The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
HYPER-INFLATION-VENTILATIONS

HYPER-INFLATION-VENTILATIONS

And why the 'tourist is buying puts on crude

Kevin Muir's avatar
Kevin Muir
Nov 17, 2021
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The MacroTourist
The MacroTourist
HYPER-INFLATION-VENTILATIONS
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I’ve been struggling over the last couple of weeks. Every bone in my trading body tells me that inflation worries are overblown, but, at the same time, I fully believe that a secular shift higher in inflation has occurred. I’m left desperately trying to reconcile these two conflicting beliefs.

Today, I finally figured out how to articulate my concerns, a…

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