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Will the Fed Thread the Needle? with Itay Vinik
Bankless
The Direction of the Fed's Liquidity Resolution
This is one of the more liquidity sensitive sectors that I've been following for a long period of time. We're seeing a really big divergence where the micro-cap stocks didn't even flinch on this recent move up. If you go back to December of 2021, they actually topped out in November and had a big drawdown in December while markets continued upward. That was a great warning indicator for the top. This is actually giving us another warning sign right now.
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