The MacroTourist

The MacroTourist

Share this post

The MacroTourist
The MacroTourist
THE TOP IN THE US DOLLAR
Copy link
Facebook
Email
Notes
More

THE TOP IN THE US DOLLAR

And why the 'tourist is buying long-term FX vol

Kevin Muir's avatar
Kevin Muir
Feb 18, 2025
∙ Paid
39

Share this post

The MacroTourist
The MacroTourist
THE TOP IN THE US DOLLAR
Copy link
Facebook
Email
Notes
More
16
3
Share

This post will not be popular. If there is one thing that almost all market participants agree on, it’s that the US dollar is the “cleanest shirt in the dirty laundry pile.” Or some version of “where else are you going to put your money? The other countries are uninvestable.” When consensus is this overwhelming, I can’t help but start looking for opport…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Kevin Muir
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More