The MacroTourist
Subscribe
Sign in
Home
Chat
The MacroTourist Private Twit…
Archive
About
New
Top
Discussion
THE ELEPHANT SITS WHEREVER IT WANTS
The value over growth outperformance is set to accelerate from here
Kevin Muir
Apr 18, 2022
78
41
Share this post
THE ELEPHANT SITS WHEREVER IT WANTS
posts.themacrotourist.com
Copy link
Twitter
Facebook
Email
NO NEW SUPPLY. PERIOD.
Why crude oil and energy companies are now the 'tourist's biggest positions
Kevin Muir
May 28, 2021
69
40
Share this post
NO NEW SUPPLY. PERIOD.
posts.themacrotourist.com
Copy link
Twitter
Facebook
Email
THE MYSTERY PORTFOLIO BLOWUP
And why the 'tourist thinks everyone should pay attention
Kevin Muir
Mar 28, 2021
67
32
Share this post
THE MYSTERY PORTFOLIO BLOWUP
posts.themacrotourist.com
Copy link
Twitter
Facebook
Email
MOVING FROM THE LEDGER TO THE REAL WORLD
The 'tourist straps in with a big gold call
Kevin Muir
Mar 15, 2022
67
57
Share this post
MOVING FROM THE LEDGER TO THE REAL WORLD
posts.themacrotourist.com
Copy link
Twitter
Facebook
Email
THE UPCOMING VIOLENT ROTATION
Setting the stage (part 1)
Kevin Muir
Dec 27, 2021
71
53
Share this post
THE UPCOMING VIOLENT ROTATION
posts.themacrotourist.com
Copy link
Twitter
Facebook
Email
TIME TO BUY SOME ENERGY EQUITIES
Why the 'tourist is finally pulling the trigger
Kevin Muir
Sep 15, 2021
70
66
Share this post
TIME TO BUY SOME ENERGY EQUITIES
posts.themacrotourist.com
Copy link
Twitter
Facebook
Email
DRUCK'S HONOURY SEAT AT THE FOMC
Digging into the FOMC statement and the 'tourist is making some big changes to his portfolio
Kevin Muir
Jun 17, 2021
70
30
Share this post
DRUCK'S HONOURY SEAT AT THE FOMC
posts.themacrotourist.com
Copy link
Twitter
Facebook
Email
THIS TIME IS DIFFERENT (FOR QT AT LEAST)
The 'tourist walks through how this cycle's QT setup differs from the last one
Kevin Muir
Jun 7, 2022
62
16
Share this post
THIS TIME IS DIFFERENT (FOR QT AT LEAST)
posts.themacrotourist.com
Copy link
Twitter
Facebook
Email
STRAP IN FOLKS
The 'tourist examines the recent front-end action
Kevin Muir
Feb 6, 2022
65
21
Share this post
STRAP IN FOLKS
posts.themacrotourist.com
Copy link
Twitter
Facebook
Email
THE NEXT COLD WAR
Why the 'tourist thinks it will be fought in cyberspace
Kevin Muir
Feb 25, 2022
65
61
Share this post
THE NEXT COLD WAR
posts.themacrotourist.com
Copy link
Twitter
Facebook
Email
WHAT CHANGED "FOR SURE"
The 'tourist explores his two new trades
Kevin Muir
Mar 2, 2022
59
53
Share this post
WHAT CHANGED "FOR SURE"
posts.themacrotourist.com
Copy link
Twitter
Facebook
Email
CREDIT SPREADS ARE NOT CONFIRMING
Why the 'tourist is erring on believing this is a run-of-the-mill correction (for now)
Kevin Muir
Jan 23, 2022
63
32
Share this post
CREDIT SPREADS ARE NOT CONFIRMING
posts.themacrotourist.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts