The MacroTourist

The MacroTourist

THE MOST IMPORTANT CHALLENGE FACING INVESTORS

Why the 'tourist thinks that the decline of the 60/40 portfolio and the flipping of stock/bond correlation should be at the forefront of all investors' minds

Kevin Muir's avatar
Kevin Muir
Apr 25, 2023
∙ Paid

While everyone is transfixed on whether the US economy will tip into the most anticipated recession on record, I thought I would instead take some time to write about a topic that I believe will challenge investors for many years to come. In some ways, I believe this to be the most important issue anyone managing money will have to grapple with for the …

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