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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…
Apr 3
•
Kevin Muir
25
6
M'tourist Private Feed Recap
for Thursday, April 2nd, 2026
Apr 2
•
Kevin Muir
14
1
March 2026
VIX INVERSION, BUYING BONDS, JAPAN & THE JPM OPTION WHALE
The second installment of "Catching up with Kev"
Mar 30
•
Kevin Muir
50
12
1
WE NEED TO TALK ABOUT INTEREST RATES AND OIL
The 'tourist attempts to answer the age-old question of whether it's the rise in oil or interest rates that slows the economy
Mar 30
•
Kevin Muir
50
10
1
WATCH YOUR BIDS (s2026 e08)
Jason Shapiro sounds the alarm, Rick Rieder thinks Fed should lower not hike, Citadel's Scott Rubner is now bullish, and timeless wisdom from Arakkis…
Mar 29
•
Kevin Muir
25
13
BUYING GOLD AGAIN
The 'tourist has been waving in our precious little yellow friend...
Mar 27
•
Kevin Muir
52
9
1
WATCH YOUR BIDS (s2026 e07)
BofA Fund Manager Survey, Norges AI study, McNally on oil, Powell on stagflation, a trio of strategists, Park Square on credit and Boaz Weinstein's…
Mar 22
•
Kevin Muir
27
5
AN IMPOSSIBLE FOMC MEETING
The 'tourist sure is happy he's not Jerome Powell today
Mar 18
•
Kevin Muir
26
WATCH YOUR BIDS (s2026 e06)
Steve Rattner is worried about the labour market, so is Claudia Sahm, John Flood from GS with a great idea regarding what to watch for to time the…
Mar 16
•
Kevin Muir
18
5
IT'S FINALLY TIME TO LEAN INTO CORPORATE CREDIT
The 'tourist explains why he has grabbed a big stack of pink tickets and shorted corporate credit spreads
Mar 16
•
Kevin Muir
43
14
1
GEOPOLITICS DOESN'T CHANGE PRICES IN THE LONG-RUN?
The 'tourist pushes back on the idea that geo never matters
Mar 12
•
Kevin Muir
53
17
REPORTS OF THE DEATH OF THE BUSINESS CYCLE ARE VASTLY EXAGGERATED
The 'tourist explains why we've reached a tipping point where unemployment accelerates to the upside
Mar 9
•
Kevin Muir
39
20
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