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3-Circle Investment Process: Company + Industry + Macro Analysis.
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Strong AHE means wage/price spiral is close.
Eurodollar charts breaking down in big way throughout the curve (EDZ3/4/5) after strong AHE shows labor market remains snug. We are at max employment with inflation running too hot. The Fed is coming for PE multiples. Tech/crypto weakest but we are close to beta face plant time