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2min chapter
The AI 5 versus the S&P 495
The Macro Trading Floor
The Eurozone Macro Cycle and the Eurozone Assets
I've been banging the drum on Europe to miss and being too much now for a couple of weeks. And maybe honestly, a very straightforward proxy could be to be short the euro versus the US dollar as well. There is nothing particularly special about the Eurozone macro cycle. It's just that macro cycles are not perfectly in sync this time and the US has led anybody else and now it's leading anybody else on the weakness down.
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