This is the latest from Harris Kupperman, founder of Praetorian Capital, a hedge fund focused on using macro trends to guide stock selection. Mr. Kupperman is also the chief adventurer at Adventures in Capitalism, a website that details his investments and travels. I published recent thoughts from Harris just days ago, in a post outlining his thoughts on why the Fed has backed themselves into a corner they can’t get out of. Harris is one of my favorite Twitter follows and I find his opinions - especially on macro and commodities -…
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