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The “Short Everything” Trade | Teddy Vallee
Forward Guidance
The Energy Situation in Europe
The energy situation really adversely affecting both the US and specifically Europe. Add on to that, I think the big, the big elephant in the room is these shutdowns in China. 40% of China's GDP is effectively locked in right now. We could actually have just from China alone, if they continue this type of policy,. A negative global growth picture just from China.
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