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Gold is roaring because the US has stopped pretending. The polite version is “strong dollar policy.” The real version is: we will accept and even welcome, a softer dollar to win the trade war and rebuild American industry Gold Made an ATH at $5,500+ and the dollar keeps sliding....

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Macro Liquidity by Sunil Reddy

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143,727 次观看 • 7 个月前 •via X (Twitter)

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For years the prediction was the same. The dollar is about to collapse. It keeps not happening. Here is the piece most people miss. Dollar strain and record stock markets are not a contradiction. They are two different things. The strain is real. But so is this. Global capital keeps flowing into US assets, because out of the whole world, this is where the growth and the liquidity are. And to buy US assets, you need US dollars. So the flows themselves put a bid under the dollar. Money comes in, it has to become dollars first, and that keeps the dollar strong against everything else. That is why the dollar has not fallen to its death, no matter how many times it was called. The demand for dollars is not sentiment. It is built into the act of buying America.
8:47

For years the prediction was the same. The dollar is about to collapse. It keeps not happening. Here is the piece most people miss. Dollar strain and record stock markets are not a contradiction. They are two different things. The strain is real. But so is this. Global capital keeps flowing into US assets, because out of the whole world, this is where the growth and the liquidity are. And to buy US assets, you need US dollars. So the flows themselves put a bid under the dollar. Money comes in, it has to become dollars first, and that keeps the dollar strong against everything else. That is why the dollar has not fallen to its death, no matter how many times it was called. The demand for dollars is not sentiment. It is built into the act of buying America.

Jeffrey P. Snider

22,132 次观看 • 1 个月前

ICYMI, US🇺🇸 Treasury Secretary Scott Bessent: "Dollar dominance is essential…if you look at the new Venezuela...the dollar is going to be the centerpiece of their trade... We're seeing in the Iranian negotiations, the Iranians will be invoicing in dollars. Everything we are doing is pushing the dollar back...we're reinforcing it." The only thing the US has to reinforce dollar dominance is bullying and dropping bombs, which ironically destroys dollar dominance in the long-term. Every bomb the US drops is a message to the rest of the world to move away from the US dollar and this mafia system, not towards it.
1:29

ICYMI, US🇺🇸 Treasury Secretary Scott Bessent: "Dollar dominance is essential…if you look at the new Venezuela...the dollar is going to be the centerpiece of their trade... We're seeing in the Iranian negotiations, the Iranians will be invoicing in dollars. Everything we are doing is pushing the dollar back...we're reinforcing it." The only thing the US has to reinforce dollar dominance is bullying and dropping bombs, which ironically destroys dollar dominance in the long-term. Every bomb the US drops is a message to the rest of the world to move away from the US dollar and this mafia system, not towards it.

Going Underground

23,861 次观看 • 1 个月前

🚨Peter Schiff: China🇨🇳 is silently dumping the dollar, a US🇺🇸 dollar crisis is coming soon! ‘China is gradually weaning themselves off of the dollar. That’s why, if you look at their holdings of US Treasuries, they’ve actually gone down a bit over the years. If you look at all the new Treasuries we’ve issued over the years, the fact that the Chinese haven’t bought any of them is a big deal because they used to be a main buyer of these assets. Instead of buying more Treasuries, they’ve bought more gold. So if you look at US dollar debt as a percentage of all the reserves the Chinese own, Treasuries are a much smaller percentage of their total reserves than they once were, especially if you consider the appreciation of gold. I would guess the reason they’re not moving more dramatically is because they probably don’t want to cause a crash, the dollar to implode, the Treasury market to implode, because they are trying to sell and want to get a decent price. So I think they’re happy to slowly bleed it off to try to get that good price. They just have to worry about the impact on the dollar, because if they try to dump too many dollars at once, the dollar could go down, and especially if a lot of other countries see that and want to get out. There could be a run on the dollar. If all the holders decide they want to get out, they don’t want to be the last one holding the dollar, and so it becomes a rush, and we could be in a US dollar crisis relatively soon anyway… I think we’re heading for a real crisis in the US, and I think countries that are smart would be trying to get ahead of that by selling whatever they can, as quietly as they can, out of US dollars and any US dollar-denominated debt.’ -Peter Schiff on Going Underground
3:31

