Kevin Muir
@kevinmuir.bsky.social
๐ค 1634
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All I bring to the party is 25 years of mistakes. Author of the MacroTourist newsletter.
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Kevin Muir
Keubiko ๐จ๐ฆ๐บ๐ธ๐ณ๏ธโ๐๐ณ๏ธโโง๏ธ๐บ๐ฆ๐ช
about 1 year ago
add a skeleton here at some point
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Danny Deraney
about 1 year ago
Dolly Parton is a god damn National treasure.
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Sean Brodrick
about 1 year ago
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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."
about 1 year ago
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Mike Scollins
about 1 year ago
Wish I were one of Elon's kids so I'd never see him again
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Keubiko ๐จ๐ฆ๐บ๐ธ๐ณ๏ธโ๐๐ณ๏ธโโง๏ธ๐บ๐ฆ๐ช
about 1 year ago
Howard Licknutsโข๏ธ
add a skeleton here at some point
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Kevin Muir
Keubiko ๐จ๐ฆ๐บ๐ธ๐ณ๏ธโ๐๐ณ๏ธโโง๏ธ๐บ๐ฆ๐ช
about 1 year ago
The U.S. team can still win, if Mike Pence has the courage.
add a skeleton here at some point
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George Conway โ๏ธ๐บ๐ธ
about 1 year 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
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Edward Harrison
about 1 year 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
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Robin Wigglesworth
about 1 year ago
Eggs have done better than crypto under Trump. Just saying.
on.ft.com/4b1ylrM
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Kevin Muir
Keubiko ๐จ๐ฆ๐บ๐ธ๐ณ๏ธโ๐๐ณ๏ธโโง๏ธ๐บ๐ฆ๐ช
about 1 year ago
People just have no critical reasoning skills and believe any bit of crap put out by Kremlin bots. Glad Charles isnโt in charge.
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George Pearkes
about 1 year 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.
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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...
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The Most Important Guardrail (Guest: Jon Hilsenrath)
YouTube video by The Market Huddle
https://www.youtube.com/watch?v=ZzPf2lspWP4&t=1s
about 1 year ago
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Tracy Alloway
about 1 year ago
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Tracy Alloway
about 1 year 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...
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Odd Lots
Investing Podcast ยท 915 Episodes
https://podcasts.apple.com/us/podcast/odd-lots/id1056200096
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Kevin Muir
Carl Quintanilla
about 1 year 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
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fed_speak
over 1 year ago
Me looking at that first Friday afternoon beer.
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Dow
over 1 year 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.
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Dario Perkins
over 1 year 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
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Kevin Muir
Blind Squirrel Macro
over 1 year 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!
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Kevin Muir
Dario Perkins
over 1 year 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
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Kevin Muir
Travis
over 1 year 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
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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.
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