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BOND MARKET SHORT-SIDE OPPORTUNITY
The London Macro Whisperer highlights an overlooked bond market risk
May 12
•
Kevin Muir
34
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BOND MARKET SHORT-SIDE OPPORTUNITY
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12
M'tourist Private Feed Recap
for Monday, May 5th, 2025
May 6
•
Kevin Muir
8
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M'tourist Private Feed Recap
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M'tourist Private Feed Recap
for Friday, May 2nd, 2025
May 5
•
Kevin Muir
8
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M'tourist Private Feed Recap
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FISCAL POLICY IS LOOSE—BUT FOR HOW LONG?
The 'tourist tries to explain the stock market's recent strength
May 5
•
Kevin Muir
42
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FISCAL POLICY IS LOOSE—BUT FOR HOW LONG?
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12
April 2025
KEEPING THE BIG PICTURE IN MIND
The 'tourist revisits the 2007 top to help navigate 2025
Apr 30
•
Kevin Muir
39
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KEEPING THE BIG PICTURE IN MIND
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14
GOLD MINERS: THE 'TOURIST IS BUYING
Why they will likely beat the S&P 500 and maybe even gold itself!
Apr 24
•
Kevin Muir
46
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GOLD MINERS: THE 'TOURIST IS BUYING
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15
M'tourist Private Feed Recap
for Monday, April 21st, 2025
Apr 22
•
Kevin Muir
9
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M'tourist Private Feed Recap
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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…
Apr 21
•
Kevin Muir
24
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WEEKLY WRAP-UP (s2025 e15)
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7
M'tourist Private Feed Recap
for Tuesday, April 15th, 2025
Apr 15
•
Kevin Muir
13
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M'tourist Private Feed Recap
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3
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…
Apr 13
•
Kevin Muir
35
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WEEKLY WRAP-UP (s2025 e14)
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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
Apr 11
•
Kevin Muir
59
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NOT GIVING UP ON USD SHORT YET
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25
SWAP SPREADS: SHOULD WE BE WORRIED?
Has the global margin call spread to bonds?
Apr 9
•
Kevin Muir
43
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SWAP SPREADS: SHOULD WE BE WORRIED?
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