Sitemap - 2021 - The MacroTourist
EASIER MONETARY POLICY AND HIGHER INFLATION
TAX-LOSS SELLING BOTTOM FISHING
MUTUAL FUND OCTOBER YEAR-END EFFECT
TERM PREMIA, INFLATION EXPECTATIONS, AND THE STOCK MARKET (Part 2 of 2)
TERM PREMIA, INFLATION EXPECTATIONS, AND THE STOCK MARKET (Part 1 of 2)
THE BIG INFINITY SIGN IN THE SKY
THE RISK FEW ARE TALKING ABOUT
THREE THINGS WORKING AGAINST THE MARKET
TIME TO BUY SOME ENERGY EQUITIES
THE 'TOURIST HEADS ON VACATION
THE CHINESE CONTROLLED DEMOLITION
FANG AND BITCOIN RALLYING FOR THE SAME REASON?
THE BUBBLE IN STUPID SPECULATION IS OVER
FAIT: THE HEADLINE NO ONE IS PRINTING
REVISTING THE "TAPER TANTRUM" OF 2013
"CLEANING UP" THE REFLATION TRADE
QUICK EXPLANATION OF MARKET REACTION
DRUCK'S HONOURY SEAT AT THE FOMC
WILL DEFLATIONISTS GET THIS ONE RIGHT?
OVERNIGHT REVERSE REPO PROGRAM ARBITRAGE
THE ELASTICITY OF PRESIDENTIAL POWER
ANOTHER DARK-SIDE FIXED-INCOME BET
GOVT DEFICITS = PRIVATE SECTOR SURPLUSES
SURFING THE TGA WAVE LIKE A CHUMP
TIFF'S (RELATIVE) PEAK HAWKISHNESS
HOW MANY CHICKENS HAVE TO DIE?
SPACS: THE PAIN ISN'T OVER YET
SPX OPTION WHALE (Part 2 of 2)
SPX OPTION WHALE (Part 1 of 2)
DEBUNKING THE QUARTERLY REBALANCING EFFECT
WHAT'S THE INFLATION SWAP MARKET TELLING US?
BASE EFFECTS AND OTHER INFLATION MUSINGS
THE BEST ECONOMIST STANLEY KNOWS
DREAMMAKERS VS. THE AUTOMAKERS
CONVERTIBLE BONDS FOR THE REST OF US
AN UNPOPULAR VIEW ABOUT A POPULAR TRADE
REVISITING OUR OLD YELLOW FRIEND
THE "INDEXING WILL KILL US" OPPORTUNITY
INFLATION BREAKEVENS AS A SIGNAL
WHEN REFLATION BECOMES INFLATION
CAN A SHORT SQUEEZE CRASH THE MARKET?
THE "GOLD-IS-THE-EASIEST-TRADE-IN-A-LONG-TIME" TOP