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M'tourist Private Feed Recap
for Tuesday, May 7th, 2024
20 hrs ago
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Kevin Muir
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M'tourist Private Feed Recap
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M'tourist Private Feed Recap
Monday, May 6th, 2024
May 7
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Kevin Muir
3
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M'tourist Private Feed Recap
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WEEKLY WRAP-UP (s2024 e18)
Audio Edition: Jerome's presser, Rosenberg throwing shade, Rogoff's new view, gold miners set to outperform, the A.I./Taiwan paradox and more chop ahead
May 6
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Kevin Muir
12
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WEEKLY WRAP-UP (s2024 e18)
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BE OPEN MINDED TO 8% TO 10% INFLATION
The 'tourist examines the possibility of Trump hijacking the Federal Reserve
May 2
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Kevin Muir
30
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BE OPEN MINDED TO 8% TO 10% INFLATION
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TIME TO LEVER UP 2s
The 'tourist thinks it's finally time to revisit our friend TUA
May 2
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Kevin Muir
28
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TIME TO LEVER UP 2s
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April 2024
M'tourist Private Feed Recap
for Monday, April 29th, 2024
Apr 29
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Kevin Muir
4
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M'tourist Private Feed Recap
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STOCK/BOND CORRELATION, EQUITY RISK PREMIUM, AND WHEN WILL BOND MARKET WEAKNESS BITE?
The 'tourist tries to discern if investors should worry about rising interest rates
Apr 28
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Kevin Muir
32
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STOCK/BOND CORRELATION, EQUITY RISK PREMIUM, AND WHEN WILL BOND MARKET WEAKNESS BITE?
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WHAT HAPPENS TO GOLD IF THE YEN APPRECIATES?
The 'tourist isn't so sure a declining USD would be good for gold
Apr 28
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Kevin Muir
20
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WHAT HAPPENS TO GOLD IF THE YEN APPRECIATES?
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WEEKLY WRAP-UP (s2024 e17)
for the week ending Friday, April 26th, 2024
Apr 28
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Kevin Muir
6
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WEEKLY WRAP-UP (s2024 e17)
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M'tourist Private Feed Recap
for Friday, April 26th, 2024
Apr 26
•
Kevin Muir
1
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M'tourist Private Feed Recap
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YEN WEAKNESS FINALLY SHOWING UP IN U.S. DATA?
The 'tourist examines why economists missed the GDP number by so much
Apr 26
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Kevin Muir
27
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YEN WEAKNESS FINALLY SHOWING UP IN U.S. DATA?
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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
20
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WEEKLY WRAP-UP (s2024 e16)
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