This is my “buying a hedge in another market just to get myself into trouble”
Category: Macro Tourist
How The Fed Changed And Why One Pro Will Buy The Next Correction
Yet, when I look at the traditional executioner of bull markets (the Fed), I see
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
Macro Tourist: Post-COVID World Will Be Defined By Rolling Bubbles
[Editor’s note: The following excerpts are from a much longer piece by Kevin Muir, formerly
Macro Tourist: I’m Shorting Tesla On The Index Inclusion News
“Well, it finally happened.”
Macro Tourist: The US Election ‘Won’t Be The Start Of The Next Financial Crisis’
“I have never seen a financial crisis occur when the vast majority of investors were worried about it.”
Spooz And Blues: The ‘Final Hurrah’ Of Wall Street Over Main Street?
It was a terrific trade, but its time is up.
One Pro’s ‘Machiavellian’ Trump-Mnuchin Theory To ‘Prove Bears Wrong’
[Editor’s note: As many readers are likely aware, fan-favorite Kevin Muir — formerly head of
The Market Got It Wrong In 2008. Are We Making The Opposite Mistake In 2020?
“One needs to be careful not to simply be contrarian for contrarian’s sake, but…”
The ‘Long-Term Stock Market Bear Argument,’ As Told By A Pro
“I have spent my entire career immersed in a giant bull market. I know nothing different.”
Macro Tourist: The Fed Has Now Created A Financial Crisis Â
“It’s such a shame.”
Macro Tourist: ‘You’re Doing This All Wrong’
“This morning’s decline has a panicky feel about it. No doubt about it. However”…
Macro Tourist: Helicopter Money Cometh
Welcome to a brave new world.
Macro Tourist: If I Was On The Fed, I’d Be Pushing Hard For An Emergency Rate Cut
“As a Fed board member, ask yourself what are the consequences of being late?”
Macro Tourist Risks Losing Remaining Fingers, Buys Fixed Income Puts
“As traders we need to consider the possibility the flu ends up being not as catastrophic as the market is currently discounting.”
Macro Tourist Presents: Crowdsourced ‘Green Bubble’ Candidates
“I am by no means suggesting you run out and buy this ‘green’ list.”
Macro Tourist As Yen Plummets: Be Careful What You Wish For, Dollar Bulls
“Eventually we will reach a point where the US dollar rise will sow the seeds of the stock market’s demise.”
Macro Tourist: ‘Apple News Is The Final Straw’
“One last reminder – this is a TRADING CALL.”
The Macro Tourist Is Buying European Stocks (And ‘Lightly’ Shorting The Nasdaq)
“This is my sort of breakout.”
Macro Tourist: Green Energy Will Vastly Outperform FANG
“Here’s my call…”
Macro Tourist: Prepare For M.O.A.S.
“Central Banks will be back to buying anything with a CUSIP”.
Macro Tourist Shorts Tesla, Explains What He Thinks Drove Crazy Rally
“The fever has finally broken.”
Macro Tourist Sighs: We’ve Had A Near-War And A Pandemic Scare. I’m No Longer Looking For A Sentiment Correction
“I’m not advocating getting long on the assumption the bubble gets larger. But, I’m no longer trying to fade the strength.”
Macro Tourist: ‘Buy The Periodic Table’
“China will have no qualms about getting even deeper into debt to stimulate their economy.”
Macro Tourist Presents: The World’s Biggest Steepener
“You are just a degenerate river-boat-gambler”.
Macro Tourist Wants To Talk About Vanna White (And Also Volatility)
“…it is becoming more of a self-reinforcing process with changes in VIX causing changes in the underlying asset”.
Macro Tourist On Gamma Gravity: ‘Don’t Underestimate The Pull Of Dealers’ Option Book’
“Strategists such as Nomura’s Charlie McElligott and Marko Kolanovic have been elevated to god-like status”.
