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Dear Mister Fantasy and a Conversation with Joe Saluzzi of Themis Trading

RiskReversal Pod

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The Fed's Rhetoric on Inflation

Bank of California bought Pac West with the help of JP Morgan, Warburg, Pincus and center bridge partners. Gasoline making a new 52 week high. Oil at levels we haven't seen since April. The Fed is as hawkish as they are because they know that inflation will re accelerate over the next few months.

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