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Pastimes : The Philosophical Porch
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To: Rarebird who wrote (26116)6/12/2025 8:54:40 PM
From: Real Man1 Recommendation

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bjzimmy

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Global liquidity is expanding because central banks ex Fed are easing. The way to transfer liquidity is carry trade. Gold indicates a small degree of Zimbabwization. You can call it inflationary bull market. This does not make US stock market less expensive.
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