Kevin Muir

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

[Kevin Muir @kevinmuir]

Some year-end fun from the Market Huddle....

https://t.co/ZI5U65hHDI

[Vincent Deluard @VincentDeluard]

Super excited to talk macro at @StoneX_Official Natural Resources Day on Thursday with my friend @kevinmuir and my colleague Jon Hilsenrath

DM for info, register here: https://t.co/8Y5enhk96c

[The Market Huddle @TheMarketHuddle]

This week,@kevinmuir is taking a well-deserved break, so @PatrickCeresna invited Chase Taylor, Founder of @pineconemacro 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 perspective of two seasoned technical analysts. https://t.co/vyChya5Q9E

[Imran Lakha | Options Insight @options_insight]

Was great chatting to @kevinmuir on the "huddle" this week. Thanks for having me bud.

[The Market Huddle @TheMarketHuddle]

Happy Thanksgiving! This week, we're celebrating with not one, but two incredible guests. First up, we welcome Imran Lakha, Founder of @options_insight, for an in-depth discussion on SPX option trading, the fascinating dynamics of the MSTR self-reinforcing cycle, and how he's navigating today’s unique market environment. Next, we’re joined by Darren Dempsey, Founding Partner of @HarksterHQ and a former institutional FX trader, who shares how he’s leveraging AI to tackle a pressing challenge faced by many portfolio managers in the modern trading landscape. https://t.co/k8CrRFz4Zv

[The Market Huddle @TheMarketHuddle]

This week, @kevinmuir & @PatrickCeresna welcome to the show, Le Shrub @agnostoxxx. 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 return of ambiguity in politics. https://t.co/kUuIZ7S7fZ

[BlindSquirrelMacro @SquirrelMacro]

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)?

[Kevin Muir @kevinmuir]

@NUMISMATICS9 @aRishisays @LJKawa

[Leonid Mironov @leomironov]

Had a lovely time on the huddle today! Thanks @kevinmuir for having me!

[The Market Huddle @TheMarketHuddle]

🚨 Don't miss our exclusive LIVE Q&A with @hkuppy TOMORROW! 🚨

🗓️ Date: Wednesday, October 23rd, 2024
⏰ Time: 12 PM EST
📍 Join us HERE 👉 https://t.co/rtpm7viqf1…
Come with your questions and bring a beer also!

[Kevin Muir @kevinmuir]

Found it!

[Kevin Muir @kevinmuir]

Hey folks - does anyone know the GS 2024 Dem and GOP policy pair basket symbols? (or the MS ones?)
I have 2020's but don't know this cycles? Thanks in advance.

[The Market Huddle @TheMarketHuddle]

This week, @kevinmuir & @PatrickCeresna welcome to the show, Tobias Harris @observingjapan, 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 environment and what the next ten years might look like in Japan. https://t.co/CSqKnwmFe7

[Jim Weisser @jimbudweisser]

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 owner/shareholder friendly actions are going to be good for a while.

[Jim Weisser @jimbudweisser]

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 know.

[Jim Weisser @jimbudweisser]

@TheMarketHuddle @kevinmuir @PatrickCeresna @observingjapan 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]

@TheMarketHuddle @kevinmuir @PatrickCeresna @observingjapan 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]

As a long-term Japan resident, I really enjoyed the podcast. And @observingjapan’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 years.

[The Market Huddle @TheMarketHuddle]

In this episode of Huddle +, @kevinmuir chats with Blind Squirrel Macro, Rupert Mitchell @SquirrelMacro. Rupert shares his market outlook, explores China and India ETFs, and highlights the trades he's watching closely.
https://t.co/y4XvLcLylV

[Annie_Macc @Annie_Macc4]

@NUMISMATICS9 @kevinmuir @aRishisays @LJKawa