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LOWERING FORWARD RATES TO SOLVE TRUMP'S PROBLEM WITH THE FED
There is a way for Trump to keep Powell, but still lower forward rates to help with the budget problem...
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Kevin Muir
5
IT'S NOT TIME (YET) TO GET SHORT
The 'tourist examines the option market makers' gamma positioning and the vol-control strategies' exposures and concludes that the rest of June will be…
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Kevin Muir
7
WEEKLY WRAP-UP (s2025 e18)
Audio edition: Steve Eisman talks about most important thing for markets and why deficits don't matter, Torsten Slok presents his bear argument, Benn…
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Kevin Muir
18
WEEKLY WRAP-UP (s2025 e17)
Audio edition: Jamie Dimon's warning, then the bubble in Private Equity and Credit, and finally, Stephanie Ruhle and Rick Wilson talk some politics (and…
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Kevin Muir
6
THE COMING CANADIAN ECONOMIC RENAISSANCE
Why the 'tourist is fading the Carney skepticism
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Kevin Muir
28
M'tourist Private Feed Recap
for Tuesday, June 3rd, 2025
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Kevin Muir
M'tourist Private Feed Recap
for Monday, June 2nd, 2025
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Kevin Muir

May 2025

WEEKLY WRAP-UP (s2025 e16)
Audio Edition: JPM's Michael Cembalest with some sober thoughts, Mike Wilson gets bullish again, Warren Pies also thinks next couple of months are…
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Kevin Muir
4
M'tourist Private Feed Recap
for Friday, May 23rd, 2025
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Kevin Muir
M'tourist Private Feed Recap
for Thursday, May 22nd, 2025
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Kevin Muir
SHORTING CORPORATE CREDIT
Why the 'tourist is moving some dark side bets to the corporate credit side
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Kevin Muir
22
BOND MARKET SHORT-SIDE OPPORTUNITY
The London Macro Whisperer highlights an overlooked bond market risk
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Kevin Muir
13
FISCAL POLICY IS LOOSE—BUT FOR HOW LONG?
The 'tourist tries to explain the stock market's recent strength
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Kevin Muir
12

April 2025

KEEPING THE BIG PICTURE IN MIND
The 'tourist revisits the 2007 top to help navigate 2025
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Kevin Muir
14
GOLD MINERS: THE 'TOURIST IS BUYING
Why they will likely beat the S&P 500 and maybe even gold itself!
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Kevin Muir
15
WEEKLY WRAP-UP (s2025 e15)
Audio edition: KKR's head of macro on tariffs and the economy, Warren Pies on whether you should buy the dip, Scott Galloway's predictions, David Frum…
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Kevin Muir
7
WEEKLY WRAP-UP (s2025 e14)
Audio edition: 1988 DJT, Corzine with a podcast appearance, Orszag with the question no one is asking, Oddlots highlights hidden risk, Curries gets…
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Kevin Muir
3
NOT GIVING UP ON USD SHORT YET
The 'tourist expects a bounce, but thinks the long-term USD short story has only gotten better
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Kevin Muir
25
SWAP SPREADS: SHOULD WE BE WORRIED?
Has the global margin call spread to bonds?
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Kevin Muir
20
CHINA STIMULUS ON ITS WAY?
A quick note from the 'tourist about a potential long opportunity in Chinese equities
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Kevin Muir
11
WEEKLY WRAP-UP (s2025 e13)
No audio edition today.... just updating the WEEKLY CHARTS... and some sad news for those in the 'tourist community
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Kevin Muir
13
PRICING IN A GLOBAL RECESSION
The 'tourist unwinds much of his US stock market short position and tries to find ways to play the upcoming rally in the rest of the world
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Kevin Muir
23
LIBERATION DAY
Trump's message has been consistent for decades - also, investors should turn the channel on Trump and focus on the real economy
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Kevin Muir
7

March 2025

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