Archive - The MacroTourist

New Top Discussion

The value over growth outperformance is set to accelerate from here

Apr 18

Why crude oil and energy companies are now the 'tourist's biggest positions

May 28, 2021

The 'tourist straps in with a big gold call

Mar 15

And why the 'tourist thinks everyone should pay attention

Mar 28, 2021

Setting the stage (part 1)

Dec 27, 2021

Why the 'tourist is finally pulling the trigger

Sep 15, 2021

Digging into the FOMC statement and the 'tourist is making some big changes to his portfolio

Jun 17, 2021

Why the 'tourist thinks it will be fought in cyberspace

Feb 25

The 'tourist explores his two new trades

Mar 2

The 'tourist examines the recent front-end action

Feb 6

Why the 'tourist is erring on believing this is a run-of-the-mill correction (for now)

Jan 23

Geopolitics and a US dollar trade

Mar 24, 2021

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