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The MacroTourist

Kevin Muir, Paul Krake
Thousands of paid subscribers

The almost daily email about markets from Kevin Muir.

Platform
Substack
PricingFreemiumPublishesDaily
Issues1881Founded7 years agoLast Issue5 days ago
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Latest Issues

M'tourist Private Feed Recap

for Wednesday, July 15th, 2026

5 days ago
9
Paid

WATCH YOUR BIDS (s2026 e19)

JPM's Cembalest is getting worried, MS CIO is selling semis & memory to buy MAG7, David Frum on why the failure of CUSMA is no big deal, Ben Inker with a terrific interview, and a report on confidence

7 days ago
21
5
Paid

KATAYAMA'S WARNING SHOT

Why the 'tourist believes that the Japanese Finance Minister's comments are being underappreciated by the market and why this is the end of the Yen bear market...

MAKE JAPAN GREAT AGAIN: CURRENCY EDITION

7 days ago
40
14
Paid

WATCH YOUR BIDS (s2026 e18)

Goldman's Jan Hatzius on the employment report, and then some AI stuff - the best interview you will ever hear comes from Paul Kedrosky, then Gary Marcus, and finally, Ed Zitron with the bear catalyst

17 days ago
26
3
Paid

OI&E: THERE'S A FINE LINE BETWEEN CLEVER AND CIRCULAR

The 'tourist examines the "Other Income & Expense" that is dominating index EPS growth

17 days ago
31
22
Paid

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Authors

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  • Kevin Muir

    The MacroTourist - all I bring to the party is twenty five years of mistakes.

  • Paul Krake

    Writing my first book: Reframing - Prosperity in the AI Economy.

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