Loplop

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@GS_CapSF @DonMiami3

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@NickTimiraos @AdamPosen

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@DannyDayan5 @BobEUnlimited !! big if true

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@DannyDayan5 @BobEUnlimited you're both right. declining savings rate is bullish... until its not. almost a perfectly coincident indicator. Curious to hear your thoughts on when it turns b/c that is ultimately what matters

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I gave Opus 4.8 on ultracode mode both of these series for the full history and it couldn't find any consistent statistical relationship in contemporaneous or lead lag space. It turns out this is just a cherry picked period of the total history of both series. Curious if you guys have done any more rigorous analysis than just a dual axis chart.

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@DannyDayan5 Muchas gracias senor

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@aRishisays Excellent framework, I think we have our answer!

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@profplum99 Got it. Many thanks.

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@JamesYo43532848 where can I read your stuff?

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@maxwiethe @MunchingMoez @MTSlive show a little energy guy on the right!

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@TraderBillyAU which screen?

[Eric Basmajian @EPBResearch]

https://t.co/yd0FgvvK8N

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@imotw2 do it!!

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@dampedspring Got it. Thank you as always! Fascinating stuff.

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@rev_cap @MelMattison1 even lancaster where the amish are in PA is too expensive for only $1M

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@maxwiethe @pernasresearch if they have a repeatable edge then why would they share it by selling research?

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@takis2910 What source for global manufacturing output?