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 - ARM (long via Mar26 $120 calls)
 - AMT -  LONG BOND PROXY PLAY
 - Jan26 $31/$42 SLV
+- short KLC (bearcave)
+
 
 If the Nixon shock ushered in the end of Bretton Woods 1.0, yesterday — probably to be named in history “Trump shock” — ushered in the end of Bretton Woods 2.0.