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WHEN EVERYONE IS BUYING, YOU SHOULD BE HEDGING
Why the 'tourist is switching to puts and why the market will look a lot different in the New Year
Dec 12
•
Kevin Muir
33
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WHEN EVERYONE IS BUYING, YOU SHOULD BE HEDGING
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17
M'tourist Private Feed Recap
for Tuesday, December 10th, 2024
Dec 11
•
Kevin Muir
4
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M'tourist Private Feed Recap
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M'tourist Private Feed Recap
for Monday, December 9th, 2024
Dec 10
•
Kevin Muir
8
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M'tourist Private Feed Recap
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WEEKLY WRAP-UP (s2024 e44)
Audio Edition: Wall Street Week's Trump tariff review, PTJ's "kayfabe economy", NYU Dean of Valuation weighs in on the market, MAG7 and India vs. China…
Dec 9
•
Kevin Muir
18
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WEEKLY WRAP-UP (s2024 e44)
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2
INFLATION BREAKEVENS: STILL A CORE HOLDING
The 'tourist talks about his favourite investment
Dec 4
•
Kevin Muir
28
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INFLATION BREAKEVENS: STILL A CORE HOLDING
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20
WEEKLY WRAP-UP (s2024 e43)
Audio Edition: the whacky world of up 500%, Mike Wilson turns bullish, the Mooch on DOGE's chances, Bill Dudley on Bessent, Treyz's inside baseball…
Dec 2
•
Kevin Muir
25
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WEEKLY WRAP-UP (s2024 e43)
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8
November 2024
WEEKLY WRAP-UP (s2024 e42)
Audio edition: some MSTR madness for the history books, Cliff Asness' take on value, Kenny G sounds the fiscal alarm bells and Claudia Sahm takes a…
Nov 25
•
Kevin Muir
18
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WEEKLY WRAP-UP (s2024 e42)
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2
FADING THE TREASURY ENTHUSIASM
The 'tourist examines the most important economic advisor in Trump's orbit: Robert Lighthizer
Nov 25
•
Kevin Muir
40
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FADING THE TREASURY ENTHUSIASM
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14
BANKS: THE START OF A NEW (RELATIVE) BULL MARKET?
The 'tourist explains why banks "need" to rise under Trump
Nov 20
•
Kevin Muir
31
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BANKS: THE START OF A NEW (RELATIVE) BULL MARKET?
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9
WEEKLY WRAP-UP (s2024 e41)
Audio edition: Soros' Dawn Fitzpatrick on market, some wisdom from George, and her concerns about private markets. Then Peltz and Einhorn share their…
Nov 18
•
Kevin Muir
27
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WEEKLY WRAP-UP (s2024 e41)
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3
WEEKLY WRAP-UP (s2024 e40)
Audio Edition: Powell is NOT LEAVING, then Druck's Norges interview, followed by Blackrock's Rieder, Nikko's Lavorgna, and Bloomberg's Martin Adams…
Nov 11
•
Kevin Muir
13
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WEEKLY WRAP-UP (s2024 e40)
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9
THE U.S. ELECTION: MAKING MACRO GREAT AGAIN
Why the 'tourist thinks this is one of the most exciting times for macro in many, many years... * h/t to PauloMacro for naming my post
Nov 8
•
Kevin Muir
51
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THE U.S. ELECTION: MAKING MACRO GREAT AGAIN
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