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6 posts


all this deepseek talk reminds me of a trip to china in 08. I was in a meeting with some of the internal economists and I asked a simple question about what they thought GDP was tracking at. The guy coyly smiled and asked me what I thought it should be.
In one hand he was twirling his pencil and in the other bouncing an eraser...
I never traded China economic data from that day forward.
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