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Bessent was hired to strengthen the dollar by doing the opposite of all the warning signs he saw in the British Pound.
Inflated housing markets, treasury yields, etc. all pointed to the big short that the Soros fund pulled off.
Bessent's obsession with the prices of homes and the interest ... See more
Derek.x.com
A User’s Guide to Restructuring the Global Trading System
The essay explores potential reforms to the global trading system, focusing on tariffs, currency policies, and their economic implications, particularly concerning American manufacturing, trade balances, and national security.
hudsonbaycapital.com
Geoeconomic Pressure
The study explores geoeconomic pressure, utilizing large language models to analyze firm responses to policies like tariffs and sanctions, highlighting the impact of both implemented actions and future threats on business behavior.
globalcapitalallocation.s3.us-east-2.amazonaws.comBESSENT: “Over the medium term, which is what we’re focused on, it’s a focus on Main Street. Wall Street’s done great, Wall Street can continue to do fine, but we have a focus on small business and consumers. We are going to rebalance the economy.”
Short-term pain is their plan. https://t.co/HKHCEiB9O7
Geiger Capitalx.comThe End of The Beginning
aitkenadvisors.com