Sitemap - 2023 - The MacroTourist
NOT THE MOST HATED, BUT ONLY CAUSE YOU HAVE TO CARE TO HATE
TIME (again) TO BUY SMALL-CAPS AND SELL NASDAQ
THE REASONS WHY THE FED BLINKED
AN ATTRACTIVE OPPORTUNITY IN MBS/CREDIT LAND
MAG7 RALLY AT EXPENSE OF EVERYTHING ELSE
SETTING THE TONE FOR THE LAST TWO MONTHS OF THE YEAR
A STRATEGY THAT BEAT THE NASDAQ?
WHAT COULD GET ME REALLY BEARISH?
CHINA: MAKING THE SAME MISTAKE, ANYWAY
INTEREST RATE HIKES CAN BE STIMULATIVE?
THE VIOLENCE WITHIN THE STOCK MARKET
INFLATION EXPECTATIONS NOT FINANCIAL CONDITIONS
THE MOST IMPORTANT CHALLENGE FACING INVESTORS
UNDERSTANDING THE EPIC MOVES AT THE FRONT-END
MARKET IS MISSING BIGGER PICTURE
BANK CONTAGION SPREADS TO THE REAL ECONOMY
YOU DON'T STINK AT SHORT SELLING—IT'S JUST REALLY, REALLY DIFFICULT