China's Totalitarian Covid Takeover
122: China zero Covid, Twitter leaks, 50 bps hike ahead?
Morning everyone - we’re testing out a Saturday release of Arb Letter so we’ll review the viewership and open stats and make a decision as to if Saturdays are truly better than Fridays.
Fridays have largely been quiet this year.
As I am writing this I am sipping steaming espresso on a deck overlooking the ocean. It’s 80 degrees.
Dozens of tequila sodas +…
