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Andy Constan, founder and strategist at Damped Spring Macro, emphasizes two fundamental principles of markets in his recent commentary. Every market seller has a buyer, and the net position of all equity assets is always 100 percent long.
Constan has previously commented on individual asset moves, noting the 58 percent decline in ORCL shares following the company's business strategy shift. He has also observed changes in perception, stating that markets now interpret the formation of task forces as signals for rate policy decisions. These observations add context to his recent focus on fundamental market mechanics.