The MacroTourist

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THE END OF THE ERA OF U.S. OUTPERFORMANCE?

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THE END OF THE ERA OF U.S. OUTPERFORMANCE?

The 'tourist examines the stretched nature of US stock market sentiment

Kevin Muir
Jan 5
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THE END OF THE ERA OF U.S. OUTPERFORMANCE?

posts.themacrotourist.com

I know it’s a tired tradition on Wall Street, but the turning of the calendar has encouraged me to reflect on my themes for 2023. In this post, I’ll explore what I view as the most important subject of this year - the market’s ill-timed overweighting of U.S. financial assets - but I thought it would helpful to include the entire list of themes (which wi…

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