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M’tourist Private Feed Recap
for Friday, November 13th, 2026
3 hrs ago
•
Kevin Muir
6
THERE IS NEVER JUST ONE COCKROACH
The ‘tourist channels his inner Dennis Gartman and talks about the downside risks
9 hrs ago
•
Kevin Muir
19
1
M’tourist Private Feed Recap
for Wednesday, November 11th, 2026
Nov 12
•
Kevin Muir
12
M’tourist Private Feed Recap
for Tuesday, November 10th, 2026
Nov 11
•
Kevin Muir
8
M’tourist Private Feed Recap
for Monday, November 9th, 2026
Nov 10
•
Kevin Muir
14
2
WATCH YOUR BIDS (s2026 e28)
“Market clearing event”, Goldman’s expensive defensives, Apollo’s arbitrage, John Hempton weighs in on the AI bubble, and Mexico’s Coming Economic…
Nov 9
•
Kevin Muir
10
3
STRONG JOBS, WEAK FOUNDATIONS
The ‘tourist explains why the economy is not as strong as it appears
Nov 8
•
Kevin Muir
29
4
2
THE AI BUBBLE FOUND ITS EXCUSE
The ‘tourist gives an update on his downside bets
Nov 6
•
Kevin Muir
39
4
1
M’tourist Private Feed Recap
for Wednesday, November 4th, 2026
Nov 5
•
Kevin Muir
15
1
WHAT’S REALLY HOLDING UP THE US DOLLAR
The ‘tourist digs in and sees if the FDI cheques are finally being cashed
Nov 3
•
Kevin Muir
34
20
1
WATCH YOUR BIDS (s2026 e27)
Lord of the Dark Matter makes a public appearance, Alex Altmann does a couple of pods, Steve Eisman sounds pretty bearish, Ken Griffin compares GPU…
Nov 1
•
Kevin Muir
20
4
October 2026
M’tourist Private Feed Recap
for Friday, October 30th, 2026
Oct 31
•
Kevin Muir
12
1
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