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Yen Carry And AI Bubble Are The Same Trade

00:01 - 19/08/24

Lumber prices have declined to their lowest level since the 2020 pandemic, down 80% in 2 years.

This is one of the most 'painful' charts out there

China switched its growth strategy from investment in infrastructure and real estate to building massive industrial capacity, at any cost. There will be major consequences for former industrial heavyweights like Sweden, Germany or South Korea. Buckle up folks.

Northwestern Mutual invested $2.7 billion in TLT during June in a bet that a recession is coming soon. That was the largest monthly inflow to TLT in history!