15 Comments
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AncientSion's avatar

Absolutely insane timing on calling the short squeeze. Well deserved profits, i hope.

Thanks for sharing your analysis time and time again.

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Florian Kronawitter's avatar

Thank you so much. Got lucky. Appreciate it

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jaideep Singh's avatar

One of the best guys out there for sure. Florian is perhaps a big shot in the finance world, but still humble enough to listen an idea from even a silly retail (like me lol). I see his interactions on twitter, always open to dicussions and learn/respond to very differing viewpoints.

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Florian Kronawitter's avatar

Thank you, far too kind to say!

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Leonard Blush's avatar

I don't know if I've seen such hoopla like the QRA before. A few months ago, few even knew what this was. Now it's being portrayed as the chief driver of economic growth. I like the more level headed approach given here. My question though, what happens when the Fed gets tired of the treasury monkeying in their business and fires back with QE changes?

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Max's avatar

Thanks a lot for sharing your opinion!

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Magnum's avatar

Thank you for taking us through your thought process, your posts are extremely helpful

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Florian Kronawitter's avatar

Happy to hear that

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AFStocks's avatar

Love to read your stuff, appreciate it

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Florian Kronawitter's avatar

Thank you for this

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bryan321's avatar

I like the scenario part of your posts as it frequently show optionla future ralated to key parameters tied to their "market expressions".

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Klaus Mueller's avatar

US deficits and debt are unsustainable. Moving to bills from bonds can fix short term. But in the long term, only negative real interest can keep the debt manageable. I see no other solution.

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Miha Suzi's avatar

I will have to read this post several times to wrap my head around it.

Thank you for providing your thoughts and knowledge in such an expansive and transparent manner.

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CEH in SC's avatar

I appreciate your multiple views. You illustrate how to think about markets with their uncertainties, unknowns, probabilities and multiple possibilities. Learning how to think about markets is an alpha in itself. Thanks!

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James Fairbanks's avatar

Fantastic as always Florian. Keep up the great work !

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