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28 July 2022
6 min read

What am I thinking now?

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No, genuinely.

I was chatting with Tim the other day and I said to him that my main goal for each day is to end up having to do nothing and having to think nothing.

Because that means you're doing something right.

But I guess every now and then you have to have some kind of thought behind where we're going.

I've said many times recently that macro is made more complex than it should be...

All we are doing is putting together all our bits of evidence to take a view on the opportunity cost of being in

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