SELL US - BUY JAPAN?

With the gong show occurring in Washington, it’s amazing anyone has the courage to write a blue ticket for any American assets. But we have to remember that the big long term money is slow moving. Implementing an asset shift...

THE GOOD LOOKING ONES ARE ALWAYS BAD NEWS

Yesterday, a few different readers emailed to ask my opinion about the European Junk Bond versus US Treasury yield chart that Tiho Brkan from The Atlas Investor Blog recently published. Well, I have to give Tiho credit, his chart certainly...

Billionaire Bears Club

I don’t regularly watch CNBC, but last week while on vacation, I turned on the Sirius XM radio and was instantly assaulted with Jim Cramer’s shrieking. I was about to turn the channel when he shouted how the “billionaire bears”...

MACROTOURIST ON VACATION UNTIL AUGUST 14th

The MacroTourist is on vacation for a couple of weeks. Letter will resume August 14th. Thanks for reading, Kevin Muir the MacroTourist

THE FOUR D'S

Today’s post will be a little bit of a rant, but I am hopeful that even amongst my complaining, there will be a lesson in here. Much attention is paid to the supposed four D’s of investing in today’s environment....