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M'tourist Private Feed Recap
for Tuesday, March 10th, 2026
10 hrs ago
•
Kevin Muir
10
1
REPORTS OF THE DEATH OF THE BUSINESS CYCLE ARE VASTLY EXAGGERATED
The 'tourist explains why we've reached a tipping point where unemployment accelerates to the upside
Mar 9
•
Kevin Muir
34
19
WATCH YOUR BIDS (s2025 e05)
Goldman's terrific energy interview, Rosenberg on why front-end can't rally, Renmac's disappointing tax refunds, consumer staples are expensive, some…
Mar 9
•
Kevin Muir
24
6
M'tourist Private Feed Recap
for Friday, March 6th, 2026
Mar 8
•
Kevin Muir
14
1
MY BUDDY MARKO BROKE THE MARKET
The 'tourist asks BCA Research's Marko Papic the question "has the market become too efficient when it comes to geopolitical events?"
Mar 7
•
Kevin Muir
96
22
5
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WHAT'S GOING ON UNDER THE COVERS?
The 'tourist examines what's happening within the market and explains why it scares him
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WATCH YOUR BIDS (s2026 e04)
Andreas Stenos Larsen gives tech bull case, Michael Cembalest puts it into context, Aswath Damodaran is worried about catastrophic risk, and Eric…
Feb 23
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Kevin Muir
31
7
1
WATCH YOUR BIDS (s2026 e03)
Goldman talks about pain in quant-land, Carlyle argues AI has become too big in most portfolios, Scott Bessent already walking back Warsh balance sheet…
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