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November 2025

WATCH YOUR BIDS (s2025 e37)
Josh Brown nails how tech market has changed, Mike Wilson is bullish (but bearish economy?), Elliott's Jesse Cohn on the perils of passive investing and…
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Kevin Muir
EPS AND THE GAMES PEOPLE PLAY
The 'tourist walks through earnings season and what changed this past quarter
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Kevin Muir
WATCH YOUR BIDS (s2025 e36)
RBC Chief economist with wise words about K-shape recover, Blackrock's Chief of the America says something out loud that still stuns me, and then the…
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Kevin Muir
PUT ME IN THE ALUMINUM BULL CAMP
The 'tourist has finally found a company he can get excited about
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Kevin Muir
WATCH YOUR BIDS (s2025 e35)
Scott Galloway takes a swipe at Sam Altman, Rick Rule explains why he sold a quarter of his junior gold miners and bot energy companies, Cliff Asness…
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Kevin Muir
WATCH YOUR BIDS (s2025 e34)
RBC Lori Calvasina is getting less bullish, Kevin Warsh talking crazy, the real reason Amazon is cutting staff, some AI stuff you don't want to miss…
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Kevin Muir
THE PROBLEM WITH GOVERNMENT ACCOUNTING
The 'tourist explains why deficits are not all the same
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Kevin Muir
BCOM REBALANCE: TONS OF EARLY NEW YEAR PRECIOUS METALS SELLING
The 'tourist gets a heads-up from a pal about the upcoming Bloomberg commodity index rebalance
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Kevin Muir
THIS ISN'T THE MAG7 OF A FEW YEARS AGO
The 'tourist explains the worrying divergence between FCF and EPS
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Kevin Muir

October 2025

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