HOLDING ALL POSITIONS I LAID OUT HERE
HOLDING LONG ES, RTY, and BTC
We continue to see risk assets skewed to the upside
I will be publishing a macro report on rates tonight.
Subscribe here for it:
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 🧵👇
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