Three Major Macro Headwinds, Ranked by Importance:


1. US Dollar Index Breaks 100 (fundamental factor; other factors ultimately converge and manifest in the USD index)
2. US Unemployment Rate Surges (the metric the Fed cares about most)
3. Japan Rate Hike (risk trigger, and many people aren't aware of it)
Biggest Macro Tailwind: The boss Yili Hua has gone short!
Now we just wait to see which force wins, haha😁
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