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M'tourist Private Feed Recap
for Monday, July 7th, 2025
15 hrs ago
•
Kevin Muir
13
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M'tourist Private Feed Recap
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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
•
Kevin Muir
17
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WATCH YOUR BIDS (s2025 e20)
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2
June 2025
WATCH YOUR BIDS (s2025 e19)
The 'tourist's WEEKLY WRAP-UP audio edition is now officially a podcast! (No, nothing has changed...)
Jun 30
•
Kevin Muir
15
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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
•
Kevin Muir
37
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VOL-CONTROL FUNDS: DIVING DEEP INTO THE MODEL
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18
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
•
Kevin Muir
38
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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
•
Kevin Muir
47
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IT'S NOT TIME (YET) TO GET SHORT
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7
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
•
Kevin Muir
14
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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
•
Kevin Muir
24
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WEEKLY WRAP-UP (s2025 e17)
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6
THE COMING CANADIAN ECONOMIC RENAISSANCE
Why the 'tourist is fading the Carney skepticism
Jun 6
•
Kevin Muir
41
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THE COMING CANADIAN ECONOMIC RENAISSANCE
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28
May 2025
WEEKLY WRAP-UP (s2025 e16)
Audio Edition: JPM's Michael Cembalest with some sober thoughts, Mike Wilson gets bullish again, Warren Pies also thinks next couple of months are…
May 26
•
Kevin Muir
28
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WEEKLY WRAP-UP (s2025 e16)
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4
M'tourist Private Feed Recap
for Friday, May 23rd, 2025
May 24
•
Kevin Muir
9
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M'tourist Private Feed Recap
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M'tourist Private Feed Recap
for Thursday, May 22nd, 2025
May 23
•
Kevin Muir
11
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M'tourist Private Feed Recap
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SHORTING CORPORATE CREDIT
Why the 'tourist is moving some dark side bets to the corporate credit side
May 18
•
Kevin Muir
28
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SHORTING CORPORATE CREDIT
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22
BOND MARKET SHORT-SIDE OPPORTUNITY
The London Macro Whisperer highlights an overlooked bond market risk
May 12
•
Kevin Muir
34
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BOND MARKET SHORT-SIDE OPPORTUNITY
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13
FISCAL POLICY IS LOOSE—BUT FOR HOW LONG?
The 'tourist tries to explain the stock market's recent strength
May 5
•
Kevin Muir
42
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FISCAL POLICY IS LOOSE—BUT FOR HOW LONG?
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13
April 2025
KEEPING THE BIG PICTURE IN MIND
The 'tourist revisits the 2007 top to help navigate 2025
Apr 30
•
Kevin Muir
39
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KEEPING THE BIG PICTURE IN MIND
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14
GOLD MINERS: THE 'TOURIST IS BUYING
Why they will likely beat the S&P 500 and maybe even gold itself!
Apr 24
•
Kevin Muir
47
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GOLD MINERS: THE 'TOURIST IS BUYING
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15
WEEKLY WRAP-UP (s2025 e15)
Audio edition: KKR's head of macro on tariffs and the economy, Warren Pies on whether you should buy the dip, Scott Galloway's predictions, David Frum…
Apr 21
•
Kevin Muir
24
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WEEKLY WRAP-UP (s2025 e15)
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7
WEEKLY WRAP-UP (s2025 e14)
Audio edition: 1988 DJT, Corzine with a podcast appearance, Orszag with the question no one is asking, Oddlots highlights hidden risk, Curries gets…
Apr 13
•
Kevin Muir
35
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WEEKLY WRAP-UP (s2025 e14)
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3
NOT GIVING UP ON USD SHORT YET
The 'tourist expects a bounce, but thinks the long-term USD short story has only gotten better
Apr 11
•
Kevin Muir
59
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NOT GIVING UP ON USD SHORT YET
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25
SWAP SPREADS: SHOULD WE BE WORRIED?
Has the global margin call spread to bonds?
Apr 9
•
Kevin Muir
43
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SWAP SPREADS: SHOULD WE BE WORRIED?
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20
CHINA STIMULUS ON ITS WAY?
A quick note from the 'tourist about a potential long opportunity in Chinese equities
Apr 7
•
Kevin Muir
36
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CHINA STIMULUS ON ITS WAY?
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11
WEEKLY WRAP-UP (s2025 e13)
No audio edition today.... just updating the WEEKLY CHARTS... and some sad news for those in the 'tourist community
Apr 7
•
Kevin Muir
32
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WEEKLY WRAP-UP (s2025 e13)
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13
PRICING IN A GLOBAL RECESSION
The 'tourist unwinds much of his US stock market short position and tries to find ways to play the upcoming rally in the rest of the world
Apr 6
•
Kevin Muir
46
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PRICING IN A GLOBAL RECESSION
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23
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