The MacroTourist

A housekeeping post: The 'tourist has unwound a bunch of trades, and put on an old favourite - copper

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Another expiry, another good trade...

Sep 18

The Fed is increasingly powerless to do anything except not mess it up

Sep 17

While everyone is trading Electrical Vehicle stocks, the 'tourist is more interested in the components that go into the vehicles

Sep 15

The Manulife / John Hancock game theory merger arb play

Sep 11

I am spreading my equity short positions to Europe

Sep 10

Why do we think lower interest rates create inflation anyway?

Sep 9

Is a day when the VIX rises 5.6% and the S&P 500 rallies 1% bullish or bearish?

Sep 2

The MacroTourist

What is The MacroTourist?Archive My Account

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