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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…
Jul 14
•
Kevin Muir
21
5
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…
Jul 14
•
Kevin Muir
37
14
2
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…
Jul 4
•
Kevin Muir
26
3
OI&E: THERE'S A FINE LINE BETWEEN CLEVER AND CIRCULAR
The 'tourist examines the "Other Income & Expense" that is dominating index EPS growth
Jul 4
•
Kevin Muir
31
22
1
June 2026
WHEN THE EQUITY FUNDING MARKET SCREAMS AND NOBODY LISTENS
Why the 'tourist is watching this small corner of the market so closely
Jun 29
•
Kevin Muir
46
21
1
M'tourist Private Feed Recap
for Wednesday, June 24th, 2026
Jun 24
•
Kevin Muir
18
4
WATCH YOUR BIDS (s2026 e17)
Seth Klarman on bubbles, Warsh is no dove, Mike Wilson, Cliff Asness, the trio from Goldman and a little bit of geopolitics to end the pod...
Jun 22
•
Kevin Muir
25
10
WARSH AND PEACE: THE FED MEANS BUSINESS
The market is underestimating the seriousness of Warsh and the FOMC's resolve
Jun 18
•
Kevin Muir
42
27
1
IF IT'S OBVIOUS, IT'S OBVIOUSLY WRONG
The 'tourist is finally adding to his ENERGY LONGS
Jun 17
•
Kevin Muir
76
27
1
WATCH YOUR BIDS (s2026 e16)
Jim Chanos with some AI accounting truths, Goldman's Daan Struyven weighs in on energy, AI bear Ed Zitron's spicy interview, and Ex-Citadel Brett…
Jun 15
•
Kevin Muir
24
7
2
DOVISH DREAMS, HAWKISH MATH
A new Fed Chair, an old problem: the numbers don't care who's at the podium
Jun 14
•
Kevin Muir
34
14
2
THE COUCH CUSHION ECONOMY
The demand/supply picture for equities has changed and investors should take notice
Jun 11
•
Kevin Muir
41
10
2
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