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2025's TRADING WISDOM
Another year has gone by. Thank you for all your support.
Dec 31, 2025
•
Kevin Muir
21
7
M'tourist Private Feed Recap
for Tuesday, December 30th, 2025
Dec 30, 2025
•
Kevin Muir
11
WATCH YOUR BIDS (s2025 e40)
Citadel's Griffin is bullish tech but not AI, Dan Niles on the Google/Open AI battle, Chanos weighs in on how much this resembles the DotCom bubble, and…
Dec 29, 2025
•
Kevin Muir
18
1
BUBBLE BURSTING MUSINGS
Why it might finally be time for active equity portfolio management
Dec 29, 2025
•
Kevin Muir
38
14
FEAR AND GREED
The 'tourist explains why the CNN Fear and Greed Index is a poor reflection of market sentiment
Dec 20, 2025
•
Kevin Muir
27
4
1
WATCH YOUR BIDS (s2025 e39)
Rieder thinks about shorting again, Kantrowitz thinks it will be a smooth landing, AQR thinks US stocks should be sold, Ed Yardeni is ringing the…
Dec 16, 2025
•
Kevin Muir
20
US DOLLAR BEAR MARKET SET TO RESUME IN 2026
The 'tourist explains why the US dollar has treaded-water since Liberation Day and why that's about to change
Dec 15, 2025
•
Kevin Muir
31
17
2
WATCH YOUR BIDS PODCAST (s2025 e38)
Lizz Ann Sonders on which stocks are driving markets, Goldman with their take on the USD, RenMac explains why Hassett isn't Trump's first choice, and…
Dec 8, 2025
•
Kevin Muir
22
4
THE NEXT STAGE IN THE AI EVOLUTION
The 'tourist examines why true AI bulls should be buying companies that USE AI, not ones that make it
Dec 7, 2025
•
Kevin Muir
38
12
November 2025
WATCH YOUR BIDS (s2025 e37)
Josh Brown nails how tech market has changed, Mike Wilson is bullish (but bearish economy?), Elliott's Jesse Cohn on the perils of passive investing and…
Nov 30, 2025
•
Kevin Muir
19
1
EPS AND THE GAMES PEOPLE PLAY
The 'tourist walks through earnings season and what changed this past quarter
Nov 28, 2025
•
Kevin Muir
24
4
1
WATCH YOUR BIDS (s2025 e36)
RBC Chief economist with wise words about K-shape recover, Blackrock's Chief of the America says something out loud that still stuns me, and then the…
Nov 24, 2025
•
Kevin Muir
15
2
1
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