Events just took on a Black or maybe white swan event. As I said last night, the military would have to choose within days if not hours, they choose and the military regime since Nasser remains intact.
We'll see how the market reacts as the obvious outcome is not always the correct one and it may change several times before there's clarity.
Is interest rates about to start going up?
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Yes, I know - it does not make any sense - FED is about to cut
rates...but....real world interest rates are not always what FED wants it
to be.
5 years ago
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