looking precarious..as ever, the fed is hugely important
....if they don't raise rates, I fear Japanisation...perhaps they shd raise rates and mount extraordinary liquidity surge at same time (perhaps even helicopter money)
is often decently sensible shorter in my limited interactions..but I reckon he had not come across CM..
..CM is serious heavyweight..one of top handful in City (well west end lol)
..mad to short against CM imv