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THE MACROTOURIST IS ON THE ROAD IN EUROPE
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Sep 9
•
Kevin Muir
9
1
DATA CENTERS VS. EVERYTHING ELSE
The ‘tourist digs into the recent viral private construction chart
Sep 9
•
Kevin Muir
35
2
THE VIX’S EVIL TWIN
The ‘tourist grabs Vincent Deluard’s “shadow VIX” and runs with it
Sep 8
•
Kevin Muir
40
9
1
WATCH YOUR BIDS (s2026 e24)
Diane Swonk with an inflation warning, Liz Ann Sonders worries about earnings concentration, Alty says buy quality, Bessent’s foolish reply to Druck and…
Sep 6
•
Kevin Muir
24
7
ELECTION VOL: THE CHIP SHOT NOBODY’S TAKING
The ‘tourist is loading up on index puts
Sep 4
•
Kevin Muir
51
24
3
August 2026
WATCH YOUR BIDS (s2026 e23)
PGIM’s Daleep Singh making tons of sense, Mark Cabana with some colour on long-end, Goldman and Liz Ann Sonders talk equities, sell-side guys can’t say…
Aug 30
•
Kevin Muir
20
1
CANADA: AMERICA’S BEST CUSTOMER
The ‘tourist weighs in on the US/Canada trade war
Aug 26
•
Kevin Muir
43
6
2
BESSENT’S BUYBACKS WON’T FIX WHAT FISCAL POLICY BROKE
The ‘tourist digs into the recent bond market debate
Aug 24
•
Kevin Muir
43
11
3
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
•
Kevin Muir
38
14
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