Note: I do have political opinions on where the stimulus should be injected but no matter where it is injected, there will be transient arbitrage opportunities as the expanded money supply spreads through the economy.
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Not certain I understand this tweet. Are you asking about CV19/QE-infinity investment ideas?
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I’m trying to forecast what might actually happen to the economy due to various fiscal and monetary stimulus/bail-out/relief measures being mooted and rolled out.
End of conversation
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