Forward Guidance
@ForwardGuidance
Macro Investing Podcast
Hosted by @fejau_inc
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Joined June 2022
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Druckenmiller’s WSJ Op-Ed could be good for Bessent.
@qthomp says Druck's call out might have been a trial balloon to establish that if long-end yields hit 5.5%, the problem is Congress and decades of fiscal excess, not Bessent.
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