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MacroTourist Weekly Wrap-Up
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M'tourist Private Feed Recap
for Monday, September 22nd, 2025
Sep 22
•
Kevin Muir
15
WATCH YOUR BIDS (s2025 e29)
Louis-Vincent Gave articulates the China bull case better than anyone, and it's reminiscent of Tepper's 2010 great call, Dario Perkins doesn't want to…
Sep 21
•
Kevin Muir
18
4
M'tourist Private Feed Recap
for Wednesday, September 17th, 2025
Sep 17
•
Kevin Muir
15
IS THIS A NEW CYCLE?
And if so, is this a "recession is coming" first cut?
Sep 17
•
Kevin Muir
39
6
WATCH YOUR BIDS (s2025 e28)
Euan Sinclair's great clip about risk premium vs. market inefficiencies, then Rob Arnott talks bubbles, Mike Wilson is still bullish, Barry Knapp thinks…
Sep 16
•
Kevin Muir
20
4
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M'tourist Private Feed Recap
for Monday, September 15th, 2025
Sep 16
•
Kevin Muir
8
GOLD STOCKS AND THE UPCOMING MASSIVE GDX REBALANCE
The 'tourist peels some GDX exposure off the sheets and the blowback is big
Sep 8
•
Kevin Muir
40
13
THE EQUITY FUNDING RATE
The 'tourist explains why we should all be monitoring this rate and whether this time might be different...
Sep 7
•
Kevin Muir
36
6
WATCH YOUR BIDS (s2025 e27)
Alex Altmann on why you should buy small-caps, Seth Klarman with some timeless wisdom, a REPOCALYPSE warning, why tariff inflation will show up next…
Sep 1
•
Kevin Muir
28
12
NO, THE U.S. ISN'T THE BEST PERFORMING STOCK MARKET
And it's not even close...
Aug 31
•
Kevin Muir
39
12
