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From: Rarebird	8/5/2024 2:49:46 AM
	of 23657

Reverse carry trade is gaining lots of steam tonight. If this continues, there will be a global margin call and a massive credit event. To think that on Wednesday, the A/D line hit a new all time high. All of a sudden this happened with talk of a rate cut. I sold slightly more than half my portfolio on Friday. Maybe I should have sold everything. But I did derisk my portfolio tremendously. A lot depends on how AAA and AA corporate debt performs tomorrow.

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