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CERRANDO NEUTRAL TODOS LOS ACTIVOS DE RIESGO
CERRANDO ES LONG, RTY LONG para obtener una ganancia
Informe después del cierre para explicar más cosas.
16 jun 2025
We are entering one of the most violent periods in markets but this isn't driven by a recession, it's driven by the credit cycle
The sheer amount of money being added to the system right now is creating an environment for equities that is very rare
Let's dig in 🧵👇
Cuando Powell presiona al conductor del ciclo crediticio de esta manera, no está claro qué sucederá en un plazo inminente.
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