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THIS IS THE PAUSE
The 'tourist examines why financial conditions are easing
Kevin Muir
Jan 31
37
30
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THIS IS THE PAUSE
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WHY THE RALLY?
The 'tourist uses his simple P/E pricing model to explain recent action
Kevin Muir
Jan 26
31
16
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WHY THE RALLY?
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FADE THE RALLY IN JUNK
Part 1 of the 'tourist's exploration into short selling
Kevin Muir
Jan 17
27
9
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FADE THE RALLY IN JUNK
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THE END OF THE GENERATIONAL BOND BULL MARKET
And the 'tourist speculates why investors might be slow to accept it
Kevin Muir
Jan 9
33
24
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THE END OF THE GENERATIONAL BOND BULL MARKET
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THE END OF THE ERA OF U.S. OUTPERFORMANCE?
The 'tourist examines the stretched nature of US stock market sentiment
Kevin Muir
Jan 5
37
19
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THE END OF THE ERA OF U.S. OUTPERFORMANCE?
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December 2022
OPTION WHALE: AT-THE-MONEY EDITION
The 'tourist walks through why volatility will be dampened until year-end and what happens with a move away the Option Whale's 3835 strike
Kevin Muir
Dec 20, 2022
15
4
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OPTION WHALE: AT-THE-MONEY EDITION
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LAGARDE COMES OUT FIGHTING
The hawkish ECB shift is enough for the 'tourist to throw in the towel
Kevin Muir
Dec 16, 2022
32
12
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LAGARDE COMES OUT FIGHTING
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BUYING CRUDE OIL DOWN HERE
The reasons to be bearish crude oil have all largely already occurred, and a terrific long-side risk/reward trade is setting up
Kevin Muir
Dec 11, 2022
43
16
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BUYING CRUDE OIL DOWN HERE
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TRYING TO FIND THE RIGHT LEVEL
Powell confirms the Federal Reserve has entered their "slower for longer" phase
Kevin Muir
Dec 1, 2022
22
22
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TRYING TO FIND THE RIGHT LEVEL
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November 2022
THE MOST ANTICIPATED (IN A YEAR'S TIME) RECESSION
The 'tourist takes a look at the chart that everyone is talking about
Kevin Muir
Nov 28, 2022
27
23
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THE MOST ANTICIPATED (IN A YEAR'S TIME) RECESSION
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IN DEFENCE OF MMT
And what this means for markets (hint, it's probably time to sell US assets)
Kevin Muir
Nov 17, 2022
28
38
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IN DEFENCE OF MMT
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TIME FOR AN INFLATIONARY SURPRISE TO THE DOWNSIDE?
The 'tourist outlines why this might be a good bet
Kevin Muir
Nov 9, 2022
44
20
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TIME FOR AN INFLATIONARY SURPRISE TO THE DOWNSIDE?
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