THE VIOLENT ROTATION

Let's all be careful out there.

You folks know me - I rarely scaremonger about some potential market event. In fact, I am usually the one urging caution as some fintwit or hedge fund star scares everyone about their new convoluted disaster theory.

However, when no one is talking about a certain risk, then I am much more willing to highlight that potential threat as I steadfastly belie…

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