The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
GUT-CHECK TIME IN ENERGY
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GUT-CHECK TIME IN ENERGY

Is the energy trade crowded? And is it time to take it off? The 'tourist tries to answer these questions.

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Kevin Muir
Oct 14, 2021
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The MacroTourist
The MacroTourist
GUT-CHECK TIME IN ENERGY
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I’ve been lucky enough to have caught this energy rally. But, now I am in an awkward spot.

The financial doomer websites have embraced the “energy-to-the-moon” story wholeheartedly, and I find myself contemplating Groucho’s wisdom about not caring to be a member of any club that will have me as a member. Every time a trade has gotten this popular with …

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