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The AI 5 versus the S&P 495
The Macro Trading Floor
The Eurozone Macro Cycle and the Eurozone Assets
Shorting the euro versus the US dollar may be a straightforward proxy as it is correlated/nExcess euro optimism is a theme worth pursuing/nWhen people start saying European assets are the new safe haven, it's a good sign to consider shorting Eurozone/nThere is nothing special about the Eurozone macro cycle and there is no new safe haven
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highlights
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