Macro Tourist

The Macro Tourist Returns To Prop Trading, Sees ‘Dramatic Economic Shift’

"Let's just say that I was born to trade".

Read more from The Macro Tourist Well folks, I have some news.  I have left my job at East West Investment Management.  Before I tell you my next plans, I would like to take a moment to thank everyone at East West.  It's been a great experience.  Over the past couple of years, we had almost fifty different fund managers through our doors.  Listening to their pitches, evaluating the investing merits of their plans, and helping construct portfolios for our high-net worth clients has been a tremendous experience.  It has made me a better investor and my only hope is that I have contributed to East West as much as I have gained from my time with the firm.  I leave behind good friends of many decades and wish them continued success. As for me, I am returning to my roots as a prop trader.  I will have more to tell you in the coming weeks, but for now, let's just say that I was born to trade, and like a seal sunning itself on the rocks, eventually a return to the water is where I feel most at home. What does that mean for the MacroTourist newsletter? It's back to days of old! Some of you have commented how my writing frequency has diminished lately.  I hear you loud and
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1 comment on “The Macro Tourist Returns To Prop Trading, Sees ‘Dramatic Economic Shift’

  1. Bas says:

    I love me some Kevin Muir and I agree with him that inflation expectations are too skewed to the downside, but it seems more and more likely that Japanification is the ultimate fate of the triple D’s. I think the only major catalyst that could possibly shift things to drive up inflation in a really meaningful way is a large shock in USD. I believe the most overlooked risk is actually hiding in currency markets.

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