The MacroTourist

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The MacroTourist
WEEKLY WRAP-UP (s2024 e38)
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MacroTourist Weekly Wrap-Up

WEEKLY WRAP-UP (s2024 e38)

This week, capitulation was everywhere. Which was funny given Goldman's controversial "stocks will underperform for next decade" call. Then, we focus on earnings and end with election game theory.

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Kevin Muir
Oct 28, 2024
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The MacroTourist
The MacroTourist
WEEKLY WRAP-UP (s2024 e38)
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AUDIO EDITION: This week, capitulation was everywhere. The only thing that almost everyone could agree on was that you need to be long MAG7.

As for clips, I have David Kostin discussing his controversial call that stocks will only average 3% over the next decade. From there, a couple from Morgan Stanley about earnings and what’s driving markets. Steven R…

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