“Contrary to the debt-will-overwhelm-us crowd”…
Author: Kevin Muir
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”…
Macro Tourist: The Simple Reason Yield Curve Control Isn’t Coming To The US
Pegging the yield curve will be the last step they take.
Macro Tourist Likens Bond Bubble To Dot-Com, Real Estate Blowups In Sweeping New Critique
“This one is different in that it’s not filled with the same sort of speculative froth, but it’s still ominous”.
‘Monetary Stupidity Reigns’: Macro Tourist Delivers Epic Rant Amid Panic Bond Rally
“The German government is getting paid to spend and yet they refuse to spend”.
Macro Tourist Delivers A 1987 Flashback
“I continue to be concerned about risk assets”.
Macro Tourist Presents: The Most Important Chart In The World
“The question is whether Powell has started a global economic slowdown that he won’t be able to stop.”
Macro Tourist: Don’t Forget Stanley Druckenmiller’s QE Lessons
You know what happens when you assume, right?
Macro Tourist: This Is The Best Long Vol. Position Out There Right Now
“When he figures it out, there’s only one trade you want on the sheets”.
Trader: This May Be The Hardest Trade On Earth
Whenever these “smart†gurus are all leaning one way, it seldom pays to join them in their trade.
The Macro Tourist Talks Vancouver, Casinos And Grandma
“Sure. Be my guest. But I warn you, it hasn’t been nice.â€
Trader: ‘A Little Part Of Me Wonders If Jay Powell Was Smarter Before He Started Listening To Everyone’
What was Jay Powell’s real mistake?
One Pro Thinks Other Pros Are Leaning Too Hard Into Rate Cut Bets
“I can tell you one thing for sure – when all the pros are leaning one way, I wouldn’t want to be in their camp.”
One Pro’s Reminder: ‘There Needs To Be Someone On The Other Side Of The Trade’
“Do you think Stanley gets on twitter and argues with those who disagree with his market viewpoint?”
Part 2 Of The Macro Tourist’s Practitioner’s Guide To MMT
“If in the coming years politicians adopt MMT policies, your outrage will do your portfolio little good.”
The Macro Tourist Presents: A Practitioner’s Guide To MMT
“MMT seems to evoke a visceral gagging reflex from most finance-types.”
Why One Pro Is Tempted To ‘Take The Side Of Retail’ Amid 2019 Rally
“Somebody is spectacularly wrong”.
One Trader Thinks It’s Time To Buy Equity Vol. – But Not For The Reason You Think
“…on a risk-adjusted basis, they are giving these call options away.”
Sycophants And Party Stories
“Well, I should say that used to be Powell’s belief because Trump beat that out of him.”
One Trader Explains Why This Time May Be Different
“I was trying to figure out a way to couch this without uttering those most expensive four words in the investing language.”
Trump Is The First MMT President, One Trader Says
“Too many pundits look at provocative headlines and chalk up MMT as socialism-disguised-as-economic-theory that needs to be quickly squashed.”
The Obvious Trade Won’t Be The Right One When It Comes To The BBB Problem, Trader Says
“I think the obvious trade (shorting LQD) will not be a money maker.”
One Trader Asks: ‘Who’s Buying Gold?’
“I’ll warn you right off the bat”…
Why One Trader Is Putting On The Same Trade That Sank Bill Gross
“It’s nothing personal Bill.”
One Trader Delivers Everything You Wanted To Know About MMT (But Were Afraid To Ask)
“Today’s topic is sure to incite some pretty strong reactions.”
Once A Caver, Always A Caver?
“Funny how things change when Powell is staring down the barrel of a stock market decline that seemed to be spiraling out of control.”
What’s The Best Way To Short China?
“Which brings me to my preferred way of expressing this trade.”
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