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Recent writing, notes and long-form pieces.
Weekly Recap 08.21.26
Reflation is confirmed at 84%, the Treasury is doubling buyback size, and $DXY weakness is doing the heavy lifting. No allocation changes this week.
The Archive
Recent writing, notes and long-form pieces.
Reflation is confirmed at 84%, the Treasury is doubling buyback size, and $DXY weakness is doing the heavy lifting. No allocation changes this week.