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The Energy Trade Has Gone Too Far | Jared Dillian

Forward Guidance

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Bitcoin Twitter in 2021

Jared Bernstein: Just because everyone's bullish on something doesn't mean that it won't go up, right? The crowd isn't always wrong. He says the energy bulls have taken a 30% drawdown and there's no introspection. "I don't think most people know really why this is happening," he adds.

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