<![CDATA[The MacroTourist]]>https://posts.themacrotourist.comhttps://substackcdn.com/image/fetch/$s_!yx6t!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2Fc0b7f4f1-4ece-44fb-9134-52d615cb647f_1280x1280.pngThe MacroTouristhttps://posts.themacrotourist.comSubstackTue, 14 Apr 2026 16:01:13 GMT<![CDATA[M'tourist Private Feed Recap]]>https://posts.themacrotourist.com/p/mtourist-private-feed-recap-838https://posts.themacrotourist.com/p/mtourist-private-feed-recap-838Mon, 13 Apr 2026 20:45:44 GMT

Read more

]]><![CDATA[WATCH YOUR BIDS (s2026 e10)]]>https://posts.themacrotourist.com/p/watch-your-bids-s2026-e10https://posts.themacrotourist.com/p/watch-your-bids-s2026-e10Sun, 12 Apr 2026 14:18:57 GMT

Read more

]]><![CDATA[WHAT NOT TO BUY]]>https://posts.themacrotourist.com/p/what-not-to-buyhttps://posts.themacrotourist.com/p/what-not-to-buyFri, 10 Apr 2026 13:32:20 GMT

Now that the Iran/US/Israeli war has been “resolved” and is “behind us”1, I am seeing all sorts of sell-side recommendations to buy MAG7. I understand the reasons for this call. Buying the dip in these stocks has worked in the past, and by many metrics, MAG7 is now as cheap as it has ever been in the post-COVID era. However, there are plenty of stocks th…

Read more

]]><![CDATA[WATCH YOUR BIDS (s2026 e09)]]>https://posts.themacrotourist.com/p/watch-your-bids-s2026-e09https://posts.themacrotourist.com/p/watch-your-bids-s2026-e09Fri, 03 Apr 2026 23:26:32 GMT

Read more

]]><![CDATA[WATCH YOUR BIDS PODCAST (s2026 e09)]]>https://posts.themacrotourist.com/p/watch-your-bids-podcast-s2026-e09https://posts.themacrotourist.com/p/watch-your-bids-podcast-s2026-e09Fri, 03 Apr 2026 23:26:04 GMT

Read more

]]><![CDATA[VIX INVERSION, BUYING BONDS, JAPAN & THE JPM OPTION WHALE]]>https://posts.themacrotourist.com/p/vix-inversion-buying-bonds-japanhttps://posts.themacrotourist.com/p/vix-inversion-buying-bonds-japanMon, 30 Mar 2026 01:16:07 GMT

Second installment of “Catching up with Kev.”

Read more

]]><![CDATA[WE NEED TO TALK ABOUT INTEREST RATES AND OIL]]>https://posts.themacrotourist.com/p/we-need-to-talk-about-interest-rateshttps://posts.themacrotourist.com/p/we-need-to-talk-about-interest-ratesMon, 30 Mar 2026 00:01:43 GMT

Read more

]]><![CDATA[WATCH YOUR BIDS (s2026 e08)]]>https://posts.themacrotourist.com/p/watch-your-bids-s2026-e08https://posts.themacrotourist.com/p/watch-your-bids-s2026-e08Sun, 29 Mar 2026 18:16:29 GMT

This week’s included clips

For those who are interested in the specific clips that I have highlighted in the attached podcast, please find them below. Don’t forget that they are all included (along with my commentary) in the actual podcast.

Read more

]]><![CDATA[WATCH YOUR BIDS PODCAST (s2026 e08)]]>https://posts.themacrotourist.com/p/watch-your-bids-podcast-s2026-e08https://posts.themacrotourist.com/p/watch-your-bids-podcast-s2026-e08Sun, 29 Mar 2026 18:16:17 GMT

Read more

]]><![CDATA[BUYING GOLD AGAIN]]>https://posts.themacrotourist.com/p/buying-gold-againhttps://posts.themacrotourist.com/p/buying-gold-againFri, 27 Mar 2026 15:57:05 GMT

Read more

]]><![CDATA[WATCH YOUR BIDS (s2026 e07)]]>https://posts.themacrotourist.com/p/watch-your-bids-s2026-e07https://posts.themacrotourist.com/p/watch-your-bids-s2026-e07Sun, 22 Mar 2026 19:31:05 GMT

Read more

]]><![CDATA[WATCH YOUR BIDS PODCAST (s2026 e07)]]>https://posts.themacrotourist.com/p/watch-your-bids-podcast-s2026-e07https://posts.themacrotourist.com/p/watch-your-bids-podcast-s2026-e07Sun, 22 Mar 2026 19:28:26 GMT

Read more

]]><![CDATA[AN IMPOSSIBLE FOMC MEETING]]>https://posts.themacrotourist.com/p/an-impossible-fomc-meetinghttps://posts.themacrotourist.com/p/an-impossible-fomc-meetingWed, 18 Mar 2026 14:24:06 GMT

Read more

]]><![CDATA[WATCH YOUR BIDS (s2026 e06)]]>https://posts.themacrotourist.com/p/watch-your-bids-s2026-e06https://posts.themacrotourist.com/p/watch-your-bids-s2026-e06Mon, 16 Mar 2026 18:56:23 GMT

Read more

]]><![CDATA[WATCH YOUR BIDS PODCAST (s2026 e06)]]>https://posts.themacrotourist.com/p/watch-your-bids-podcast-s2026-e06https://posts.themacrotourist.com/p/watch-your-bids-podcast-s2026-e06Mon, 16 Mar 2026 18:55:35 GMT

Read more

]]><![CDATA[IT'S FINALLY TIME TO LEAN INTO CORPORATE CREDIT]]>https://posts.themacrotourist.com/p/its-finally-time-to-lean-into-corporatehttps://posts.themacrotourist.com/p/its-finally-time-to-lean-into-corporateMon, 16 Mar 2026 00:41:28 GMT

Read more

]]><![CDATA[GEOPOLITICS DOESN'T CHANGE PRICES IN THE LONG-RUN?]]>https://posts.themacrotourist.com/p/geopolitics-doesnt-change-priceshttps://posts.themacrotourist.com/p/geopolitics-doesnt-change-pricesThu, 12 Mar 2026 01:17:32 GMT

Read more

]]><![CDATA[REPORTS OF THE DEATH OF THE BUSINESS CYCLE ARE VASTLY EXAGGERATED ]]>https://posts.themacrotourist.com/p/reports-of-the-death-of-the-businesshttps://posts.themacrotourist.com/p/reports-of-the-death-of-the-businessMon, 09 Mar 2026 15:55:18 GMT

Read more

]]><![CDATA[WATCH YOUR BIDS (s2025 e05)]]>https://posts.themacrotourist.com/p/watch-your-bids-s2025-e05https://posts.themacrotourist.com/p/watch-your-bids-s2025-e05Mon, 09 Mar 2026 02:53:02 GMT

Read more

]]><![CDATA[WATCH YOUR BIDS PODCAST (s2025 e05)]]>https://posts.themacrotourist.com/p/watch-your-bids-podcast-s2025-e05https://posts.themacrotourist.com/p/watch-your-bids-podcast-s2025-e05Mon, 09 Mar 2026 02:52:28 GMT

Read more

]]>