The MacroTourist

The MacroTourist

THERE IS NEVER JUST ONE COCKROACH

The ‘tourist channels his inner Dennis Gartman and talks about the downside risks

Kevin Muir's avatar
Kevin Muir
Nov 13, 2026
∙ Paid

THERE IS NEVER JUST ONE COCKROACH

Markets are moving fast, but I wanted to put out a quick note about the recent Nvidia developments.

I am no forensic accountant. I can’t say with any certainty that Nvidia’s problems will definitely get worse.

Yet, this comment from Tracy Alloway keeps ringing in my ears:

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