This town's a ghost town

Metros are still hurting, while India is the next China and finally a crypto non-currency you can use (for something other than more crypto)

Inflation is not transitory. Tech stocks are now bearish. Everyone suddenly agrees that easy money and crypto prices are related.

Random Walk’s secret to being right is: find the data that fits the model and memory-hole the rest.

Things we think

This town is coming like a ghost town