Cryptoninja

@MacrostratPB Just waiting for the barrels to be delivered at my doorstep

@MacrostratPB Yes 🙏

@MacrostratPB Great piece. Recession chance zero if this shock persists longer?

@EconstratPB Did they ask about AI taking entry level jobs?

About to give a lecture at U-Mass Amherst. Lord help me. 😂

@MacrostratPB You can use my dishwasher but only a single dish is allowed😀

@MacrostratPB Dishwasher needs to be bought before prices increase

@DsrPrivate 🙏

@DsrPrivate @Jimmyjude13 @DanielSimonyi @NikLentz Good luck 🍀

@MacrostratPB Any views on long 2s or no chance with inflation rising?

@MacrostratPB And washing dishes by hand is time consuming. Alpha 😀

@MacrostratPB Excellent writeup. Thanks

@MacrostratPB Risk off 🤣

@DsrPrivate @Jimmyjude13 @NikLentz Get well soon Andy

@EconstratPB Yes sir

We got the fuck out early last week no questions asked. Sometimes you need to shoot first and ask questions later.

@MacrostratPB I keep reading about PE credit issues wrt software. Any views?

@MacrostratPB Trying to learn. I get your point. That’s where your note helps explain your thinking. No issues at all 🙏

@MacrostratPB We added risk yday and removed hedges. Do you see it working if it’s a prolonged war?

@MacrostratPB Stay safe

@MacrostratPB Views on Xlf?

@MacrostratPB Yes 🙌