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Steve Hou @stevehou0 on x 30.8K followers
Created: 2025-07-23 12:08:18 UTC
Incredibly sophisticated take. I def didn’t see this one coming, but prob should’ve. Powell for Pulte. Great trade! Sharpe! Gotta lever it up! Bill Pulte is rich enough to have an ISDA and can put $5-10 trillion on each side of the Fed’s balance sheet when the time comes.
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Related Topics balance sheet lever powell