If the coming several quarters unfold as he’s outlined, we could be in for an exceptional market to trade, both to the upside and down.
Capital Flows
Capital Flows13.8. klo 01.30
The price action in stocks continues to confirm the macro regime I've laid out 1)The Credit Cycle is in full swing, causing melt-up mode 2)Inflation risk is greater than recession risk All of this is coming to the macro end game moment where volatility shocks everyone 🧵👇
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