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M'tourist Private Feed Recap
for Tuesday, April 23rd, 2024
17 hrs ago
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Kevin Muir
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M'tourist Private Feed Recap
for Monday, April 22nd, 2024
Apr 22
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Kevin Muir
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WEEKLY WRAP-UP (s2024 e16)
Audio edition: GaveKal on how China fits into the global inflation picture, Brent Donnelly on the viral Bloomberg article, and Ark Invest vs. DXYZ
Apr 22
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Kevin Muir
19
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WEEKLY WRAP-UP (s2024 e16)
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THE ELEPHANT SITS WHEREVER IT WANTS
Apr 18, 2022
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Kevin Muir
81
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THE ELEPHANT SITS WHEREVER IT WANTS
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NO NEW SUPPLY. PERIOD.
May 28, 2021
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Kevin Muir
70
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NO NEW SUPPLY. PERIOD.
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MOVING FROM THE LEDGER TO THE REAL WORLD
Mar 15, 2022
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Kevin Muir
67
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MOVING FROM THE LEDGER TO THE REAL WORLD
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THE MYSTERY PORTFOLIO BLOWUP
Mar 28, 2021
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Kevin Muir
68
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THE MYSTERY PORTFOLIO BLOWUP
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THE UPCOMING VIOLENT ROTATION
Dec 27, 2021
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Kevin Muir
71
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THE UPCOMING VIOLENT ROTATION
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TIME TO BUY SOME ENERGY EQUITIES
Sep 15, 2021
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Kevin Muir
70
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TIME TO BUY SOME ENERGY EQUITIES
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RIPPLING VAR SHOCKS
Why the 'tourist thinks geopolitics is NOT the main reason for the recent decline
Apr 22
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Kevin Muir
17
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RIPPLING VAR SHOCKS
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M'tourist Private Feed Recap
for Thursday, April 18th, 2024
Apr 19
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Kevin Muir
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TGA AND QT TAPERING ROADMAP
The 'tourist walks through upcoming changes to "total liquidity"
Apr 17
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Kevin Muir
21
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TGA AND QT TAPERING ROADMAP
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WEEKLY WRAP-UP (s2024 e15)
Does gold still have legs? The CPI number and Michael Cemblast highlights a scary supply chain worry
Apr 15
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Kevin Muir
18
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WEEKLY WRAP-UP (s2024 e15)
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WEEKLY WRAP-UP (s2024 e14)
Audio summary: right tail is the new left tail, the terminal rate, and has the market gotten less efficient?
Apr 7
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Kevin Muir
18
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WEEKLY WRAP-UP (s2024 e14)
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HUKOU REFORM: THE NEXT CHINESE STIMULUS?
And why the 'tourist is buying Chinese stocks and inflation breakevens
Apr 2
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Kevin Muir
27
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HUKOU REFORM: THE NEXT CHINESE STIMULUS?
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WEEKLY WRAP-UP (s2024 e13)
Audio edition topics: the right P/E ratio, a way to play long Yen, and are A.I. stocks cheap or expensive?
Mar 31
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Kevin Muir
20
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WEEKLY WRAP-UP (s2024 e13)
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inflation
INFLATION SERIES
Part 1 of 3
INFLATION SERIES
Part 2 of 3
INFLATION SERIES
Part 3 of 3
MMT
MMT
Part 1 of 2
MMT
Part 2 of 2
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