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Catch a Falling Knife

The Compound and Friends

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Don't Fight the Fed on the Way Up

The Fed provided an accommodative environment after the pandemic. Insane amount of bond buying, they did more bond buying in six weeks after thePandemic than they did in nine years combined. So if you just kept it simple to that, then you don't want to fight the Fed on the way up and on the way down. Consumers are fighting the Fed. But they're not changing their habits. They answer your question, when did everyone become so obsessed with macro?

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