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THE FFQ6 SELLER: WILL HE BE RIGHT ABOUT THIS FOMC MEETING?
The 'tourist examines why the market has diverged from economists' forecasts for the chance of a hike at this upcoming FOMC meeting
 • Kevin Muir
SOMETIMES THE FORWARD-DISCOUNTING MACHINE DOESN'T CARE ABOUT YOUR EPS CHART
The 'tourist explains why this is the quarter where spooz and NTM EPS finally diverge
 • Kevin Muir
WATCH YOUR BIDS (s2026 e20)
Goldman's "The Breaks of the Game" is back. Dutta thinks the Fed hikes, gold stocks cheapest in decades, Dr. Gio explains how to get out of drawdowns…
 • Kevin Muir
CLIQUET OPTIONS: WALL STREET'S INSURANCE POLICY AGAINST YOUR ETF BLOWING UP
The 'tourist examines the stop out danger and the systemic macro risks from leveraged ETF products and concludes the market is too complacent
 • Kevin Muir
LEVERAGED ETFs: DAILY REBLANCING, ETERNAL CONSEQUENCES
The 'tourist is sounding the alarm on these increasingly popular products
 • Kevin Muir
WATCH YOUR BIDS (s2026 e19)
JPM's Cembalest is getting worried, MS CIO is selling semis & memory to buy MAG7, David Frum on why the failure of CUSMA is no big deal, Ben Inker with…
 • Kevin Muir
KATAYAMA'S WARNING SHOT
Why the 'tourist believes that the Japanese Finance Minister's comments are being underappreciated by the market and why this is the end of the Yen bear…
 • Kevin Muir
WATCH YOUR BIDS (s2026 e18)
Goldman's Jan Hatzius on the employment report, and then some AI stuff - the best interview you will ever hear comes from Paul Kedrosky, then Gary…
 • Kevin Muir
OI&E: THERE'S A FINE LINE BETWEEN CLEVER AND CIRCULAR
The 'tourist examines the "Other Income & Expense" that is dominating index EPS growth
 • Kevin Muir

June 2026

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