The Macro Tourist Checks Paul Tudor Jones’s Election, S&P Math
“Either way you approach it, there is no denying politics matter.”
Author: Kevin Muir
Macro Tourist: ‘Bond Market Surprises Will Be On The Dark Side’
“Don’t overthink it.”
‘Cordial Pushback’: Weekend Color From The Macro Tourist
“You might even call some of it helpful”.
The Macro Tourist Presents: A 10-Sigma Fiscal Policy Event
“President Obama’s reputation as being loose with the purse strings is especially ironic”.
Macro Tourist: Bridgewater Put Headline Is Not What It Seems
“My bet is that Dalio’s Bridgewater is far from bearish on stocks.”
Weekend Color Commentary From The Macro Tourist
Some feedback on the great BBB apocalypse debate and more.
Macro Tourist, Bill Dudley Think Carl Icahn May (Eventually) Be Right On Corporate Debt ‘Time Bomb’
“Although I have no idea of the timing, as this cycle continues, I am getting more sympathetic to the idea credit is a time bomb.”
The Macro Tourist Finds A Large Mispricing…
“I love trades where I understand the mechanics of a large mispricing”.
The Macro Tourist Returns To Prop Trading, Sees ‘Dramatic Economic Shift’
“Let’s just say that I was born to trade”.
Macro Tourist Says ‘Don’t Fight The Fiscal’
“I am coming up with a new one”.
The Macro Tourist Details His ‘Dream ETF Position’
“I can combine my two favorite trades – long steepeners with long inflation breakevens”.
Macro Tourist: ‘I Have Abandoned My US Equity Longs, Am Leaning Short On A Trading Basis’
“Why the shift in tone? Let me sketch out.”
The Macro Tourist: Inflation Is ‘The Best Long-Term Macro Risk Reward Trade Out There’…
“Contrary to the debt-will-overwhelm-us crowd”…
Macro Tourist: ‘Don’t Give Away Your Crude Gamma’, There’s ‘More Geopolitical Risk’ Ahead
“We are still miles away from a true bull market in crude”…