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This is the latest from Harris Kupperman, the founder of Capital of the Praetorians, a hedge fund focused on using macro trends to guide stock selection. Mr. Kupperman is also the main adventurer at Adventures in Capitalisma website describing his investments and travels.
I published Harris’ final thoughts in a few days ago Post outlining his thoughts why the Fed has backed itself into a corner they can’t get out of.
Harris is one of my favorite Twitter followers and I…