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Executive Meeting #7 - 4/4/25

Updated: May 2



Presentation slides for the seventh meeting for the executive board members.

Summary:

  1. Liberation day tariff review

  2. Staglfation + long-term U.S. Treasury sell-off

  3. Analysis of the dollar's movement relative to the stock market

  4. March unemployment data update

  5. Analysis of the level of correlation between

    1. Global M2 and gold

    2. Global M2 and bitcoin

 
 

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