Kevin Muir
@kevinmuir.bsky.social
All I bring to the party is 25 years of mistakes. Author of the MacroTourist newsletter.
Reposted by Kevin Muir
Reposted by Kevin Muir
Dolly Parton is a god damn National treasure.
March 1, 2025 at 6:02 AM
Dolly Parton is a god damn National treasure.
Reposted by Kevin Muir
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 “was formed to screw the United States”.
“We have made a decision and we’ll be announcing it very soon. It’ll be 25 per cent."
“We have made a decision and we’ll be announcing it very soon. It’ll be 25 per cent."
February 26, 2025 at 5:52 PM
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 “was formed to screw the United States”.
“We have made a decision and we’ll be announcing it very soon. It’ll be 25 per cent."
“We have made a decision and we’ll be announcing it very soon. It’ll be 25 per cent."
Reposted by Kevin Muir
Wish I were one of Elon's kids so I'd never see him again
February 24, 2025 at 3:31 AM
Wish I were one of Elon's kids so I'd never see him again
Reposted by Kevin Muir
Howard Licknuts™️
Lutnick: "I'd like to thank you President Trump. It is the greatest honor to work for you, to be with you, to carry your name, your leadership, and your flag throughout the world ... I know him as the smartest, most thoughtful, and most intuitive person I've ever met."
February 22, 2025 at 1:08 PM
Howard Licknuts™️
Reposted by Kevin Muir
The U.S. team can still win, if Mike Pence has the courage.
McDavid wins it for Canada in OT!!!
February 21, 2025 at 5:32 AM
The U.S. team can still win, if Mike Pence has the courage.
Reposted by Kevin Muir
An amazing resignation letter to Bove from an AUSA who worked on the Adams case.
Money quote: “I 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.”
Money quote: “I 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.”
February 14, 2025 at 5:28 PM
An amazing resignation letter to Bove from an AUSA who worked on the Adams case.
Money quote: “I 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.”
Money quote: “I 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.”
Reposted by Kevin Muir
Everyone thinks Elon Musk is a brilliant genius until he starts talking about something they know about.
Long-term Treasury bills 🤔
February 12, 2025 at 9:08 PM
Everyone thinks Elon Musk is a brilliant genius until he starts talking about something they know about.
Reposted by Kevin Muir
Eggs have done better than crypto under Trump. Just saying. on.ft.com/4b1ylrM
February 12, 2025 at 9:27 PM
Eggs have done better than crypto under Trump. Just saying. on.ft.com/4b1ylrM
Reposted by Kevin Muir
People just have no critical reasoning skills and believe any bit of crap put out by Kremlin bots. Glad Charles isn’t in charge.
February 6, 2025 at 10:55 PM
People just have no critical reasoning skills and believe any bit of crap put out by Kremlin bots. Glad Charles isn’t in charge.
Reposted by Kevin Muir
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.
February 7, 2025 at 1:22 AM
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.
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...
www.youtube.com/watch?v=ZzPf...
The Most Important Guardrail (Guest: Jon Hilsenrath)
YouTube video by The Market Huddle
www.youtube.com
February 4, 2025 at 9:44 PM
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...
www.youtube.com/watch?v=ZzPf...
Reposted by Kevin Muir
Reposted by Kevin Muir
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...
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...
Odd Lots
Investing Podcast · 915 Episodes
podcasts.apple.com
January 24, 2025 at 1:26 PM
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...
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...
Reposted by Kevin Muir
The Go-Go’s “Our Lips Are Sealed” peaks at #20 today in 1981.
“That song is really unique in its structure and .. melodically, it’s such a fun song,” said Belinda Carlisle. “And of course, when you get the reaction of the audience to the song when you do it live, it makes it even better.”
“That song is really unique in its structure and .. melodically, it’s such a fun song,” said Belinda Carlisle. “And of course, when you get the reaction of the audience to the song when you do it live, it makes it even better.”
December 12, 2024 at 11:59 PM
The Go-Go’s “Our Lips Are Sealed” peaks at #20 today in 1981.
“That song is really unique in its structure and .. melodically, it’s such a fun song,” said Belinda Carlisle. “And of course, when you get the reaction of the audience to the song when you do it live, it makes it even better.”
“That song is really unique in its structure and .. melodically, it’s such a fun song,” said Belinda Carlisle. “And of course, when you get the reaction of the audience to the song when you do it live, it makes it even better.”
Reposted by Kevin Muir
Me looking at that first Friday afternoon beer.
November 22, 2024 at 9:29 PM
Me looking at that first Friday afternoon beer.
Reposted by Kevin Muir
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.
November 21, 2024 at 1:44 PM
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.
Reposted by Kevin Muir
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
It's @kevinmuir.bsky.social's fault - he told me to watch it
November 17, 2024 at 8:38 AM
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
It's @kevinmuir.bsky.social's fault - he told me to watch it
Reposted by Kevin Muir
The 🐿️ 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!
November 16, 2024 at 9:14 PM
The 🐿️ 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!
Reposted by Kevin Muir
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
November 16, 2024 at 2:42 PM
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
Reposted by Kevin Muir
I think we all underestimate the effect mere exposure to information has on us, and it’s part of why I reject the idea that “echo chambers are bad” 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
Quite the contrary: if information changes us, then careful tending of our info-environment is an imperative.
4/4
November 16, 2024 at 2:38 PM
I think we all underestimate the effect mere exposure to information has on us, and it’s part of why I reject the idea that “echo chambers are bad” 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
Quite the contrary: if information changes us, then careful tending of our info-environment is an imperative.
4/4
Reposted by Kevin Muir
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.
July 3, 2023 at 3:55 PM
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.