This Credit Cycle Was Made by Central Banks—and Will End With Them

The illusion of stability ends when the central bank bid disappears.

This Credit Cycle Was Made by Central Banks—and Will End With Them

Most recent report explaining WHERE we are and HOW the signals of the credit cycle are incrementally taking place:

PlayBook and Primers on the S&P500, Bitcoin, and how to develop a macro thesis:

All the charts:

As always, a Pepe for the culture:

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