Sublime
An inspiration engine for ideas
Is a U.S. Recession Still in the Cards? Jared Dillian, author of The Daily Dirtnap newsletter, joined Ash Bennington to discuss why he’s long on gold and foreign equities, and shares some diversification strategies for investors to consider ahead of what he believes is an “inevitable U.S. recession.” All members can watch or get the full AI notes f... See more
Recession Risk, Trump Says “Buy,” and the Everything Code
Though Peter Turchin is working on it. See his monograph War and Peace and War. Then look at Ray Dalio’s Principles for a Changing World Order, Strauss and Howe’s The Fourth
Balaji Srinivasan • The Network State: How To Start a New Country
Santiago Capital
@SantiagoAuFund
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2h
Coming up on the 2 year anniversary of this one...
Santiago Capital
@SantiagoAuFund
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Jul 10, 2023
To clarify my skepticism of the “proposed” BRICS currency. It’s not bc of the gold component. It’s bc of the Gov component. Gold is going to go to $5k. Probably higher. But it will be bc Govs do something stupid and fail.... See more
@SantiagoAuFund
·
2h
Coming up on the 2 year anniversary of this one...
Santiago Capital
@SantiagoAuFund
·
Jul 10, 2023
To clarify my skepticism of the “proposed” BRICS currency. It’s not bc of the gold component. It’s bc of the Gov component. Gold is going to go to $5k. Probably higher. But it will be bc Govs do something stupid and fail.... See more
x.com • Home / X - https://x.com/home
Source: Bloomberg.com
Bloomberg - Are you a robot?
“Yes,” Mr. X replied. “In fact, the trends are playing out far more quickly than even you thought possible. The pace at which the USD-centric global monetary system is breaking down is accelerating dramatically.”
Luke Gromen • The Mr. X Interviews
When the creation of money sufficiently hurts the actual and prospective returns of cash and debt assets, it drives flows out of those assets and into inflation-hedge assets like gold, commodities, inflation-indexed bonds, and other currencies (including
