Reminder

[dealmaker]

"

https://twitter.com/x/status/1251157724793982976

"

 

[xandman]

this guy is a moron.

Probably. But, his view of the market is shaped by a high level of concentration to the top names.

At some point, their dependence to other economic players will be realized. But first, they need to soak up liquidity.

 

[Nobert]

Probably. But, his view of the market is shaped by a high level of concentration to the top names.

At some point, their dependence to other economic players will be realized. But first, they need to soak up liquidity.

View attachment 225301

In which hands, those were concentrated back then and now, any ideas ?