Comprehensive Macro Report
Outstanding report, very much appreciated.
Oh boy... This is going to keep me busy for a while.
Amazing work! Great to have a view on USDGBP and Commodities in there, too.
Thanks!
Very well done. I appreciate your helping to piece the macro puzzle pieces together!
Thank you sir
That means a lot
Great report, thank you.
Really well put together report. Will be helpful in the weeks and months ahead. Thank you!
🙏🤝
Fantastic report. Thanks!
🤝
Great report, thank you! Just a small complementary note I made on the rocking flows into 20Y+ Treasuries: $TMF (Treasury Bull ETF) with record bananas inflows with more >$1 billion in 2023
https://twitter.com/Maverick_Equity/status/1659547121039622144
I'd actually view inflows into TMF as a signal to fade. No one with size or signal trades a leveraged etf. But always important to watch those flows.
got it, great feedback, thank you!
Outstanding report, very much appreciated.
Oh boy... This is going to keep me busy for a while.
Amazing work! Great to have a view on USDGBP and Commodities in there, too.
Thanks!
Very well done. I appreciate your helping to piece the macro puzzle pieces together!
Thank you sir
That means a lot
Great report, thank you.
Really well put together report. Will be helpful in the weeks and months ahead. Thank you!
🙏🤝
Fantastic report. Thanks!
🤝
Great report, thank you! Just a small complementary note I made on the rocking flows into 20Y+ Treasuries: $TMF (Treasury Bull ETF) with record bananas inflows with more >$1 billion in 2023
https://twitter.com/Maverick_Equity/status/1659547121039622144
I'd actually view inflows into TMF as a signal to fade. No one with size or signal trades a leveraged etf. But always important to watch those flows.
got it, great feedback, thank you!