Archive - The MacroTourist

M'tourist Private Feed Recap

for Tuesday, April 23rd, 2024

Apr 23 •

M'tourist Private Feed Recap

for Monday, April 22nd, 2024

Apr 22 •

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 •

RIPPLING VAR SHOCKS

Why the 'tourist thinks geopolitics is NOT the main reason for the recent decline

Apr 22 •

M'tourist Private Feed Recap

for Thursday, April 18th, 2024

Apr 19 •

TGA AND QT TAPERING ROADMAP

The 'tourist walks through upcoming changes to "total liquidity"

Apr 17 •

WEEKLY WRAP-UP (s2024 e15)

Does gold still have legs? The CPI number and Michael Cemblast highlights a scary supply chain worry

Apr 15 •

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 •

HUKOU REFORM: THE NEXT CHINESE STIMULUS?

And why the 'tourist is buying Chinese stocks and inflation breakevens

Apr 2 •

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 •

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 •

WEEKLY WRAP-UP (s2024 e12)

FOMC DOT review and what the heck is going on with CNY?

Mar 24 •

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