ORDERED KAOS: Themes of the Week (3/26/23-3/31/23).
"Risk-Free" Fears / Death of USD Fears / China Risks / Risk Rip / Oil Prospects / Shadow Banking.
Trying something new this week.
Instead of repeating the Musings of the Day first, I’m just going to jump right to what I consider to be the most important Themes of the Week with relevant support sprinkled in.
Theme 1:
O…
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