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Okay Alex explained it better than my last post. agree with all this
the down then up in equities is why i landed at neutral
btc is a buy the dip situation
16.7. klo 23.30
if Trump were to fire Powell
- equities down then up
- crypto down then up much more (higher equilibrium)
- gold higher
- short-end rates lower
- long-end rates higher (short the 30yr)
it's the kind of news that we can trade after it happens, just need to be quick
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