The MacroTourist | Kevin Muir | Substack

WEEKLY WRAP-UP (s2025 e17)

Audio edition: Jamie Dimon's warning, then the bubble in Private Equity and Credit, and finally, Stephanie Ruhle and Rick Wilson talk some politics (and…

Jun 9 •

THE COMING CANADIAN ECONOMIC RENAISSANCE

Why the 'tourist is fading the Carney skepticism

Jun 6 •

M'tourist Private Feed Recap

for Tuesday, June 3rd, 2025

Jun 4 •

M'tourist Private Feed Recap

for Monday, June 2nd, 2025

Jun 3 •

WEEKLY WRAP-UP (s2025 e16)

Audio Edition: JPM's Michael Cembalest with some sober thoughts, Mike Wilson gets bullish again, Warren Pies also thinks next couple of months are…

May 26 •

Recent posts

M'tourist Private Feed Recap

for Friday, May 23rd, 2025

May 24 •

M'tourist Private Feed Recap

for Thursday, May 22nd, 2025

May 23 •

SHORTING CORPORATE CREDIT

Why the 'tourist is moving some dark side bets to the corporate credit side

May 18 •

BOND MARKET SHORT-SIDE OPPORTUNITY

The London Macro Whisperer highlights an overlooked bond market risk

May 12 •

FISCAL POLICY IS LOOSE—BUT FOR HOW LONG?

The 'tourist tries to explain the stock market's recent strength

May 5 •

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