*Attn: for more info on today’s ‘inflation fade’ ~ here’s an article I wrote 3 weeks ago highlighting that the inflation trade was grossly overcrowded, leading to diminished upside (remember it’s about magnitude of correctness > frequency of correctness)https://t.co/LOgQZvijph
— Adem Tumerkan (@RadicalAdem) June 13, 2021
#recession … #Fed/#Treasury Pushing on a String edition https://t.co/viie3rWp5y
— Invariant Perspective (@InvariantPersp1) June 12, 2021
https://twitter.com/sinbad_W/status/1403321734976053253
0 views