Individual investor since 1999, trading my own retirement and personal account. Mechanical Engineer & MBA in Finance & Entrepreneurship working in construction.
Oct 22, 2022 • 6 tweets • 1 min read
1/ Eurodollar University vs Dollar Milkshake Theory, a thread.
I thought about this a lot. There was actually an interview with Jeff Snider and Brent Johnson around 18 months ago which helps a bit.
2/ Dollar Milkshake is the “cleanest dirty shirt” argument that all central banks are easing with QE but the fed was easing less and with higher rates which was sucking all investment into dollar assets.