goodchop
@apolozc
The next point — the macro backdrop is squeezing risk assets: ꩜ The Fed hasn’t cut rates and isn’t rushing to do so; the yield on 10-year UST remains above 4% ꩜ Tight macro conditions could trigger a major liquidity outflow — the start of large declines!
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Matthew One
@matthewone
Probably spent its youth mentoring clouds. A true cuddlepocalypse survivor.
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