The MacroTourist • 61 likes • 25 May 22 WAS THAT THE (SHORT-TERM) BOTTOM? The 'tourist with a quick housekeeping update
The MacroTourist • 55 likes • 11 May 22 CONSIDERING THE BORING OUTCOME Why the 'tourist is no longer net short risk assets
The MacroTourist • 51 likes • 26 May 22 IT'S 2022, AND IT'S COMPLETELY DIFFERENT Why the 'tourist is throwing out the old playbooks
The MacroTourist • 49 likes • 29 Apr 22 REPRICING GROWTH STOCKS FOR THE NEW MACRO ENVIRONMENT Why the 'tourist isn't buying the dip in tech and is staying short
The MacroTourist • 44 likes • 13 May 22 DEMAND FOR LIQUIDITY PRESENTS SOME OPPORTUNITIES Why the 'tourist is buying small caps, his old friend Sprott Uranium Participation Fund, and homebuilders.
The MacroTourist • 43 likes • 16 May 22 HOMEBUILDERS: GRABBING A STACK OF BLUE TICKETS Why the 'tourist is making U.S. homebuilding stocks his biggest individual sector position
The MacroTourist • 42 likes • 04 May 22 SIMPLY NOT THERE YET Why the 'tourist thinks the calls for a Fed pause are premature and a little discussion about financial conditions
The MacroTourist • 35 likes • 06 May 22 LEVERAGED ETFS: NEVER FOR THE LONG-RUN The 'tourist goes through the math, explains the hedging effects, and finally, fades the "Dumb Money"
The MacroTourist • 7 likes • 25 May 22 M'tourist Private Twitter Feed Recap for Wednesday, May 25th, 2022
The MacroTourist • 5 likes • 26 May 22 M'tourist Private Twitter Feed Recap for Thursday, May 26th, 2022
The MacroTourist • 5 likes • 03 May 22 M'tourist Private Twitter Feed Recap for Tuesday, May 3rd, 2022
The MacroTourist • 5 likes • 04 May 22 M'tourist Private Twitter Feed Recap for Wednesday, May 4th, 2022
The MacroTourist • 4 likes • 27 May 22 M'tourist Private Twitter Feed Recap for Friday, May 27th, 2022
The MacroTourist • 4 likes • 09 May 22 M'tourist Private Twitter Feed Recap for Monday, May 9th, 2022
The MacroTourist • 3 likes • 19 May 22 M'tourist Private Twitter Feed Recap for Thursday, May 19th, 2022
The MacroTourist • 3 likes • 05 May 22 M'tourist Private Twitter Feed Recap for Thursday, May 5th, 2022
The MacroTourist • 3 likes • 06 May 22 M'tourist Private Twitter Feed Recap for Friday, May 6th, 2022
The MacroTourist • 2 likes • 11 May 22 M'tourist Private Twitter Feed Recap for Wednesday, May 11th, 2022
The MacroTourist • 2 likes • 29 Apr 22 M'tourist Private Twitter Feed Recap for Friday, April 29th, 2022
The MacroTourist • 2 likes • 03 May 22 M'tourist Private Twitter Feed Recap for Monday, May 2nd, 2022
The MacroTourist • 2 likes • 13 May 22 M'tourist Private Twitter Feed Recap for Friday, May 13th, 2022
The MacroTourist • 2 likes • 16 May 22 M'tourist Private Twitter Feed Recap for Monday, May 16th, 2022
The MacroTourist • 2 likes • 17 May 22 M'tourist Private Twitter Feed Recap for Tuesday, May 17th, 2022
The MacroTourist • 1 likes • 12 May 22 M'tourist Private Twitter Feed Recap for Thursday, May 12th, 2022
