The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
MARKETS RETURN TO MEAN OVER TIME
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MARKETS RETURN TO MEAN OVER TIME

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

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Kevin Muir
Jun 21, 2024
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The MacroTourist
MARKETS RETURN TO MEAN OVER TIME
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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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