On Bitcoin, booby traps for Biden and too-bullish sentiment?
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Today's slide deck: https://bit.ly/3lFTPzW - Today we look at a recent massive jump in bullish sentiment in the US and whether this is a contrarian signal, thoughts on why Bitcoin is rising so aggressively, the weak US dollar, big moves in 'beans and coffee, spiking container rates and the string of booby traps Trump is trying to lay ahead of a Biden presidency. Today with Ole Hansen on commodities and John J. Hardy hosting and on FX.
