Sitemap - 2025 - The MacroTourist

WATCH YOUR BIDS PODCAST (s2025 e38)

WATCH YOUR BIDS PODCAST (s2025 e38)

THE NEXT STAGE IN THE AI EVOLUTION

M'tourist Private Feed Recap

M'tourist Private Feed Recap

WATCH YOUR BIDS (s2025 e37)

WATCH YOUR BIDS PODCAST (s2025 e37)

EPS AND THE GAMES PEOPLE PLAY

WATCH YOUR BIDS (s2025 e36)

WATCH YOUR BIDS PODCAST (s2025 e36)

PUT ME IN THE ALUMINUM BULL CAMP

WATCH YOUR BIDS (s2025 e35)

WATCH YOUR BIDS PODCAST (s2025 e35)

WATCH YOUR BIDS (s2025 e34)

WATCH YOUR BIDS PODCAST (s2025 e34)

THE PROBLEM WITH GOVERNMENT ACCOUNTING

BCOM REBALANCE: TONS OF EARLY NEW YEAR PRECIOUS METALS SELLING

THIS ISN'T THE MAG7 OF A FEW YEARS AGO

WATCH YOUR BIDS PODCAST (s2025 e33)

WATCH YOUR BIDS (s2025 e33)

WATCH YOUR BIDS (s2025 e32)

WATCH YOUR BIDS PODCAST (s2025 e32)

WE NEED TO TALK ABOUT PLUMBING

WATCH YOUR BIDS PODCAST (s2025 e31)

WATCH YOUR BIDS (s2025 e31)

MELT-UP MATH

BDCs: THE TIP OF THE SPEAR

WATCH YOUR BIDS (s2025 e30)

WATCH YOUR BIDS PODCAST (s2025 e30)

VOL-CONTROL FUNDS: FINALLY TIME TO SHORT THE STOCK MARKET

WATCH YOUR BIDS (s2025 e29)

WATCH YOUR BIDS PODCAST (s2025 e29)

IS THIS A NEW CYCLE?

WATCH YOUR BIDS (s2025 e28)

WATCH YOUR BIDS PODCAST (s2025 e28)

GOLD STOCKS AND THE UPCOMING MASSIVE GDX REBALANCE

THE EQUITY FUNDING RATE

WATCH YOUR BIDS (s2025 e27)

WATCH YOUR BIDS PODCAST (s2025 e27)

NO, THE U.S. ISN'T THE BEST PERFORMING STOCK MARKET

WATCH YOUR BIDS (s2025 e26)

WATCH YOUR BIDS PODCAST (s2025 e26)

REMEMBER WHEN WE WORRIED ABOUT LIQUIDITY?

WATCH YOUR BIDS PODCAST (s2025 e25)

WATCH YOUR BIDS (s2025 e25)

LABOUR ECONOMICS (Part 2 of 2)

LABOUR ECONOMICS (Part 1 of 2)

WATCH YOUR BIDS PODCAST (s2024 e24)

WATCH YOUR BIDS PODCAST (s2024 e24)

WATCH YOUR BIDS (s2025 e23)

WATCH YOUR BIDS PODCAST (s2025 e23)

OPPORTUNITIES IN THE LONG-DATED FX OPTION MARKET

BACK TO THE SHORT SIDE

WATCH YOUR BIDS (s2025 e22)

WATCH YOUR BIDS PODCAST (s2025 e22)

SMARTEST SELL-SIDE FX TRADER IN LONDON

THE GAMEMASTER (STILL) WANTS A LOWER USD

WATCH YOUR BIDS (s2025 e21)

WATCH YOUR BIDS PODCAST (s2025 e21)

WATCH YOUR BIDS (s2025 e20)

WATCH YOUR BIDS PODCAST (s2025 e20)

WATCH YOUR BIDS (s2025 e19)

WATCH YOUR BIDS PODCAST (s2025 e19)

