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Brad Dunkley
BradDunkley
1/ Short thread inspired by @10kdiver on one of the most important skills a PM can have — using un-correlated and inversely correlated bets to improve sharpe ratio. When correlations
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1/ US Fed min wage bought 2.2 Big Macs in ‘70. Today — only 1.3 Big Macs. If Biden raises to $15 per hour, that’s 2.6 Big Macs. Shows that
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1. Some thoughts on inflation:I think there’s a really good shot of inflation > Fed target in 2H and beyondsavings are high and consumers are going to spend that money
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