<![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, 05 May 2026 02:12:34 GMT<![CDATA[WATCH YOUR BIDS (s2026 e12)]]>https://posts.themacrotourist.com/p/watch-your-bids-s2026-e12https://posts.themacrotourist.com/p/watch-your-bids-s2026-e12Mon, 04 May 2026 00:36:22 GMT

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]]><![CDATA[M'tourist Private Feed Recap]]>https://posts.themacrotourist.com/p/mtourist-private-feed-recap-82bhttps://posts.themacrotourist.com/p/mtourist-private-feed-recap-82bFri, 01 May 2026 02:28:05 GMT

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]]><![CDATA[M'tourist Private Feed Recap]]>https://posts.themacrotourist.com/p/mtourist-private-feed-recap-c86https://posts.themacrotourist.com/p/mtourist-private-feed-recap-c86Mon, 27 Apr 2026 20:27:47 GMT

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]]><![CDATA[WHY DID THE FRONT-END GET HAMMERED SO BADLY?]]>https://posts.themacrotourist.com/p/why-did-the-front-end-get-hammeredhttps://posts.themacrotourist.com/p/why-did-the-front-end-get-hammeredMon, 27 Apr 2026 00:45:00 GMT

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]]><![CDATA[PAUL KRAKE'S VIEW FROM THE PEAK]]>https://posts.themacrotourist.com/p/paul-krakes-view-from-the-peakhttps://posts.themacrotourist.com/p/paul-krakes-view-from-the-peakSat, 25 Apr 2026 19:39:44 GMT

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]]><![CDATA[WATCH YOUR BIDS (s2026 e11)]]>https://posts.themacrotourist.com/p/watch-your-bids-s2026-e11https://posts.themacrotourist.com/p/watch-your-bids-s2026-e11Sat, 25 Apr 2026 18:05:57 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.

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]]><![CDATA[M'tourist Private Feed Recap]]>https://posts.themacrotourist.com/p/mtourist-private-feed-recap-349https://posts.themacrotourist.com/p/mtourist-private-feed-recap-349Fri, 24 Apr 2026 00:39:32 GMT

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]]><![CDATA[178k JOBS? NOT SO FAST]]>https://posts.themacrotourist.com/p/178k-jobs-not-so-fasthttps://posts.themacrotourist.com/p/178k-jobs-not-so-fastThu, 23 Apr 2026 00:17:27 GMT

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]]><![CDATA[OUTLINING THE BULL AND BEAR ARGUMENTS]]>https://posts.themacrotourist.com/p/outlining-the-bull-and-bear-argumentshttps://posts.themacrotourist.com/p/outlining-the-bull-and-bear-argumentsSun, 19 Apr 2026 23:55:26 GMT

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]]><![CDATA[MAKING SENSE OF THE LAST TWO MONTHS]]>https://posts.themacrotourist.com/p/making-sense-of-the-last-two-monthshttps://posts.themacrotourist.com/p/making-sense-of-the-last-two-monthsSun, 19 Apr 2026 20:49:13 GMT

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]]><![CDATA[INFLATION BREAKEVENS HAVE NOT COLLAPSED!]]>https://posts.themacrotourist.com/p/inflation-breakevens-have-not-collapsedhttps://posts.themacrotourist.com/p/inflation-breakevens-have-not-collapsedThu, 16 Apr 2026 02:09:31 GMT

Folks, I have seen a few bad takes out there when it comes to inflation breakevens, so I have written this post to help clear up what’s really happening in inflation markets.

Some market pundits have credited a portion of the stock market's recent rally to the “collapse in the 12-month inflation outlook.”

This tweet is a good example of a research house’…

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]]><![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

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]]><![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…

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]]><![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

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]]><![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

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]]><![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.”

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]]><![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

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]]><![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

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]]><![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

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