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Fire And Ice
- It's cold outside and with the recent failures with energy grids some longer-term thinking is needed.
- Economic data is starting to come in hot. And it will only continue in the coming months.
- The Fed wanted this and it's also causing rates to rise which is cooling off equities especially the more speculative ones.
- Tesla could start to see the opposite of what happened in the past year as signs of negative gamma is becoming evident.
- Covering MSTR with a 12% gain.