https://ift.tt/0TfiNz6 was a turning point. The amplitude of the rising exchange reserves on a 45% drawdown is far outside what was expected. We’re headed for a late 2022 early 2023 supply shock. My $400k price target unchanged.

This was a turning point. The amplitude of the rising exchange reserves on a 45% drawdown is far outside what was expected. We’re headed for a late 2022 early 2023 supply shock. My $400k price target unchanged.

https://ift.tt/F0ghxv3

This was a turning point. The amplitude of the…

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