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96_eclipse
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Fair, do you have a better account to follow?

Except in this subscription model the ppl who pay the least (or none at all) are the ones who benefit

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?

Damn, ok. I swear it showed up a week ago but isn’t now. Back to the drawing board

I’ll take the cheap sats, but what happened? No more twitter

Behind enemy lines today at a bank capital markets update:

* The current macro is “Weird, Unprecedented, elephant in the room, no crystal ball” (emphasized over and over)

* Data and indicators all going opposite directions

* Inflation is real and don’t expect rate cuts this year

* Wondered if we’d have a soft or hard landing but so far we’ve had no landing

* PE firms scratching heads because portfolio companies seem fine

* Lots of dry powder ($4T+)

* Crowd laughter when asked of risk of default from not increasing the debt ceiling “the old saying goes it’s not a concern, unless they don’t increase it, then it’s a huge concern”

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How do zaps work?

Testing relay again