The article below lays out the misdirection play Warsh and Bessent are running underneath the AI trade. Today’s livestream is the full breakdown of that framework and HOW it connects to the live regime and positioning right now.
I would encourage you to read the article first, then watch the recording attached: The Misdirection Play: Warsh and Bessent’s Unspoken Pact to Fund AI Dominance
Tomorrow’s Livestream: FX Positioning And The Suppression Of Volatility
FX positioning has become one of the most crowded expressions in macro while volatility across currencies continues to compress. The stream will map WHERE positioning is concentrated, HOW volatility is being suppressed, and WHAT breaks the regime.
Paid subscribers can join the livestream with this link (the stream will only be available on Substack for paid subscribers):
Stream Link For Paid Subscribers
Read more