“The Carry/Theta Bills Are Crushing” – Here’s Why The “Reflation” …

the carry theta bills are crushing heres why the reflation trade is collapsing

Sumary of “The Carry/Theta Bills Are Crushing” – Here’s Why The “Reflation” Trade Is Collapsing:

  • Price-inputs like used-vehicles—which have done a lot of the Core CPI “heavy lifting”—will increasingly moderate (resolve supply-chain / semi-shortage issues) in-time;…

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