5 Comments

this is a really good exposition of things we probably know, but havent dissected. Thank you!

Expand full comment

Enjoy reading your thoughts Florian 🙏🏽

Expand full comment

Sorry im late to the party on this article. When you mention China, do you mean $KWEB ? Options ?

Expand full comment

So much for that hawkish FOMC meeting...

Expand full comment

great take, great charts, thank you!

Expand full comment