가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

Alex Krüger
@krugermacro
🇦🇷 Economist. Trader. Sharing views on global markets.
가입 March 2012
1.7K 팔로잉 중    215.9K 팬
Midterm review of my 2026 year-end calls ➤ peace in the ME=> no peace but no kinetic war ⚠️ ➤ higher inflation => CPI from 2.4% YoY to 3.7% YoY✅ ➤ non-hawkish Fed => the Fed is hiking❌ ➤ Blue wave => historical GOP defeat ✅ ➤ S&P up 10% or more => up 15% ✅ ➤ BTC up 25% to 33% => up 8% ⚠️ ➤ Spain or Argentina as new world champions ✅ It's easy to forget how bad things were back in April.
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➤ peace in the Middle East ➤ higher inflation ➤ non-hawkish Fed ➤ Blue wave ➤ S&P up 10% ➤ BTC up 25% to 33% This is all happening. In fact, if anything, prices will run even higher. Stocks in particular. Don't fight the trend.
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