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I know I’m impatient, so I’ll offer that as a warning. In any case, I am certainly not getting aggressive, since we’re only one day into this bounce, but I am putting my toe back into the water with some carefully-selected shorts, shown below. I have zoomed in to the salient portion.
April Tax Collections Still Running Red Hot Mean That Fed Must Get Tighter
The Fed is Tightening Into a Sheet Storm









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