📌 Want to learn why we need a weaker dollar?
Go to @RealVision and watch macro legends like @RaoulGMI @BittelJulien @AndreasSteno & @Jamie1Coutts discuss this in detail all the time.
My favorites?
1) Raoul Pal & Julien Bittel's latest update... See more
Paul Guerrax.com📌 Want to learn why we need a weaker dollar? Go to @RealVision and watch macro legends like @RaoulGMI @BittelJulien @AndreasSteno & @Jamie1Coutts discuss this in detail all the time. My favorites? 1) Raoul Pal & Julien Bittel's latest update https://t.co/is3sdx4ToD 2) An
Why Trump Wants to Devalue the Dollar
m.youtube.com
Great report from Richard Bernstein on re-shoring, on-shoring...
"Investors should shift their priorities from sexy, technology laden themes that seem to be a dime-a-dozen to themes based on real productive assets and the rebuilding of the American capital stock." https://t.co/2SHjHBJlLv
You don’t have to support this action or like it, but if you work in markets you should *pay attention* to it.
Economic statecraft joins up with the political and economic variants in a unified Grand Macro Strategy.
Michael Everyx.com