The MacroTourist

The MacroTourist

MARKETS RETURN TO MEAN OVER TIME

Why the 'tourist taking some advice from Bob Farrell and going to cash

Kevin Muir's avatar
Kevin Muir
Jun 21, 2024
∙ Paid

I’m not going to couch or hedge this next statement; I am moving to cash. In fact, I am already net short the stock market, but I understand that’s not for everyone.

I have already been leaning way less bullish over the past few months. After being a big advocate of the “fiscal stimulus will prove more resilient than most believe” theory for the past cou…

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