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M'tourist Private Feed Recap
for Monday, March 18th, 2024
2 hrs ago
•
Kevin Muir
1
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M'tourist Private Feed Recap
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WEEKLY WRAP-UP (s2024 e11)
The stock market rally broadens
Mar 18
•
Kevin Muir
12
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WEEKLY WRAP-UP (s2024 e11)
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M'tourist Private Feed Recap
for Friday, March 15th, 2024
Mar 16
•
Kevin Muir
3
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M'tourist Private Feed Recap
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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
•
Kevin Muir
20
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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
•
Kevin Muir
17
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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
12
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THE COUPON IS NOT THE REAL COST OF A CONVERT
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RISK-PARITY BACKSTOP or TERM PREMIUM PRESSURE?
Jefferies' Zervos and Morgan Stanley's Wilson take opposing views on the direction of the stock market
Mar 5
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Kevin Muir
21
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RISK-PARITY BACKSTOP or TERM PREMIUM PRESSURE?
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WEEKLY WRAP-UP (s2024 e9)
EAFE breaking out : More signs stock market rally is broadening
Mar 4
•
Kevin Muir
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WEEKLY WRAP-UP (s2024 e9)
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February 2024
THE DISPERSION TRADE: BALANCED BUT RISKY
Part 3: The risks from an unexpected unwind in this growing strategy
Feb 29
•
Kevin Muir
14
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THE DISPERSION TRADE: BALANCED BUT RISKY
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WEEKLY WRAP-UP (s2024 e8)
for week ending February 23rd, 2024: Mid-Caps-the forgotten middle sibling
Feb 26
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Kevin Muir
12
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WEEKLY WRAP-UP (s2024 e8)
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7
THE DISPERSION TRADE: DIGGING INTO SOME MATH
Part 2: What is dispersion? And how does it differ from correlation?
Feb 20
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Kevin Muir
19
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THE DISPERSION TRADE: DIGGING INTO SOME MATH
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THE DISPERSION TRADE: THE NEXT CRISIS IN THE MAKING?
Part 1: This growing trade has the hallmarks of previous crises
Feb 20
•
Kevin Muir
23
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THE DISPERSION TRADE: THE NEXT CRISIS IN THE MAKING?
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