Cryptoninja

[Cryptoninja @prasar16]

@DSMMAprivate Rotation from tech? To where?

[Cryptoninja @prasar16]

@MacrostratPB Just waiting for the barrels to be delivered at my doorstep

[Cryptoninja @prasar16]

@MacrostratPB Yes 🙏

[Cryptoninja @prasar16]

@MacrostratPB Great piece. Recession chance zero if this shock persists longer?

[Cryptoninja @prasar16]

@EconstratPB Did they ask about AI taking entry level jobs?

[Cryptoninja @prasar16]

@MacrostratPB You can use my dishwasher but only a single dish is allowed😀

[Cryptoninja @prasar16]

@MacrostratPB Dishwasher needs to be bought before prices increase

[Cryptoninja @prasar16]

@DsrPrivate 🙏

[Cryptoninja @prasar16]

@DsrPrivate @Jimmyjude13 @DanielSimonyi @NikLentz Good luck 🍀

[Cryptoninja @prasar16]

@MacrostratPB Any views on long 2s or no chance with inflation rising?

[Cryptoninja @prasar16]

@MacrostratPB And washing dishes by hand is time consuming. Alpha 😀

[Cryptoninja @prasar16]

@MacrostratPB Excellent writeup. Thanks

[Cryptoninja @prasar16]

@MacrostratPB Risk off 🤣

[Cryptoninja @prasar16]

@DsrPrivate @Jimmyjude13 @NikLentz Get well soon Andy

[Cryptoninja @prasar16]

@EconstratPB Yes sir

[Cryptoninja @prasar16]

@MacrostratPB I keep reading about PE credit issues wrt software. Any views?

[Cryptoninja @prasar16]

@MacrostratPB Trying to learn. I get your point. That’s where your note helps explain your thinking. No issues at all 🙏

[Cryptoninja @prasar16]

@MacrostratPB We added risk yday and removed hedges. Do you see it working if it’s a prolonged war?

[Cryptoninja @prasar16]

@MacrostratPB Stay safe

[Cryptoninja @prasar16]

@MacrostratPB Views on Xlf?