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Otavio (Tavi) Costa
TaviCosta
The largest wealth transfer in history.Time for a thread Today’s mix of monetary and fiscal policies are having a very different economic impact then we saw post the GFC.Back
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The Spanish flu of 1919 serves as a roadmap for the current macro environment.Thread Similar to today, the outbreak of the pandemic severely limited the industrial capacity of the
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Fairly simple.All we need is 5 or 6 more record breaking nonfarm payroll gains to justify today’s valuations. Hard to see the labor markets going back to normal any time
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