re: Discussion of Fed Liquidity’s Impact on Equity Markets

quote:

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They can do it through weakening our military power

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Just going to leave this book recommendation here. Don’t read it if you’re looking for a pick me up

LINK

Also, it was good to hear Van Metre’s macro investing view is exactly in line with what I’d been thinking - long dollar and long government bond. Although both of those are probably minority views, so it’s still a bit scary to put my money where my mouth is.