Feels like the MAG7 trade is about to come back when everyone looks for safety from the TLT and all other equities

"Financial crisis' percolate for years and blow up in days" - Paul Tudor jones on CNBC today saying (summarized) Debt is unsustainable Deficits as far as the eye can see Will we have a Minsky moment in debt markets Owns 0 fixed income Have to let Tax Cuts expire To reduce Debt / GDP - Run inflation high, small tax, interest rates below inflation, nominal growth above inflation Need to be Dovish WITHOUT letting inflation run wild