It's been a while, but it's time to start trading currencies again

It’s been a while since I have written about currencies, but for good reason. I just didn’t have any insights. In the midst of the corona crisis, we had some rather interesting FX volatility, but all asset classes were going crazy, so it was somewhat par for the course. Since then, we have been inundated with fintwit bears telling us how the great US…

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