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TGA AND QT TAPERING ROADMAP
The 'tourist walks through upcoming changes to "total liquidity"
10 hrs ago
•
Kevin Muir
11
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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
17
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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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19
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
25
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HUKOU REFORM: THE NEXT CHINESE STIMULUS?
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March 2024
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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SELL THE AUTOS: SERIOUSLY, JUST TAKE THEM OFF YOUR SCREEN
The 'tourist walks though why he thinks this industry will struggle for years to come
Mar 27
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Kevin Muir
29
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SELL THE AUTOS: SERIOUSLY, JUST TAKE THEM OFF YOUR SCREEN
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WEEKLY WRAP-UP (s2024 e12)
FOMC DOT review and what the heck is going on with CNY?
Mar 24
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Kevin Muir
17
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WEEKLY WRAP-UP (s2024 e12)
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16
FED DOT PLOT: ONLY TWO PARTS MATTER
The 'tourist reviews what investors should watch for at tomorrow's FOMC meeting
Mar 20
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Kevin Muir
24
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FED DOT PLOT: ONLY TWO PARTS MATTER
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WEEKLY WRAP-UP (s2024 e11)
The stock market rally broadens
Mar 18
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Kevin Muir
14
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WEEKLY WRAP-UP (s2024 e11)
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FORWARD INFLATION IS RALLYING
Realized inflation is behaving as expected, but, lately, the inflation curve has been telling a different story
Mar 12
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Kevin Muir
21
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FORWARD INFLATION IS RALLYING
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WEEKLY WRAP-UP (s2024 e10)
Was that the top in A.I.? And introducing the WEEKLY WRAP-UP audio edition
Mar 11
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Kevin Muir
17
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WEEKLY WRAP-UP (s2024 e10)
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6
THE COUPON IS NOT THE REAL COST OF A CONVERT
The 'tourist explains how underwriters can set convertible bond coupons wherever a company desires by changing other variables
Mar 8
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Kevin Muir
13
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THE COUPON IS NOT THE REAL COST OF A CONVERT
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