U.S. Economic Growth Update

[Kev]

can you update us on how you are implementing the rates trade?

[Costanza]

Good stuff.

[Yaacov]

Now do i have your blessing for some equity shorts?

[Ringo]

Solar

[Path]

Hi @pinebrookcap, new subscriber who just requested a follow on the Private twitter thread. Please let me know if you need anything else from me.

[Mark Asaro]

What does it mean that the growth scare should be faded?

[Ringo]

Buy the dip

[Ringo]

How would a sustained spike in oil prices filter though?