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Below is a chart and brief excerpt from today's Early Look written by Housing and Macro analyst Christian Drake |
Rather than again reiterate our expectation for Quad 1 or Shallow Quad 4 (which mean mostly the same thing wrt allocation implications) or attempting to fabricate nuance and manufacture content in the face of a domestic eco calendar with zero top shelf releases, I’ll simply go with the pseudo-random stream of consciousness strategy this morning in hopes of chef’ing up a selection of year-end macro and mental morsels ….
I Am Legend: This is apropos of nothing except to turn the dagger on why SBF is a deca-billionaire at twenty and you (‘you’ as in every other person ever) are not. SOL, of course, went to dutifully gain 8,567% over the next ten months. That is some legendary shit right there ….
Illegal Activity: As you contemplate your tax obligations, bear in mind that you are required to officially report and pay taxes on all your illegal activity and stolen property. Yes, the below is actually from the IRS website. h/t @litquidity.
