Hope Springs Eternal
RiskReversal Pod
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QE and the Dollar One
QT, quantitative tightening, was not going to be able to last. The balance sheet got down to what? About 8.3 or so trillion dollars. It's hard to figure out how stocks are going to react and where people are going to put their money with the Fed as quote, printing. And we've said all along, and I know Vinnie and Porter have echoed this: We don't think that we can wean off of it.
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