Should Investors Still Be Afraid of the Fed?
Real Vision: Finance & Investing
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Positioning and the Secular Realities of Markets
Crowding happens the more nothing happens for some time. Crowding happens into short convexity because of the, it's very profitable as that happens. Positioning versus secular structural flows can unpinned from counter trend moves that are dramatic in fashion or time. And that's why things tend to take longer than you think or happen very counterintuitively with some type of dramatic blow off time.
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