Kevin Muir
@kevinmuir
Followers
53K
Following
77K
Media
5K
Statuses
19K
All I bring to the party is 25 years of mistakes. Author of the MacroTourist newsletter.
Toronto, Canada
Joined July 2008
Some year-end fun from the Market Huddle.... https://t.co/ZI5U65hHDI
2
5
55
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:
stonex.cventevents.com
Join me for the StoneX Natural Resources Day 3.0 event in NYC on January 9, 2025.
Interested in gaining key insights to navigate the evolving natural resources sector in 2025? This is your one-stop chance to discover insights on commodities and macroeconomic trends, including outlooks for the U.S., Europe, and China. Register now: https://t.co/GI2kLo3Ck8
1
1
19
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
2
6
32
Was great chatting to @kevinmuir on the "huddle" this week. Thanks for having me bud.
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
0
1
27
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
3
4
23
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
17
23
160
Had a lovely time on the huddle today! Thanks @kevinmuir for having me!
This week, @kevinmuir & @PatrickCeresna welcome back to the show, @leomironov. We review his calls from earlier this year, discuss the outlook for Chinese assets, and discover his top stock picks. https://t.co/dlYr9scx3z
4
4
26
🚨 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!
1
8
30
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.
1
2
4
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
2
9
29
@TheMarketHuddle @kevinmuir @PatrickCeresna @observingjapan 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
0
1
4
@TheMarketHuddle @kevinmuir @PatrickCeresna @observingjapan 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
1
1
7
@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.
1
1
5
@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.
2
1
3
@TheMarketHuddle @kevinmuir @PatrickCeresna @observingjapan 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
1
1
4
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
3
3
20
@NUMISMATICS9 @MagnusMacro @LJKawa @kevinmuir That's a stupid list. Obviously the greatest city in North America is New Jersey!
1
1
6