Kevin Muir
@kevinmuir.bsky.social
๐ค 1590
๐ฅ 76
๐ 11
All I bring to the party is 25 years of mistakes. Author of the MacroTourist newsletter.
reposted by
Kevin Muir
Keubiko ๐จ๐ฆ๐บ๐ธ๐ณ๏ธโ๐๐ณ๏ธโโง๏ธ๐บ๐ฆ๐ช
8 months ago
add a skeleton here at some point
0
22
1
reposted by
Kevin Muir
Danny Deraney
8 months ago
Dolly Parton is a god damn National treasure.
loading . . .
86
4447
1011
reposted by
Kevin Muir
Sean Brodrick
8 months ago
0
28
4
Donald Trump said he had decided to slap 25 per cent tariffs on imports from the European Union, as he lashed out at the bloc, saying it โwas formed to screw the United Statesโ. โWe have made a decision and weโll be announcing it very soon. Itโll be 25 per cent."
8 months ago
3
10
2
reposted by
Kevin Muir
Mike Scollins
9 months ago
Wish I were one of Elon's kids so I'd never see him again
144
21892
4033
reposted by
Kevin Muir
Keubiko ๐จ๐ฆ๐บ๐ธ๐ณ๏ธโ๐๐ณ๏ธโโง๏ธ๐บ๐ฆ๐ช
9 months ago
Howard Licknutsโข๏ธ
add a skeleton here at some point
4
33
3
reposted by
Kevin Muir
Keubiko ๐จ๐ฆ๐บ๐ธ๐ณ๏ธโ๐๐ณ๏ธโโง๏ธ๐บ๐ฆ๐ช
9 months ago
The U.S. team can still win, if Mike Pence has the courage.
add a skeleton here at some point
1
46
2
reposted by
Kevin Muir
George Conway ๐บ๐ธ๐ซ๐๐ธ
9 months ago
An amazing resignation letter to Bove from an AUSA who worked on the Adams case. Money quote: โI expect you will eventually find someone who is enough of a fool, or enough of a coward, to file your motion. But it was never going to be me.โ
823
35198
7708
9 months ago
1
2
0
reposted by
Kevin Muir
Edward Harrison
9 months ago
Everyone thinks Elon Musk is a brilliant genius until he starts talking about something they know about.
add a skeleton here at some point
2
26
4
reposted by
Kevin Muir
Robin Wigglesworth
9 months ago
Eggs have done better than crypto under Trump. Just saying.
on.ft.com/4b1ylrM
12
128
23
reposted by
Kevin Muir
Keubiko ๐จ๐ฆ๐บ๐ธ๐ณ๏ธโ๐๐ณ๏ธโโง๏ธ๐บ๐ฆ๐ช
9 months ago
People just have no critical reasoning skills and believe any bit of crap put out by Kremlin bots. Glad Charles isnโt in charge.
7
60
2
reposted by
Kevin Muir
George Pearkes
9 months ago
Bessent is also the guy that spent all last fall accusing Sec Yellen of manipulating the long end lower by under-issuing duration, then got confirmed and immediately said "yeah okay never mind, more of the same" so disingenuous is probably the right term.
0
45
2
We had the pleasure of having Jon Hilsenrath on the Market Huddle. Tune in to hear what the original Fed Whisperer has to say about working with the Bernanke Fed, but also what he sees as the problems today.
www.youtube.com/watch?v=ZzPf...
loading . . .
The Most Important Guardrail (Guest: Jon Hilsenrath)
YouTube video by The Market Huddle
https://www.youtube.com/watch?v=ZzPf2lspWP4&t=1s
9 months ago
1
5
1
reposted by
Kevin Muir
Tracy Alloway
9 months ago
5
351
63
reposted by
Kevin Muir
Tracy Alloway
10 months ago
BONUS ODD LOTS Lots of people have been talking about concentration risk in US stocks, given the dominance of Mag7 tech names. We speak with
@kevinmuir.bsky.social
about why the market might now be at "peak concentration" and how things could change.
podcasts.apple.com/us/podcast/o...
loading . . .
Odd Lots
Investing Podcast ยท 915 Episodes
https://podcasts.apple.com/us/podcast/odd-lots/id1056200096
2
25
2
reposted by
Kevin Muir
Carl Quintanilla
11 months ago
The Go-Goโs โOur Lips Are Sealedโ peaks at #20 today in 1981. โThat song is really unique in its structure and .. melodically, itโs such a fun song,โ said Belinda Carlisle. โAnd of course, when you get the reaction of the audience to the song when you do it live, it makes it even better.โ
loading . . .
195
4559
436
reposted by
Kevin Muir
fed_speak
12 months ago
Me looking at that first Friday afternoon beer.
2
35
3
reposted by
Kevin Muir
Dow
12 months ago
Fed watchers who argued the Fed should've cut in July and were crying about the impending Sahm rule recession in August now trying to say the Fed panicked cutting 50bps in Sept.
1
27
2
reposted by
Kevin Muir
Dario Perkins
12 months ago
For some reason, I cant post the link. But it's on YouTube "how to make money in a new investment landscape, Russell Napier" It's
@kevinmuir.bsky.social
's fault - he told me to watch it
1
7
3
reposted by
Kevin Muir
Blind Squirrel Macro
12 months ago
The ๐ฟ๏ธ has been squatting on this handle for a while but it's time to say hi. Hey,
@kevinmuir.bsky.social
is this the social thingy where it's ok not to think Musk is some kind of Messiah? Just double checking!
0
7
2
reposted by
Kevin Muir
Dario Perkins
12 months ago
I've found the last few months really revealing. Maybe I'm naive - I don't give af about politics- but to see people I had followed for years offer totally compromised views... didn't enjoy it
2
58
4
reposted by
Kevin Muir
Travis
12 months ago
I think we all underestimate the effect mere exposure to information has on us, and itโs part of why I reject the idea that โecho chambers are badโ as a sort of meta-propaganda. Quite the contrary: if information changes us, then careful tending of our info-environment is an imperative. 4/4
18
332
61
reposted by
Kevin Muir
George Pearkes
over 2 years ago
Today is the first day that the TL has felt as engaged, lively, and dynamic as pre-Elon Twitter did and I for one am loving it.
3
68
5
you reached the end!!
feeds!
log in