VOL-CONTROL FUNDS: DIVING DEEP INTO THE MODEL

LOWERING FORWARD RATES TO SOLVE TRUMP'S PROBLEM WITH THE FED

IT'S NOT TIME (YET) TO GET SHORT

WEEKLY WRAP-UP (s2025 e18)

WEEKLY PODCAST WRAP-UP (s2025 e18)

WEEKLY WRAP-UP (s2025 e17)

WEEKLY PODCAST WRAP-UP (s2025 e17)

THE COMING CANADIAN ECONOMIC RENAISSANCE

WEEKLY WRAP-UP (s2025 e16)

WEEKLY PODCAST WRAP-UP (s2025 e16)

SHORTING CORPORATE CREDIT

BOND MARKET SHORT-SIDE OPPORTUNITY

FISCAL POLICY IS LOOSE—BUT FOR HOW LONG?

KEEPING THE BIG PICTURE IN MIND

GOLD MINERS: THE 'TOURIST IS BUYING

WEEKLY WRAP-UP (s2025 e15)

WEEKLY PODCAST WRAP-UP (s2025 e15)

WEEKLY PODCAST WRAP-UP (s2025 e14)

WEEKLY WRAP-UP (s2025 e14)

NOT GIVING UP ON USD SHORT YET

SWAP SPREADS: SHOULD WE BE WORRIED?

CHINA STIMULUS ON ITS WAY?

WEEKLY WRAP-UP (s2025 e13)

PRICING IN A GLOBAL RECESSION

LIBERATION DAY

WEEKLY WRAP-UP (s2025 e12)

WEEKLY PODCAST WRAP-UP (s2025 e12)

RINGING THE REGISTER ON LOONIE SHORT

WEEKLY WRAP-UP (s2025 e11)

WEEKLY PODCAST WRAP-UP (s2025 e11)

OPTION WHALE OPPORTUNITIES

WEEKLY WRAP-UP PODCAST (s2025 e10)

WEEKLY WRAP-UP (s2025 e10)

FISCAL: THE BEST SOURCE OF ALPHA

WEEKLY WRAP-UP (s2025 e09)

WEEKLY PODCAST WRAP-UP (s2025 e09)

WHEN A BUBBLE BURSTS, EVERYONE LOSES (AGAIN)

THE BEAR CASE

WEEKLY WRAP-UP (s2025 e08)

WEEKLY PODCAST WRAP-UP (s2025 e08)

PRIVATE EQUITY: THE NEXT CRISIS?

THE TOP IN THE US DOLLAR

WEEKLY WRAP-UP (s2025 e07)

WEEKLY WRAP-UP (s2025 e07)

WEEKLY WRAP-UP (s2025 e06)

WEEKLY PODCAST WRAP-UP (s2025 e06)

BESSENT-NOMICS?

DELIBERATE UNCERTAINTY

WEEKLY WRAP-UP (s2024 e05)

WEEKLY PODCAST WRAP-UP (s2025 e05)

TARIFFS: THEIR EFFECT ON THE ECONOMY

TRUMP TARIFF TIMELINE

WEEKLY WRAP-UP (s2025 e04)

WEEKLY PODCAST WRAP-UP (s2025 e04)

WEEKLY WRAP-UP (s2025 e03)

WEEKLY PODCAST WRAP-UP (s2025 e03)

TRUMP'S CANADA AND MEXICO OBSESSION

TWIN DEFICITS: THE WORRIES ARE BACK

WEEKLY WRAP-UP (s2025 e02)

WEEKLY PODCAST WRAP-UP (s2025 e02)

WEEKLY WRAP-UP (s2025 e01)

PIERRE POILIEVRE MAGIC FAIRY DUST CAN'T SAVE THE CANADIAN ECONOMY

2024's TRADING WISDOM

BEHIND THE SCENES BENCHMARK CHANGES

DOES QT NOW EQUAL LOWER RISK ASSET PRICES?