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I dont usually talk about markets. Prices do what they do. However, there is a macro observation that I think is applicable.
In this video I discuss how liquidity is increasing, meaning that asset classes that ourperform, i.e. crypto and mega tech, is likely to benefit. When looking at the central banks along with the Eurodollar system, we can see a path where things are reversing. A lot of this is based upon the value of things such as bonds increasing which, when used as collateral, means an expansion in balance sheet capacity.
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