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Jurrien Timmer
@TimmerFidelity
·
Nov 7, 2022
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Great thread! Thanks for posting.
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Nov 6, 2022
As Financial Twitter is all about hyping the latest news or market move, in macro-land people often tend to miss the forest for the trees. Let's take a step back and look at the big picture. Where are we in the long-term macro cycle? A thread. 1/
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Alf
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