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M'tourist Private Twitter Feed Recap
for Thursday, May 19th, 2022
Kevin Muir
18 hr ago
3
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M'tourist Private Twitter Feed Recap
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HOMEBUILDERS: GRABBING A STACK OF BLUE TICKETS
Why the 'tourist is making U.S. homebuilding stocks his biggest individual sector position
Kevin Muir
May 16
40
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HOMEBUILDERS: GRABBING A STACK OF BLUE TICKETS
posts.themacrotourist.com
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DEMAND FOR LIQUIDITY PRESENTS SOME OPPORTUNITIES
Why the 'tourist is buying small caps, his old friend Sprott Uranium Participation Fund, and homebuilders.
Kevin Muir
May 13
42
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39
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DEMAND FOR LIQUIDITY PRESENTS SOME OPPORTUNITIES
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CONSIDERING THE BORING OUTCOME
Why the 'tourist is no longer net short risk assets
Kevin Muir
May 11
54
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CONSIDERING THE BORING OUTCOME
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LEVERAGED ETFS: NEVER FOR THE LONG-RUN
The 'tourist goes through the math, explains the hedging effects, and finally, fades the "Dumb Money"
Kevin Muir
May 6
34
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35
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LEVERAGED ETFS: NEVER FOR THE LONG-RUN
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SIMPLY NOT THERE YET
Why the 'tourist thinks the calls for a Fed pause are premature and a little discussion about financial conditions
Kevin Muir
May 4
41
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30
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SIMPLY NOT THERE YET
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REPRICING GROWTH STOCKS FOR THE NEW MACRO ENVIRONMENT
Why the 'tourist isn't buying the dip in tech and is staying short
Kevin Muir
Apr 29
48
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REPRICING GROWTH STOCKS FOR THE NEW MACRO ENVIRONMENT
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THE BOND MARKET HAS ALREADY CRASHED
And why the 'tourist is ringing the register on his bond shorts
Kevin Muir
Apr 26
52
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27
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THE BOND MARKET HAS ALREADY CRASHED
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THE JAPANESE YEN DECLINE
And how the 'tourist is playing it
Kevin Muir
Apr 21
47
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27
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THE JAPANESE YEN DECLINE
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THE ELEPHANT SITS WHEREVER IT WANTS
The value over growth outperformance is set to accelerate from here
Kevin Muir
Apr 18
77
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THE ELEPHANT SITS WHEREVER IT WANTS
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SLEEPWALKING INTO THE NEXT CRISIS
Why the 'tourist is worried about this weekend's French elections
Kevin Muir
Apr 8
38
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SLEEPWALKING INTO THE NEXT CRISIS
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YIELD CURVE INVERSIONS AND OTHER MUSINGS
Why the 'tourist hasn't started the yield curve inversion countdown clock yet
Kevin Muir
Apr 7
54
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YIELD CURVE INVERSIONS AND OTHER MUSINGS
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