X @Unipcs (aka 'Bonk Guy') 🎒
Unipcs (aka 'Bonk Guy') 🎒·2025-08-02 18:20
RT Alex Krüger (@krugermacro)So I've lost the habit of posting here, as I've been traveling for an extended period of time and busy with personal matters. Plan to resume posting regularly soon. In the meantime let me share some quick market views given the dramatic moves we've just experienced.I see the current move as a smaller scale replay of last year's August crash (which bottomed on Monday).2024's August crash was driven by the BoJ hiking first (initial trigger for the infamous carry trade unwind), fol ...