The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
THE "END OF HISTORY" IS OVER

THE "END OF HISTORY" IS OVER

Why the 'tourist is buying Mexico (stocks and pesos)

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Kevin Muir
Nov 04, 2022
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The MacroTourist
The MacroTourist
THE "END OF HISTORY" IS OVER
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With all the hoopla from the recent FOMC meeting, many investors are focused on the day-to-day movements of the Federal Reserve and other Central Banks. Instead of adding to the noise, I thought it would be helpful to step back and discuss a longer-term investment idea.

From 1982 to 2020, the global financial system had two dominant overarching themes:

  1. th…

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