Totem_Macro_2022

Tiny Worlds: A Manifesto for Sovereign Creators—Attract, Build & Curate an Audience of True Fans
andrechaperon.comandrechaperon.com
Principles for Dealing with the Changing World Order: Why Nations Succeed and Fail
amazon.com
The goal?
A weaker dollar to unlock a global liquidity boom.
Weaker dollar =
• Cheaper debt
• Higher risk appetite
• Surging EMs
• Rising crypto
• Exploding asset prices
It’s the start of a reflexive loop.
It’s a controlled global reset.
A weaker dollar to unlock a global liquidity boom.
Weaker dollar =
• Cheaper debt
• Higher risk appetite
• Surging EMs
• Rising crypto
• Exploding asset prices
It’s the start of a reflexive loop.
It’s a controlled global reset.