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But we saved everything 🙂.
Andy Constan, founder / strategist at Damped Spring Macro, stated that central bank money printing will not resume until the economy is "ice cold" or equities see a decline of 30-50 percent.
Constan mentioned that as long as economic growth and stock markets are robust, there is no reason to expect additional monetary easing. He also shared that he maintains a 10 percent allocation to gold and has held this position for 13 years.
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Constan has previously raised concerns over narratives in financial markets, flagging misleading claims about Jane Street's debt refinancing being tied to AI investment. He has also commented on major transactions, noting questions around Blue Owl and IREN's $2.4 billion senior secured deal. These posts reflect his ongoing scrutiny of recent market developments.