazard's geopolitical take, the largest loss in hedge fund…
Aug 10
•
Kevin Muir
25
6
SOMETIMES TRADING IS THAT SIMPLE: LONG GOLD AGAIN
The 'tourist takes the technical buy signal in gold and doesn't overthink it
Aug 8
•
Kevin Muir
65
22
1
July 2026
THE FFQ6 SELLER: WILL HE BE RIGHT ABOUT THIS FOMC MEETING?
The 'tourist examines why the market has diverged from economists' forecasts for the chance of a hike at this upcoming FOMC meeting
Jul 28
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Kevin Muir
37
14
THE FORWARD-DISCOUNTING MACHINE DOESN'T CARE ABOUT YOUR EPS CHART
The 'tourist explains why this is the quarter where spooz and NTM EPS finally diverge
Jul 27
•
Kevin Muir
35
3
1
WATCH YOUR BIDS (s2026 e20)
Goldman's "The Breaks of the Game" is back. Dutta thinks the Fed hikes, gold stocks cheapest in decades, Dr. Gio explains how to get out of drawdowns…
Jul 26
•
Kevin Muir
22
9
CLIQUET OPTIONS: WALL STREET'S INSURANCE POLICY AGAINST YOUR ETF BLOWING UP
The 'tourist examines the stop out danger and the systemic macro risks from leveraged ETF products and concludes the market is too complacent
Jul 20
•
Kevin Muir
34
7
1
LEVERAGED ETFs: DAILY REBLANCING, ETERNAL CONSEQUENCES
The 'tourist is sounding the alarm on these increasingly popular products
Jul 20
•
Kevin Muir
31
5
1
WATCH YOUR BIDS (s2026 e19)
JPM's Cembalest is getting worried, MS CIO is selling semis & memory to buy MAG7, David Frum on why the failure of CUSMA is no big deal, Ben Inker with…
Jul 14
•
Kevin Muir
22
5
KATAYAMA'S WARNING SHOT
Why the 'tourist believes that the Japanese Finance Minister's comments are being underappreciated by the market and why this is the end of the Yen bear…
Jul 14
•
Kevin Muir
45
14
2
WATCH YOUR BIDS (s2026 e18)
Goldman's Jan Hatzius on the employment report, and then some AI stuff - the best interview you will ever hear comes from Paul Kedrosky, then Gary…
Jul 4
•
Kevin Muir
26
3
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