Levitating markets, my sad P&L, prospect of inflation, Bitcoin, 1990s Arizona.
Knock-ons and transmission problems
King Dollar
Our first bounce. Are we reflating? A tour of impending terror. And Boeing.
Fed pumps big, I'm still short, and admonishments on dip-buying from Japan.
Slow fiscal. Fed to buy bad corporate debt?
Fed bazooka and the wait for fiscal
What a week. I talk trades, PNL, and macro gloom'n'doom.
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bearhaus