Archive - The MacroTourist

New Top Discussion

for Thursday, May 19th, 2022

17 hr ago

Why the 'tourist is making U.S. homebuilding stocks his biggest individual sector position

May 16

Why the 'tourist is buying small caps, his old friend Sprott Uranium Participation Fund, and homebuilders.

May 13

Why the 'tourist is no longer net short risk assets

May 11

The 'tourist goes through the math, explains the hedging effects, and finally, fades the "Dumb Money"

May 6

Why the 'tourist thinks the calls for a Fed pause are premature and a little discussion about financial conditions

May 4

Why the 'tourist isn't buying the dip in tech and is staying short

Apr 29

And why the 'tourist is ringing the register on his bond shorts

Apr 26

And how the 'tourist is playing it

Apr 21

The value over growth outperformance is set to accelerate from here

Apr 18

Why the 'tourist is worried about this weekend's French elections

Apr 8

Why the 'tourist hasn't started the yield curve inversion countdown clock yet

Apr 7

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