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THE LARGEST MID-CYCLE EARNINGS ACCELERATION ON RECORD
The 'tourist tries to figure out where he went wrong
May 14
•
Kevin Muir
44
20
1
WATCH YOUR BIDS (s2026 e12)
Patrick Boyle with some SpaceX analysis, Richard Bernstein is the best interview of the week, Morgan Stanley on CAPEX spending, Rosie is starting to…
May 4
•
Kevin Muir
32
6
April 2026
WHY DID THE FRONT-END GET HAMMERED SO BADLY?
And does that provide opportunities going forward? (yes!)
Apr 27
•
Kevin Muir
35
3
PAUL KRAKE'S VIEW FROM THE PEAK
Paul checks in and explains why the rest of the stock market might start being the true beneficiary of the AI revolution
Apr 25
•
Kevin Muir
and
Paul Krake
21
4
2
WATCH YOUR BIDS (s2026 e11)
Peter Boockvar with a terrific insight, Ankur Crawford why bubble talk is wrong, Dominic Wilson from Goldman's nuance explanation about market and…
Apr 25
•
Kevin Muir
27
2
1
178k JOBS? NOT SO FAST
The 'tourist examines a recent San Francisco Fed paper that suggests the recent job growth might not be as robust as it appears and why the types of…
Apr 23
•
Kevin Muir
35
6
OUTLINING THE BULL AND BEAR ARGUMENTS
In part two of this two part piece, the 'tourist examines both sides of the market
Apr 19
•
Kevin Muir
55
18
1
MAKING SENSE OF THE LAST TWO MONTHS
In part one of this two part piece, the 'tourist reviews the market action since the start of the war
Apr 19
•
Kevin Muir
42
3
INFLATION BREAKEVENS HAVE NOT COLLAPSED!
The 'tourist pushes back on some bad takes on inflation out there
Apr 16
•
Kevin Muir
26
3
1
WATCH YOUR BIDS (s2026 e10)
Novagratz on what ends the bull market, Ellen Zentner is not optimistic about the economy, where Porter Collins is hiding, Rick Reider's test if you are…
Apr 12
•
Kevin Muir
22
1
1
WHAT NOT TO BUY
Hint: it's Wall Street's favourite recommendation
Apr 10
•
Kevin Muir
53
5
WATCH YOUR BIDS (s2026 e09)
Morgan Stanley and oil, BofA's Aditya Bhave with the employment report, Bill Dudley about the Fed, PGIM's Mike Collins is buying bonds, and then the…
Apr 3
•
Kevin Muir
28
6
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