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NOTHING HAS CHANGED
HOLDING ES, NIKKEI, and BTC LONG
See everything laid out in the thread
Inflation risk is greater than recession risk, this is why bonds are down and the curve is steepening
13.8. 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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