Slack: C0A0J067M6V/ts:1774140827.2158

Author: James S Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

global-liquidity-cycle-macro-regime

💬 [E1758] A very negative Michael Howell today—bearish, selling US stocks, raising cash.
commentary · 2026-04-07