The MacroTourist $35 / month

The MacroTourist, authored by Kevin Muir, is an almost daily newsletter focusing on financial markets, providing insights into market dynamics, Federal Reserve policies, equity and bond markets, and specific investment opportunities such as crude oil and Japanese stock index forwards. It includes weekly wrap-ups and exclusive content for paid subscribers.

Financial Markets Federal Reserve Policies Equity and Bond Markets Investment Opportunities Market Forecasts Economic Analysis

The hottest Substack posts of The MacroTourist

And their main takeaways
569 implied HN points 26 Jan 24
  1. The author is bullish on crude oil due to optimism about the global economy.
  2. The author mentions being Canadian and naturally inclined to invest in energy resources.
  3. The post discusses the skewed risk reward of investing in crude oil to the upside.
412 implied HN points 19 Jan 24
  1. The author has a new favorite Japanese stock index position betting on Nikkei outperforming S&P 500 and getting long volatility.
  2. The focus of the article is not on fundamental reasons for the position, but on a unique trading edge.
  3. The content of the post is available only to paid subscribers.
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334 implied HN points 15 Jan 24
  1. The equities market saw an increase in prices driven by expanding P/E ratios.
  2. This post is only accessible to paid subscribers.
  3. The content includes a 'tourist chartbook' focusing on market trends.
452 implied HN points 12 Oct 23
  1. Recent rise in long-term yields has made bond term premiums more important to investors.
  2. Equity risk premium is a topic that needs attention.
  3. Investors are considering selling stocks and buying bonds.