Raoul Pal (@RaoulGMI)

I know no one wants to hear bullish ideas and everyone is scared and wants to fling poo at each other... but the Road to Valhalla is getting very close. If global liquidity is the single most dominant macro factor then we MUST focus on that. REMEMBER - THE ONLY GAME IN TOWN IS ROLLING $10TRN IN D...

People are yet to understand that we have a macro hedge fund manager running the Treasury, not an ex-Central Banker. He deeply understands liquidity impacts and how to drive financial conditions to drive liquidity and how that in turn drives the economy and markets. His entire strategy is to lowe...