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Yes, we made a ton of Metallica references in this presentation in honor of the best news of the year: Metallica is coming out with a new album and going on another world tour. Additionally, nearly offsetting this fantastic news is the possibility of a railroad strike, protest outbreaks in China, and language of a premature Fed pivot. Also, the credit bubble seems to only be expanding as savings rates are plummeting while credit card debt is soaring. Hopefully it all ends well like the Master of Puppets album.

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