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- Happy to be back on the desk after taking a day to get some fresh air
- There were some interesting moves in the markets in the last couple of days
- Sure equities went up but there were no inflows into SPY? I found out who was buying.
- A few other thoughts Evergrande, Bond focus (bigger issue if rates continue to break out)
- Bitcoin is down with China banning transactions with crypto and the market is not concerned enough
- I will work on getting back to everyone's email this weekend
- Have a great weekend