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M'tourist Private Feed Recap
for Wednesday, June 3rd, 2026
Jun 4
•
Kevin Muir
16
1
WATCH YOUR BIDS (s2026 e15)
Spotgamma is worried about market, Goldman's Pete Callahan sees earnings driving this rally, John Authers and Robin Brooks weigh in on all things macro…
Jun 2
•
Kevin Muir
18
2
THE TOKEN MIRAGE: HOW CORPORATE AI POLICY FUELED A $8 TILLION RALLY
The 'tourist wonders if the market is misreading the latest AI demand
Jun 1
•
Kevin Muir
51
14
2
May 2026
RMPOs ≠ QE, BUT DO STOCKS KNOW THAT?
The 'tourist was too quick to dismiss his tinfoil-hat-wearing buddies...
May 25
•
Kevin Muir
31
7
1
WATCH YOUR BIDS (s2026 e14)
Patrick Boyle and Mike Novagratz weigh on SpaceX, Josh Brown is a sign of the times, AI commencement speech BOOing, Bob Rubin with a great warning and…
May 25
•
Kevin Muir
24
4
1
WATCH YOUR BIDS (s2026 e13)
PTJ is bearish — no wait he's bullish, Warren Pies explains why AI is rocking, hyperscalers have hit every corporate bid they can, now they're coming to…
May 18
•
Kevin Muir
27
IS THE CAPEX BOOM SPREADING?
The 'tourist digs into the CAPEX numbers to see if the bulls are right
May 17
•
Kevin Muir
39
16
THE LARGEST MID-CYCLE EARNINGS ACCELERATION ON RECORD
The 'tourist tries to figure out where he went wrong
May 14
•
Kevin Muir
51
20
1
WATCH YOUR BIDS (s2026 e12)
Patrick Boyle with some SpaceX analysis, Richard Bernstein is the best interview of the week, Morgan Stanley on CAPEX spending, Rosie is starting to…
May 4
•
Kevin Muir
32
6
April 2026
WHY DID THE FRONT-END GET HAMMERED SO BADLY?
And does that provide opportunities going forward? (yes!)
Apr 27
•
Kevin Muir
35
4
PAUL KRAKE'S VIEW FROM THE PEAK
Paul checks in and explains why the rest of the stock market might start being the true beneficiary of the AI revolution
Apr 25
•
Kevin Muir
and
Paul Krake
21
4
2
WATCH YOUR BIDS (s2026 e11)
Peter Boockvar with a terrific insight, Ankur Crawford why bubble talk is wrong, Dominic Wilson from Goldman's nuance explanation about market and…
Apr 25
•
Kevin Muir
27
2
1
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