The MacroTourist

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March 2025

WEEKLY WRAP-UP (s2025 e12)
Audio edition: How American and European strategists differ, Brian Belski goes SEMI-PRO, Tom Lee is bullish (*shock*), a blast from the past with Steve…
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Kevin Muir
5
RINGING THE REGISTER ON LOONIE SHORT
And even thinking about joining the long side...
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Kevin Muir
9
WEEKLY WRAP-UP (s2025 e11)
Audio Edition: A squirrel meets a panda, Goldman on whether it's time to buy bonds, Hari Krishnan with a way to play long commodities, Paul Sankey…
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Kevin Muir
21
OPTION WHALE OPPORTUNITIES
The 'tourist's theory as to how the JPM Option Whale's position has been at the center of the price action and why that means we will likely rally this…
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Kevin Muir
12
WEEKLY WRAP-UP (s2025 e10)
Audio Edition: Rob Arnott compares current market to DotCom bubble, Paul Sankey on the oil market, then brilliant interview with Gillian Tett, and…
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Kevin Muir
16
FISCAL: THE BEST SOURCE OF ALPHA
The 'tourist explains why its importance is constantly underestimated and why you should buy the rest of the world
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Kevin Muir
33
WEEKLY WRAP-UP (s2025 e09)
Audio Edition: jam-packed with a bunch of great clips, but don't miss Dean Curnutt's highlighting of the risks in the dispersion trade and David…
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Kevin Muir
9
WHEN A BUBBLE BURSTS, EVERYONE LOSES (AGAIN)
Originally published January 11th, 2022
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Kevin Muir
10
THE BEAR CASE
And why you fade Steve Cohen at your own peril
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Kevin Muir
14
WEEKLY WRAP-UP (s2025 e08)
Audio Edition: Grantham with biggest US bubble, Jeremy then meets World War Z, Tom Lee is bullish, Morgan Stanley's Mike Wilson doesn't think Trump is…
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Kevin Muir
6

February 2025

PRIVATE EQUITY: THE NEXT CRISIS?
The 'tourist's finally finds a way to bet on widening credit spreads!
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Kevin Muir
17
THE TOP IN THE US DOLLAR
And why the 'tourist is buying long-term FX vol
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Kevin Muir
16
WEEKLY WRAP-UP (s2025 e07)
Audio Edition: Dean Curnutt's dispersion trade worries, then Goldman gives their view on current equity environment, TS Lombard talks trade, tariffs and…
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Kevin Muir
5
WEEKLY WRAP-UP (s2025 e06)
Audio Edition: Gina Martin Adams on where to hide from tariffs, Jim Chanos on what will signal the end of the bull market, Steve Bannon's DAYS OF…
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Kevin Muir
8
BESSENT-NOMICS?
Scott takes a page out of Robert Rubin's 1990s playbook (and why it probably won't work)
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Kevin Muir
22
DELIBERATE UNCERTAINTY
The 'tourist is listening to Steve Bannon and adapting his trading
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Kevin Muir
15
WEEKLY WRAP-UP (s2024 e05)
Audio edition: The Bullwark folks debate length of tariffs, Liz Ann Sonders reminds us to watch what they do, not what they say, Jeff Curie loves real…
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Kevin Muir
TARIFFS: THEIR EFFECT ON THE ECONOMY
The 'tourist walks through what tariffs might mean for the economy and markets
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Kevin Muir
14

January 2025

TRUMP TARIFF TIMELINE
The 'tourist goes over Lutnick's comments, examines what the market expects in terms of tariffs, and then explains why he thinks the U.S. economy is…
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Kevin Muir
17
WEEKLY WRAP-UP (s2025 e04)
Audio Edition: Katie Koch from TCW on US euphoria, Mike Wilson's 2025 playbook, a Canadian economist who is more bearish than the 'tourist, Bill…
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Kevin Muir
8
WEEKLY WRAP-UP (s2025 e03)
Audio edition: Liz Ann Sonders with the temperamental era, Rosie starts to make sense, Dan Niles has AI indigestion, Amy Wu Silverman explains the…
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Kevin Muir
4
TRUMP'S CANADA AND MEXICO OBSESSION
The 'tourist explains why tomorrow's tariff announcement on America's two neighbours will be the best signal out there about Trump's plans
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Kevin Muir
4
TWIN DEFICITS: THE WORRIES ARE BACK
And why the 'tourist thinks the market has got it backwards
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Kevin Muir
22
© 2025 Kevin Muir
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