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Lyn Alden: A Pendulum Between Stagflation & Reflation

The Macro Trading Floor

CHAPTER

What Are the Warning Signals to Get Out of the Train?

The up trund that's been in place since the bottom of cove, it could certainly kind of roll over if you had kind of a deteriorating us. Energy productiont so we see, for example, many energy producers are not investing heavily in capek and you conto bottle necx in terms of allowing new pipe lines to be built. But i think a lot of the crash risk has been removed from that space. I think there's a decent chance, on the downside, thati just ends it being kind of underwhelming trade, where it doesn't really go anywhere. It's kind of dead money.

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