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JAPANESE RULE CHANGE FUELING YEN WEAKNESS AND MAG7 STRENGTH?
The 'tourist reviews the change to the Japanese NISA accounts
Jul 24
•
Kevin Muir
23
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JAPANESE RULE CHANGE FUELING YEN WEAKNESS AND MAG7 STRENGTH?
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15
WEEKLY WRAP-UP (s2024 e26)
Audio edition: terrible week for winning trades, Abby Joseph Cohen is more bearish after she sheds GS job, Matt Klein on Odd Lots talks tariffs, and…
Jul 22
•
Kevin Muir
9
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WEEKLY WRAP-UP (s2024 e26)
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TRUMP'S BLOOMBERG BUSINESSWEEK INTERVIEW
The making of the next "Tariff King"
Jul 17
•
Kevin Muir
47
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TRUMP'S BLOOMBERG BUSINESSWEEK INTERVIEW
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51
WEEKLY WRAP-UP (s2024 e25)
Audio Edition: Mike Wilson, Stuart Kaiser, Jeff Rosenberg and Neil Dutta weigh in on whether the Fed can stick the soft landing and we finish with…
Jul 15
•
Kevin Muir
13
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WEEKLY WRAP-UP (s2024 e25)
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2
WORRIED (Part 1 of 3)
The 'tourist walks through the first part of his new bearish view: the risk of recession is higher than anytime since COVID
Jul 12
•
Kevin Muir
45
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WORRIED (Part 1 of 3)
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23
WEEKLY WRAP-UP (s2024 e24)
Audio Edition: Neil Dutta is getting worried about a financial accident, Katie Koch from TCW is also sitting in cash waiting for an event, and Mike…
Jul 1
•
Kevin Muir
12
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WEEKLY WRAP-UP (s2024 e24)
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15
June 2024
FED'S PERMANENTLY LARGE BALANCE SHEET'S BENEFITS HAVE ALREADY BEEN FELT
The 'tourist walks through how QE/QT affects both the economy and financial markets, and explains why the best is behind us
Jun 24
•
Kevin Muir
26
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FED'S PERMANENTLY LARGE BALANCE SHEET'S BENEFITS HAVE ALREADY BEEN FELT
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21
MARKETS RETURN TO MEAN OVER TIME
Why the 'tourist taking some advice from Bob Farrell and going to cash
Jun 21
•
Kevin Muir
34
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MARKETS RETURN TO MEAN OVER TIME
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9
LOWER INTEREST RATES WILL NOT MEAN HIGHER STOCK PRICES
The 'tourist re-examines the whole idea that "interest rate hikes can be stimulative"
Jun 21
•
Kevin Muir
31
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LOWER INTEREST RATES WILL NOT MEAN HIGHER STOCK PRICES
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11
WEEKLY WRAP-UP (s2024 e23)
Audio edition: Why Americans are so unhappy with the economy, will financial contagion return and Jim Chanos' "target rich environment"
Jun 17
•
Kevin Muir
10
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WEEKLY WRAP-UP (s2024 e23)
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6
WEEKLY WRAP-UP (s2024 e22)
El-Erian on why the door is shut for the Fed, Mike Wilson is a cautious bull, Bank of Canada is first G7 bank to cut rates, Dean Curnutt with dangers of…
Jun 10
•
Kevin Muir
12
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WEEKLY WRAP-UP (s2024 e22)
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2
WEEKLY WRAP-UP (s2024 e21)
Audio edition: Bob Michele on "sufficiently restrictive", NVDA air pocket, what worries three big-wigs the most, and Grant Williams articulating the…
Jun 3
•
Kevin Muir
13
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WEEKLY WRAP-UP (s2024 e21)
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10
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