A lot of the price action in markets after the problems with Coreweave have been deflationary, which sort of make sense. GLD/TLT, which is my big inflation trade is looking problematic.
Capital Flows and Asset Markets
IF YOU ARE NOT CONFUSED BY COREWEAVE - THEN YOU ARE NOT PAYING ATTENTION
IF YOU ARE NOT CONFUSED BY COREWEAVE - THEN YOU ARE NOT PAYING ATTENTION
Yes - you read that right
Capital Flows and Asset Markets
Explaining how capital flows and asset markets work
Explaining how capital flows and asset markets work
