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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…
9 hrs ago
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Kevin Muir
18
3
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…
Feb 15
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Kevin Muir
25
3
MAG7 FREE CASH FLOW COLLAPSE
The 'tourist's worries from last year are coming true
Feb 14
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Kevin Muir
38
13
2
WHAT TYPE OF STRAW HATS?
The 'tourist examines if selling skew is still a good idea
Feb 12
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Kevin Muir
44
8
2
IT'S WINTER. BUY YOUR STRAW HATS.
Why the 'tourist is buying portfolio protection
Feb 2
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Kevin Muir
56
16
2
Recent posts
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WATCH YOUR BIDS (s2026 e02)
Jeff Currie is bullish oil, Liz Ann Sonders on how sentiment has changed, Alex Altmann loves small-caps, Druck's nightly process, and then some…
Jan 18
•
Kevin Muir
19
7
WATCH YOUR BIDS (s2026 e01)
Mike Wilson says the market often tests new Fed Chairs, Bassman is buying quality BDCs, Eric Nuttall on Canadian energy stocks, and you don't want to…
Jan 11
•
Kevin Muir
24
1
1
THE MOST IMPORTANT OVERLOOKED MARKET DEVELOPMENT
The age of financial repression has started...
Jan 10
•
Kevin Muir
66
51
6
TIME TO BUY ENERGY
The 'tourist finally stops talking about it and grabs a stack of blue tickets
Jan 6
•
Kevin Muir
54
35
2
2025's TRADING WISDOM
Another year has gone by. Thank you for all your support.
Dec 31, 2025
•
Kevin Muir
25
7
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