The ACID Capitalist

The ACID Capitalist

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The ACID Capitalist
The ACID Capitalist
The Acid 2025 Manifesto - Part Four

The Acid 2025 Manifesto - Part Four

The Vanishing Point of Certainty

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Hugh Hendry
Feb 27, 2025
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The ACID Capitalist
The ACID Capitalist
The Acid 2025 Manifesto - Part Four
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Holy shit!!

Think of the ticker tape on the bridge of the Titanic.

The yield curve is flattening again…The yield curve is flattening again…The yield curve is flattening again…

A slow, deliberate compression, suffocating risk appetite, draining momentum, leaving the system gasping for air. The market whispers its dissent, the cold arithmetic of bond yields …

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