The MacroTourist

Share this post

MOVING FROM THE LEDGER TO THE REAL WORLD

posts.themacrotourist.com

MOVING FROM THE LEDGER TO THE REAL WORLD

The 'tourist straps in with a big gold call

Kevin Muir
Mar 15, 2022
67
57
Share this post

MOVING FROM THE LEDGER TO THE REAL WORLD

posts.themacrotourist.com

I’ve had this piece half-written sitting in my inbox for a week now. Although it is a long-term theme, in my heart, I’m still a trader, and I couldn’t bring myself to hit publish amid what I thought was a ridiculous commodity scramble.

But now that oil is $35 lower from that panicky Sunday night gap, and the Bloomberg Commodity Index has lumped off almos…

This post is for paid subscribers

Already a paid subscriber? Sign in
Previous
Next
© 2023 Kevin Muir
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing