Is the Merger a Drip?

The net liquidity equation is being held up right now by this sort of discrepancy in the short duration treasury, the shortage and short duration treasuries. The second the market has like, a preference for duration, all of a sudden, that demand doesn't necessarily have to change in a drip. And i see a world where we are clearly going down the path of like printing and stimulus. If oif you don't see that, i think you're blind to it.

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