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i second that -
my day isn't completed until i read your post
"must read news" is how i would title this. good stuff. anyone who doesn't see what's going on as pure macro and headline (or what i heard yesterday as "policy driven"--which is spot on in my book) driven is living in lala land. if you've been a successful trader and have yet to be carried out on your shield in all this you are very good indeed!
Thanks for providing these summaries. Very useful
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