Bull Case pinned ยซGDP=C+I+G+(XโM), C is Consumption, I is Investment, G is Government Spending, X is Exports, and M is Imports, imports (M) are subtracted. High imports, lower nominal GDP, macro FUD. BTFD and ignore macro FUD. @bullcaseยป
๐จVol Control, CTAs & Risk Parity flows at the bottom 4th percentile. -Nomura [BTFD now before their flows start coming back and macro turns bullish]