Kevin Muir (@kevinmuir) 's Twitter Profile
Kevin Muir

@kevinmuir

All I bring to the party is 25 years of mistakes. Author of the MacroTourist newsletter.

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linkhttps://themacrotourist.com/ calendar_today19-07-2008 12:52:37

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The Market Huddle (@themarkethuddle) 's Twitter Profile Photo

In this episode of Huddle +, Kevin Muir chats with Blind Squirrel Macro, Rupert Mitchell BlindSquirrelMacro. Rupert shares his market outlook, explores China and India ETFs, and highlights the trades he's watching closely. youtu.be/sSeaE4Z16Co

In this episode of Huddle +, <a href="/kevinmuir/">Kevin Muir</a> chats with Blind Squirrel Macro, Rupert Mitchell <a href="/SquirrelMacro/">BlindSquirrelMacro</a>. Rupert shares his market outlook, explores China and India ETFs, and highlights the trades he's watching closely.
youtu.be/sSeaE4Z16Co
The Market Huddle (@themarkethuddle) 's Twitter Profile Photo

This week, Kevin Muir & Patrick Ceresna📈📉 welcome to the show, Tobias Harris Tobias Harris, author of the newsletter Observing Japan. They have a fascinating discussion of Japan's recent history, with Tobias helping put in context the events that led us to the current

This week, <a href="/kevinmuir/">Kevin Muir</a> &amp; <a href="/PatrickCeresna/">Patrick Ceresna📈📉</a>  welcome to the show, Tobias Harris <a href="/observingjapan/">Tobias Harris</a>, author of the newsletter Observing Japan. They have a fascinating discussion of Japan's recent history, with Tobias helping put in context the events that led us to the current
Jim Weisser (@jimbudweisser) 's Twitter Profile Photo

The Market Huddle Kevin Muir Patrick Ceresna📈📉 Tobias Harris As a long-term Japan resident, I really enjoyed the podcast. And Tobias Harris’s prediction that “politics will be changing more over the next ten years than the last” is likely on target--though I hope we don’t have a run like the early 2000s where the average time was under 2

Jim Weisser (@jimbudweisser) 's Twitter Profile Photo

The Market Huddle Kevin Muir Patrick Ceresna📈📉 Tobias Harris From my not-very-involved perspective, perspective, Abe was like Reagan. He was a significant confidence booster in Japan, especially for younger Japanese, particularly at the beginning of Abenomics.

Jim Weisser (@jimbudweisser) 's Twitter Profile Photo

The Market Huddle Kevin Muir Patrick Ceresna📈📉 Tobias Harris Another observation I have on the market is that the people who were managers, even low-level ones, during the bubble era have largely aged out of the workforce. So there is no PTSD about trying something new and having it all go bad.

Jim Weisser (@jimbudweisser) 's Twitter Profile Photo

The Market Huddle Kevin Muir Patrick Ceresna📈📉 Tobias Harris My anecdotal hiring experience matches with the early/mid-career mobility parts that Tobias mentions. 30% of new graduates are leaving jobs within three years. How much of this is 石の上にも三年, or roughly "Even if you're sitting on a rock, stick it out for three years" I don't

Jim Weisser (@jimbudweisser) 's Twitter Profile Photo

The Market Huddle Kevin Muir Patrick Ceresna📈📉 Tobias Harris Finally, Tobias, I really liked your Manager-Worker-Owner triangle, where Japan has traditionally been overweight Worker-Manager and underweight Owner representation in value/benefit. While Owner may not be moving up to an equal share, I think it's pretty clear that more

The Market Huddle (@themarkethuddle) 's Twitter Profile Photo

🚨 Don't miss our exclusive LIVE Q&A with Kuppy TOMORROW! 🚨 🗓️ Date: Wednesday, October 23rd, 2024 ⏰ Time: 12 PM EST 📍 Join us HERE 👉 youtube.com/live/lDGyk7cCc…… Come with your questions and bring a beer also!

🚨 Don't miss our exclusive LIVE Q&amp;A with <a href="/hkuppy/">Kuppy</a> TOMORROW! 🚨

🗓️ Date: Wednesday, October 23rd, 2024
⏰ Time: 12 PM EST
📍 Join us HERE 👉 youtube.com/live/lDGyk7cCc……
Come with your questions and bring a beer also!
BlindSquirrelMacro (@squirrelmacro) 's Twitter Profile Photo

So teen depression, cyberbullying and suicide incidence are not a priority? Honestly interested in your Sir Humphrey Appleby 'take'? Perhaps there is a Charlie or Warren quote to lean in to? Or a deez nutz gag (bless)?

The Market Huddle (@themarkethuddle) 's Twitter Profile Photo

This week, Kevin Muir & Patrick Ceresna📈📉 welcome to the show, Le Shrub Le Shrub🌳🔥🇺🇦. They dive into his experience working under one of the hedge fund managers from The Big Short, explore why he believes Nvidia's dominance must come to an end, and discuss how Trump is championing

This week, <a href="/kevinmuir/">Kevin Muir</a> &amp; <a href="/PatrickCeresna/">Patrick Ceresna📈📉</a> welcome to the show, Le Shrub <a href="/agnostoxxx/">Le Shrub🌳🔥🇺🇦</a>. They dive into his experience working under one of the hedge fund managers from The Big Short, explore why he believes Nvidia's dominance must come to an end, and discuss how Trump is championing
The Market Huddle (@themarkethuddle) 's Twitter Profile Photo

Happy Thanksgiving! This week, we're celebrating with not one, but two incredible guests. First up, we welcome Imran Lakha, Founder of Imran Lakha | Options Insight, for an in-depth discussion on SPX option trading, the fascinating dynamics of the MSTR self-reinforcing cycle, and how he's

Happy Thanksgiving! This week, we're celebrating with not one, but two incredible guests. First up, we welcome Imran Lakha, Founder of <a href="/options_insight/">Imran Lakha | Options Insight</a>, for an in-depth discussion on SPX option trading, the fascinating dynamics of the MSTR self-reinforcing cycle, and how he's
The Market Huddle (@themarkethuddle) 's Twitter Profile Photo

This week,Kevin Muir is taking a well-deserved break, so Patrick Ceresna📈📉 invited Chase Taylor, Founder of 𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 to step in. Chase shares insights from his latest piece, The Emerald Bear Light, offers his market outlook, and dives into a variety of charts from the

This week,<a href="/kevinmuir/">Kevin Muir</a> is taking a well-deserved break, so <a href="/PatrickCeresna/">Patrick Ceresna📈📉</a> invited Chase Taylor, Founder of <a href="/pineconemacro/">𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨</a> to step in. Chase shares insights from his latest piece, The Emerald Bear Light, offers his market outlook, and dives into a variety of charts from the
Vincent Deluard (@vincentdeluard) 's Twitter Profile Photo

Super excited to talk macro at StoneX Group Inc. Natural Resources Day on Thursday with my friend Kevin Muir and my colleague Jon Hilsenrath DM for info, register here: stonex.cventevents.com/event/NaturalR…