The MacroTourist
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TRYING OUT A 2009 ANALOGY
And why the 'tourist pitched his copper and replaced it with gold
Kevin Muir
11 hr ago
26
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18
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EXPLAINING THE BOND SELLOFF
The 'tourist is a long-time bond bear, but he got out some blue tickets yesterday
Kevin Muir
Feb 26
38
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42
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CONVERTIBLE BONDS FOR THE REST OF US
The 'tourist does a little math to show how convertible bond pricing works
Kevin Muir
Feb 25
22
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20
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AN UNPOPULAR VIEW ABOUT A POPULAR TRADE
What the launch of bitcoin ETFs might mean for markets (and it's not all good)
Kevin Muir
Feb 23
45
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63
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REVISITING OUR OLD YELLOW FRIEND
Determining how gold performs in different yield curve environments
Kevin Muir
Feb 19
40
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56
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LIMIT ON CLOSE ORDERS
Add them to your quiver! And why the 'tourist is short Tesla (again)
Kevin Muir
Feb 17
44
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37
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THE COMING TGA TSUNAMI
Yellen has finally given us a roadmap to the TGA unwind.
Kevin Muir
Feb 16
53
Comment
59
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THE "INDEXING WILL KILL US" OPPORTUNITY
Here is an ETF to stick on your radar - IWC
Kevin Muir
Feb 11
25
Comment
16
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INFLATION BREAKEVENS AS A SIGNAL
Why the 'tourist is watching these indicators like a hawk
Kevin Muir
Feb 8
43
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44
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GAMESTOP: AN EPILOGUE
A classic lesson in option pricing
Kevin Muir
Feb 6
42
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28
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WHEN REFLATION BECOMES INFLATION
What the 'tourist is watching for in the coming days
Kevin Muir
Feb 4
48
Comment
39
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MORE PRO-CYCLICAL INFLUENCES
And why the RobinHood situation continues to worry the 'tourist
Kevin Muir
Jan 31
45
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27
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