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Andy Constan
@dampedspring
macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Joined June 2013
465 Following    497.3K Followers
Great chart from DSData. 1 month change in yield curves of hyperscalers and orcl with a few of the data center JV financings thrown in.