Humor Me One Bear Fantasy

Just hear me out lol. Just a thought I’ve had: I’m trying to make sense of this ramp given the risk signals.

We just saw Russell Clark’s fund close up shop. If we give all of this back up, it’s possible—given all of the other risk off signals we’re seeing—that this just happened to be a big short fund closing up its book. It’s a long stretch, but straight up after the run we’ve had while so many things point in the other direction needs an explanation and perhaps it’s a very simple one.

ES


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