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Breanna Lesson's avatar

Congrats! I have been following your substack for a couple of years and saw that Zerohedge picked up this post!!! Thanks for all you do!

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Ingolf Eide's avatar

Jan, just read your Part 2 (including the summary of Part 1). Taken together with this latest piece, it seems to me a remarkable exercise in research and analysis.

While in a sense it's still an hypothesis, the evidence you pull together of progressive harmonisation of various ratios does seem too consistent to be coincidental.

I confess it runs counter to my long-held perceptions (biases?🤔) of widespread fecklessness amongst western central banks, but you've persuaded me to be a bit more open-minded about where things might be headed.

Thanks, and congratulations on some fine work.

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