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Allocator's avatar

Good note.

"Now, while this data is a significant development, it is still in its early stages. We will receive more confirmation as the date evolves."

What econ data will be most impactful for your process over the next few weeks?

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DUESPAID's avatar

Curious to understand how your macro fundamental process intersects with other processes to inform your portfolio construction. Currently, I sense some dissonance between your thesis and the ETF portfolio positioning, so I presume there are more operations running in parallel.

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