The MacroTourist

Home
Chat
The MacroTourist Private Twit…
Archive
About

Sitemap - 2023 - The MacroTourist

A WEEK WHEN LOTS CHANGED

M'tourist Private Feed Recap

M'tourist Private Feed Recap

MARKET IS MISSING BIGGER PICTURE

BANK CONTAGION SPREADS TO THE REAL ECONOMY

WHY IS THE ECONOMY SO STRONG?

YOU DON'T STINK AT SHORT SELLING—IT'S JUST REALLY, REALLY DIFFICULT

WHAT DOES YOSHIMASA KNOW?

THIS IS THE PAUSE

WHY THE RALLY?

FADE THE RALLY IN JUNK

THE END OF THE GENERATIONAL BOND BULL MARKET

THE END OF THE ERA OF U.S. OUTPERFORMANCE?

© 2023 Kevin Muir
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing