“Strategists such as Nomura’s Charlie McElligott and Marko Kolanovic have been elevated to god-like status”.
Author: Kevin Muir
Macro Tourist: Market May Be Mispricing Pneumonia Apocalypse
“Anecdotally there are reports of N95 face masks trading at 3x retail price.”
Macro Tourist Likes South Korea On Fiscal Stimulus Hopes
“I continue to buy the countries that acknowledge this reality”.
Macro Tourist And The Canadian Candyman
“Poloz can’t lecture us about household debt when his interest rate policies helped fuel the Canadian consumer debt orgy”.
Macro Tourist: Here’s Why The Market Is ‘Screaming Higher’
“Let me give you my interpretation of what’s happening”.
Macro Tourist: The Possibility Of Another Quick Correction Like 2018 Are High
“Be careful up here”.
Macro Tourist’s Quick Thoughts On New Year Tendencies
“…this portfolio re-balancing often takes six weeks to complete”.
Macro Tourist Asks: ‘Wouldn’t It Be Something If We Topped On The Day We Bottomed Last Year?’
“…what’s interesting about both dates is that they coincided with the end of a protracted bull market”.
Macro Tourist Not Sure Becky Quick’s ‘I’m 100% In Equities’ Proclamation Is Great Sign
“I am not trying to pick on Becky”.
Macro Tourist To Druckenmiller: ‘Sold To You Stanley’
“Instead of fawning all over his market calls, let me highlight where I think he is mistaken”.
Zoltan Pozsar, Paul Krugman And More Endogenous Money: Macro Tourist’s Weekend Color
“Whenever a novice trader asks me where to start learning, the first thing I tell them is to get a Twitter account”.
The Macro Tourist On Endogenous Money
“…when someone tells you inflation will run out of control because of the Fed’s balance sheet expansion, think through the logic of their argument”.
Macro Tourist: The World Is Not Ready For This Possibility
The efficient frontier seems to have shifted to the point where the only answer is to be “all in” when it comes to US equities.
Macro Tourist: They’re Gonna Let ‘Er Run Hot
“…yet this is greeted by a collective yawn.”
The Macro Tourist Checks Paul Tudor Jones’s Election, S&P Math
“Either way you approach it, there is no denying politics matter.”
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, Alleged Canadian, Is ‘Getting More Bearish On Canada Every Day’
“I’m bearish. Bigly.”
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.”
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