Archive - The MacroTourist

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 •

WEEKLY WRAP-UP (s2025 e14)

Audio edition: 1988 DJT, Corzine with a podcast appearance, Orszag with the question no one is asking, Oddlots highlights hidden risk, Curries gets…

Apr 13 •

NOT GIVING UP ON USD SHORT YET

The 'tourist expects a bounce, but thinks the long-term USD short story has only gotten better

Apr 11 •

SWAP SPREADS: SHOULD WE BE WORRIED?

Has the global margin call spread to bonds?

Apr 9 •

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