Alex Krüger
@krugermacro
Economist. Trader. Entrepreneur. Advisory. Columbia MBA. Bitcoin '13. Sharing views on crypto and global markets. *no financial advice*
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1/ A recession is imminent, risk assets are expensive, and stocks always bottom during deleveraging driven recessions. Is a major crash inevitable? Not at all In this research r...
1/ On the Fed, the bottom, and a potential relief rally. Thread 🧵
1/469 The has been a very fundamental shift at the Federal Reserve. The Fed has flipped decidedly hawkish. Their main worry is not employment, it is inflation. And to fight infla...