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BubbleHead's avatar

Fantastic read yet again!

Japan's economic development could be worth it's own full read. Boom, bust and lost decades. Would make a great read I'm sure!

Cheers!

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Fast Freddy B's avatar

Great thread too Peter. I'm also reminded of the Druckenmiller Deutschmark reunification trade 1989ish, where the Bundesbank afraid of inflation kept rates high, while the fiscal spending was turned up to an 11. The result was massive appreciation of the Mark. Something similar is happening now with USD, but a strengthening USD will have massive implications (negative) on risk assets.

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