Camp Kotok

Just under $22 trillion sits on the cumulative central bank balance sheet of the big Six

“The way to build long-term returns is through preservation of capital and home runs.”

“Everyone sort of lives with their rulers in the past and doesn’t look at coming changes.”

“Earnings don’t move the overall market; it’s the Federal Reserve Board… focus on the central banks, and focus on the movement of liquidity… most people in the market are looking for earnings and conventional measures. It’s liquidity that moves markets.” - Stanley Druckenmiller

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