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M'tourist Private Feed Recap
for Thursday, April 30th, 2026
May 1
•
Kevin Muir
10
M'tourist Private Feed Recap
for Monday, April 27th, 2026
Apr 27
•
Kevin Muir
11
1
WHY DID THE FRONT-END GET HAMMERED SO BADLY?
And does that provide opportunities going forward? (yes!)
Apr 27
•
Kevin Muir
33
3
PAUL KRAKE'S VIEW FROM THE PEAK
Paul checks in and explains why the rest of the stock market might start being the true beneficiary of the AI revolution
Apr 25
•
Kevin Muir
and
Paul Krake
21
4
2
WATCH YOUR BIDS (s2026 e11)
Peter Boockvar with a terrific insight, Ankur Crawford why bubble talk is wrong, Dominic Wilson from Goldman's nuance explanation about market and…
Apr 25
•
Kevin Muir
27
2
1
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M'tourist Private Feed Recap
for Thursday, April 23rd, 2026
Apr 24
•
Kevin Muir
18
178k JOBS? NOT SO FAST
The 'tourist examines a recent San Francisco Fed paper that suggests the recent job growth might not be as robust as it appears and why the types of…
Apr 23
•
Kevin Muir
35
6
OUTLINING THE BULL AND BEAR ARGUMENTS
In part two of this two part piece, the 'tourist examines both sides of the market
Apr 19
•
Kevin Muir
54
18
1
MAKING SENSE OF THE LAST TWO MONTHS
In part one of this two part piece, the 'tourist reviews the market action since the start of the war
Apr 19
•
Kevin Muir
42
3
INFLATION BREAKEVENS HAVE NOT COLLAPSED!
The 'tourist pushes back on some bad takes on inflation out there
Apr 16
•
Kevin Muir
26
3
1
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