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The Bet
The Compound and Friends
The Fed's Predictions for July
The Fed has paused for now, but the market is still expecting another 25 basis points in July/nThe Fed's projections are only what they see in the moment and can change if conditions change/nUnprecedented contraction and money supply in M2 at a little over 4%/nThe opportunity in the market lies in thinking about the possibility of liquidity being pulled from the system and the effects on the balance sheet
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