Sitemap - 2024 - The MacroTourist
WEEKLY PODCAST WRAP-UP (s2024 e46)
THE STOCK MARKET LOSES ITS BID
WEEKLY PODCAST WRAP-UP (s2024 e45)
WHEN EVERYONE IS BUYING, YOU SHOULD BE HEDGING
WEEKLY PODCAST WRAP-UP (s2024 e44)
INFLATION BREAKEVENS: STILL A CORE HOLDING
WEEKLY PODCAST WRAP-UP (s2024 e43)
WEEKLY PODCAST WRAP-UP (s2024 e42)
FADING THE TREASURY ENTHUSIASM
BANKS: THE START OF A NEW (RELATIVE) BULL MARKET?
WEEKLY PODCAST WRAP-UP (s2024 e41)
WEEKLY PODCAST WRAP-UP (s2024 e40)
THE U.S. ELECTION: MAKING MACRO GREAT AGAIN
WEEKLY WRAP-UP PODCAST (s2024 e39)
WEEKLY WRAP-UP PODCAST (s2024 e38)
WEEKLY WRAP-UP PODCAST (s2024 e37)
ADDING TO MY LONG-END BOND SHORT
WEEKLY WRAP-UP PODCAST (s2024 e36)
EPS & P/E RATIOS IN TODAY'S ENVIRONMENT
EVERYTING YOU WANTED TO KNOW ABOUT STOCK INDEX EPS AND P/E RATIOS (but were afraid to ask)
WEEKLY WRAP-UP PODCAST (s2024 e35)
WEEKLY WRAP-UP PODCAST (s2024 e34)
WHAT MATTERS MORE THAN 25 OR 50
LEVERED ETFS: AS SCARY AS THEY SOUND?
WEEKLY WRAP-UP PODCAST (s2024 e33)
WEEKLY WRAP-UP PODCAST (s2024 e32)
SO YOU WANNA SPECULATE ON BONDS?
WEEKLY WRAP-UP PODCAST (s2024 e31)
WEEKLY WRAP-UP PODCAST (s2024 e3)
JACKSON HOLE: DON'T EXPECT A DOVISH POWELL
WEEKLY WRAP-UP PODCAST (s2024 e29)
WEEKLY WRAP-UP PODCAST (s2024 e28)
WEEKLY WRAP-UP PODCAST (s2024 e28)
ATI: ACTIVIST TREASURY ISSUANCE
JAPANESE RULE CHANGE FUELING YEN WEAKNESS AND MAG7 STRENGTH?
WEEKLY WRAP-UP PODCAST (s2024 e26)
TRUMP'S BLOOMBERG BUSINESSWEEK INTERVIEW
WEEKLY WRAP-UP PODCAST (s2024 e25)
WEEKLY WRAP-UP PODCAST (s2024 e24)
FED'S PERMANENTLY LARGE BALANCE SHEET'S BENEFITS HAVE ALREADY BEEN FELT
MARKETS RETURN TO MEAN OVER TIME
LOWER INTEREST RATES WILL NOT MEAN HIGHER STOCK PRICES
WEEKLY WRAP-UP PODCAST (s2024 e23)
WEEKLY WRAP-UP PODCAST (s2024 e22)
WEEKLY WRAP-UP PODCAST (s2024 e21)
TIME TO LEAN INTO THE CANADA SHORT
BE OPEN MINDED TO 8% TO 10% INFLATION
STOCK/BOND CORRELATION, EQUITY RISK PREMIUM, AND WHEN WILL BOND MARKET WEAKNESS BITE?
WHAT HAPPENS TO GOLD IF THE YEN APPRECIATES?
YEN WEAKNESS FINALLY SHOWING UP IN U.S. DATA?
HUKOU REFORM: THE NEXT CHINESE STIMULUS?
SELL THE AUTOS: SERIOUSLY, JUST TAKE THEM OFF YOUR SCREEN
FED DOT PLOT: ONLY TWO PARTS MATTER
THE COUPON IS NOT THE REAL COST OF A CONVERT
RISK-PARITY BACKSTOP or TERM PREMIUM PRESSURE?
THE DISPERSION TRADE: BALANCED BUT RISKY
THE DISPERSION TRADE: DIGGING INTO SOME MATH
THE DISPERSION TRADE: THE NEXT CRISIS IN THE MAKING?
MINI-BUBBLES ARE THE NEW FACTS OF LIFE
WEEKLY WRAP-UP (s2024 e6): Vol-control funds and CTAs sold stocks. A clue for timing a correction?
THE FED IS NOT CUTTING BECAUSE THE ECONOMY IS WEAK
CRUDE OIL'S RISK REWARD IS SKEWED TO THE UPSIDE
CHEAP JAPANESE STOCK INDEX FORWARDS
DOES THE MARKET REALLY BELIEVE THE FED WILL CUT OVER 5 TIMES THIS YEAR?