Slack: C0A0J067M6V/ts:1773168742.5613

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

global-liquidity-cycle-macro-regime

💬 [E1756] Still keeps an eye on Howell's global liquidity chart. If it falls, will de-risk with a 12 week lag.
commentary · 2026-04-07