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Count Draghula

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Macro trading is dead, because markets aren't allowed to find fair value. Not as nice as the real Count.

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  • 4 charts that imply that the US economic slowdown is easing. 1. Senior loan officers survey: degradation has slowed, which points to carry trades in credit & higher bond yields. Eco picture is adjusting to stable long rates. High rates may not matt
    by Count Draghula
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