Featured contentSee All
Recent recommendationsSee All
Recent asksSee All
Recent postsSee All
Nice thread. Completely agree. Market is woefully unprepared for a surprise hot print. Earnings recession and credit risk probably get priced in to a greater extent in 2023. Still think there’s potential for a large correlation to 1 VaR shock at some point.
Truly brilliant work. Rereading again now.
Insightful thread sir. You got a new follower. 🤝
The rabbit hole goes even deeper than you'd like to believe. What a read.
Great work @btcpolicyorg @RebelEconProf 🔥