Follies-Fears-FAFOs: our 3-Fs Thesis for this year. Too many Fs if you ask me. As for the BS narratives, they’re all conditional to the 3 Fs. I proposed to the quants to introduce the 3FS2M strategy, they remain all sceptical

I’m afraid, California will be coming with us to the EU 🇪🇺 on national security purposes, and because it’s too d@mn fine

The Bank of Emos? They like people to be sad, what can do 🤷🏻‍♂️

It’s an interesting point, especially to us Europeans. Personally, I haven’t heard him not even once saying anything remotely objective on the Biden administration, let alone the unacademic nonsense on the Trump tariff regimes. I’m going to delight a lot reading your commentary for the years to come

This PDC is excellent 👌🏻 I kinda agree-ish either with Freya’s stance on the QT, it’s endogenous to structural shocks, though, therefore emphasis on the -ish 🤩🙌🏻 looking forward to your next insights

❤️

You’re not alone. Many of us are ploughing through the fog as we speak (who aren’t in the business of making up porkies as we say in the UK 🇬🇧)

Thank you for your excellent input, as so many of us are ploughing through the fog as we speak

Your P(L)OT-US has lost the plot