How to get URL link on X (Twitter) App
https://twitter.com/shortl2021/status/1599790138866880512?s=20&t=W7BOuqSLhkeDHoDd-5uzgg2/19. Now, @macroalf has done a nice little dive into the composition of these trades. First 9 minutes tackles how these trades arise, & from then onward he looks at the risk these trades pose.
https://twitter.com/biancoresearch/status/1598054857138921472?s=20&t=xn8unUAQ3MU_hQ2AoyNV6g2/5. I'm a bit perplexed. As @biancoresearch points out, he did give a nod to the impact that elevated asset prices has on labour participation rate, but then chose his wording such as to turbo-charge risk asset price
https://twitter.com/shehzadhqazi/status/1594843707760672770?s=20&t=l5_QWj4G258AB5ldAaQaDw