X @Ansem
Ansem 🧸💸·2025-09-15 20:48
RT smac (@0xsmac)not going to write a blog post with lots of charts on this but tldr is i think the bears are wrongto me their best argument is that the fed is behind the curve, the economy is cooling considerably and the market is expecting a ton of cuts ahead of this (i.e. the market believes the labor market is about to roll over and so we need 5-6 cuts over the next year + to soften the blow)last weeks revisions are something bears can hang their hats on with an assumption this is just the start and we' ...