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Macro Tourist: ‘This Is A Buying Frenzy. And The Trader In Me Is Worried’
[Editor’s note: The following excerpts are from a longer piece by Kevin Muir, formerly head of equ
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I’m not levered, unless you count the voluminous consumption of Oregon pinot noir.
It does “feel” like we are “due” for an air pocket in the range of 10 to 20%.
For a piss-ass ant retail investor like myself, could be an awesome opportunity to throw sand on that beach fire pit, increase the cash share of the portfolio, walk back to dry lodging, and let the tide refresh.
Air pocket and then the opportunity to return to the beach and spark that fire back up.
So awesome: “I am still long-term bullish on commodities, inflation and even stocks.” I appreciate the musing from Mr. Muir that are posted here for our consumption. Thank you for sharing these.
As a Controller for a winery, I really appreciate your first sentence!
Everytime I do that, . . I’m wrong. Lol
Why do the experts try to predict the market and the next correction? It’s a guess. Trade what you see, not what you want to see. When it rolls over, get out.