đź“Ś 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
đź“Ś 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
The Yuan is intentionally weakened to encourage growth. This will usually come with other growth measures that involve credit expansion, fixed asset investment and thus commodity consumption. The US Dollar, as a free-floating currency, doesn’t have the luxury of being managed against a broader national goal.
Interestingly, it’s the lack of an open c
... See morePeter Farac • A New Commodity Bull Market Must Come With a Weak US Dollar
This will create an obvious dilemma for most Western governments. They will face sharp drops in revenue from taxation and the virtual elimination of leverage in the monetary system. At the same time, they will retain the unfunded liabilities and inflated expectations for social spending inherited from the industrial era. The result to be expected i
... See moreJames Dale Davidson, Lord William Rees-Mogg • The Sovereign Individual: Mastering the Transition to the Information Age
Miran’s thesis:
The dollar is too strong — and it’s killing American competitiveness.
Why?
• Global demand for short-term U.S. debt
• Reserve currency distortion
• Weaponized dollar system
• Hollowed-out industry
Solution? Reset the game.
The dollar is too strong — and it’s killing American competitiveness.
Why?
• Global demand for short-term U.S. debt
• Reserve currency distortion
• Weaponized dollar system
• Hollowed-out industry
Solution? Reset the game.
Paul Guerra • Tweet
Jonnie King
@JonnieKing
CHINA’S FIZZLE, INDIA’S SIZZLE AND THE GREAT AMERICAN COMEBACK KID
CHINA CHINA CHINA — everyone’s favorite boogeyman
This trade war’s hotter than a Sichuan hotpot
China’s house of cards looming the threat to dump US Treasuries, India’s gunning to steal China’s manufacturing crown (What happened to BRICS” UNITY” lol) and the U... See more
@JonnieKing
CHINA’S FIZZLE, INDIA’S SIZZLE AND THE GREAT AMERICAN COMEBACK KID
CHINA CHINA CHINA — everyone’s favorite boogeyman
This trade war’s hotter than a Sichuan hotpot
China’s house of cards looming the threat to dump US Treasuries, India’s gunning to steal China’s manufacturing crown (What happened to BRICS” UNITY” lol) and the U... See more
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'Fast Money' traders talk downward moves in the U.S. dollar and oil
m.youtube.comItem #1: Fiscal Deficits
U.S. fiscal deficits were huge in 2020 and 2021, but contracted in 2022 as most of the emergency programs dwindled.
However, by 2023, fiscal deficits began rising again , mainly due to increased interest expense. This is where fiscal dominance became rather sustained: the Fed’s interest rate hikes, which were meant to slow
... See more