The MacroTourist

The MacroTourist

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PAUL KRAKE'S VIEW FROM THE PEAK
Paul checks in and explains why the rest of the stock market might start being the true beneficiary of the AI revolution
 • Kevin Muir and Paul Krake
WATCH YOUR BIDS (s2026 e11)
Peter Boockvar with a terrific insight, Ankur Crawford why bubble talk is wrong, Dominic Wilson from Goldman's nuance explanation about market and…
 • Kevin Muir
M'tourist Private Feed Recap
for Thursday, April 23rd, 2026
 • Kevin Muir
178k JOBS? NOT SO FAST
The 'tourist examines a recent San Francisco Fed paper that suggests the recent job growth might not be as robust as it appears and why the types of…
 • Kevin Muir
OUTLINING THE BULL AND BEAR ARGUMENTS
In part two of this two part piece, the 'tourist examines both sides of the market
 • Kevin Muir
MAKING SENSE OF THE LAST TWO MONTHS
In part one of this two part piece, the 'tourist reviews the market action since the start of the war
 • Kevin Muir
INFLATION BREAKEVENS HAVE NOT COLLAPSED!
The 'tourist pushes back on some bad takes on inflation out there
 • Kevin Muir
WATCH YOUR BIDS (s2026 e10)
Novagratz on what ends the bull market, Ellen Zentner is not optimistic about the economy, where Porter Collins is hiding, Rick Reider's test if you are…
 • Kevin Muir
WHAT NOT TO BUY
Hint: it's Wall Street's favourite recommendation
 • Kevin Muir
WATCH YOUR BIDS (s2026 e09)
Morgan Stanley and oil, BofA's Aditya Bhave with the employment report, Bill Dudley about the Fed, PGIM's Mike Collins is buying bonds, and then the…
 • Kevin Muir

March 2026

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