Archive - The MacroTourist

SHORTING CORPORATE CREDIT

Why the 'tourist is moving some dark side bets to the corporate credit side

16 hrs ago •

M'tourist Private Feed Recap

for Friday, May 17th, 2025

May 18 •

M'tourist Private Feed Recap

for Thursday, May 15th, 2025

May 15 •

BOND MARKET SHORT-SIDE OPPORTUNITY

The London Macro Whisperer highlights an overlooked bond market risk

May 12 •

M'tourist Private Feed Recap

for Monday, May 5th, 2025

May 6 •

M'tourist Private Feed Recap

for Friday, May 2nd, 2025

May 5 •

FISCAL POLICY IS LOOSE—BUT FOR HOW LONG?

The 'tourist tries to explain the stock market's recent strength

May 5 •

April 2025

KEEPING THE BIG PICTURE IN MIND

The 'tourist revisits the 2007 top to help navigate 2025

Apr 30 •

GOLD MINERS: THE 'TOURIST IS BUYING

Why they will likely beat the S&P 500 and maybe even gold itself!

Apr 24 •

M'tourist Private Feed Recap

for Monday, April 21st, 2025

Apr 22 •

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 •

M'tourist Private Feed Recap

for Tuesday, April 15th, 2025

Apr 15 •

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