🚨Peter Schiff: China🇨🇳 is silently dumping the dollar, a US🇺🇸 dollar crisis is coming soon! ‘China is gradually weaning themselves off of the dollar. That’s why, if you look at their holdings of US Treasuries, they’ve actually gone down a bit over the years. If you look at all the new Treasuries we’ve issued over the years, the fact that the Chinese haven’t bought any of them is a big deal because they used to be a main buyer of these assets. Instead of buying more Treasuries, they’ve bought more gold. So if you look at US dollar debt as a percentage of all the reserves the Chinese own, Treasuries are a much smaller percentage of their total reserves than they once were, especially if you consider the appreciation of gold. I would guess the reason they’re not moving more dramatically is because they probably don’t want to cause a crash, the dollar to implode, the Treasury market to implode, because they are trying to sell and want to get a decent price. So I think they’re happy to slowly bleed it off to try to get that good price. They just have to worry about the impact on the dollar, because if they try to dump too many dollars at once, the dollar could go down, and especially if a lot of other countries see that and want to get out. There could be a run on the dollar. If all the holders decide they want to get out, they don’t want to be the last one holding the dollar, and so it becomes a rush, and we could be in a US dollar crisis relatively soon anyway… I think we’re heading for a real crisis in the US, and I think countries that are smart would be trying to get ahead of that by selling whatever they can, as quietly as they can, out of US dollars and any US dollar-denominated debt.’ -Peter Schiff on Going Underground

Afshin Rattansi

107,856 次观看 • 7 个月前

Most people read the dollar exactly backwards. A rising dollar looks like strength. Strong America, good economy, the Fed doing its job. A falling dollar looks like weakness. Inflation, debasement, the end of dollar dominance. It is the other way around. A rising dollar usually means global funding is tightening. The world is short of dollars and scrambling to find them. That is not strength. That is stress. Think of a hurricane coming and everyone rushing to buy bottled water. The price spikes. That does not mean the water got stronger. It means people are scared and desperate. The dollar works the same way. When it surges against everything at once, it is telling you dollars are getting scarce, not that America is winning. That is why the dollar spikes in crises. The 1997 Asian crisis. 2008. The 2015 emerging market squeeze. March 2020. The 2024 carry trade blow up. The pattern is not random. None of this is really about the Fed or money printing. The dollar's exchange value is mechanical. It runs on the eurodollar system, the offshore dollar funding made of bank balance sheets, collateral, repo, and swaps. The biggest driver is dealer balance sheets. When dealers expand, dollars flow and the world feels calm. When they pull back, dollars get scarce and the dollar climbs. And this is the part everyone gets wrong. When foreign central banks sell US treasuries, the headlines scream that they are dumping America. They are not. They are using their reserves exactly as designed. When their markets are short of dollars, they sell treasuries to supply them. Sell treasuries, the dollar goes up. That is stress, not rejection. Which is why the dollar doom story keeps failing. They said QE would destroy the dollar after 2008. They said the deficits would collapse it. It never happened, because the problem was never too many dollars. It was not enough usable ones in the right places. So when someone tells you a strong dollar means America is strong, be careful. The strongest looking dollar is often the biggest warning sign. And a falling dollar is usually just the storm passing.
21:12

Most people read the dollar exactly backwards. A rising dollar looks like strength. Strong America, good economy, the Fed doing its job. A falling dollar looks like weakness. Inflation, debasement, the end of dollar dominance. It is the other way around. A rising dollar usually means global funding is tightening. The world is short of dollars and scrambling to find them. That is not strength. That is stress. Think of a hurricane coming and everyone rushing to buy bottled water. The price spikes. That does not mean the water got stronger. It means people are scared and desperate. The dollar works the same way. When it surges against everything at once, it is telling you dollars are getting scarce, not that America is winning. That is why the dollar spikes in crises. The 1997 Asian crisis. 2008. The 2015 emerging market squeeze. March 2020. The 2024 carry trade blow up. The pattern is not random. None of this is really about the Fed or money printing. The dollar's exchange value is mechanical. It runs on the eurodollar system, the offshore dollar funding made of bank balance sheets, collateral, repo, and swaps. The biggest driver is dealer balance sheets. When dealers expand, dollars flow and the world feels calm. When they pull back, dollars get scarce and the dollar climbs. And this is the part everyone gets wrong. When foreign central banks sell US treasuries, the headlines scream that they are dumping America. They are not. They are using their reserves exactly as designed. When their markets are short of dollars, they sell treasuries to supply them. Sell treasuries, the dollar goes up. That is stress, not rejection. Which is why the dollar doom story keeps failing. They said QE would destroy the dollar after 2008. They said the deficits would collapse it. It never happened, because the problem was never too many dollars. It was not enough usable ones in the right places. So when someone tells you a strong dollar means America is strong, be careful. The strongest looking dollar is often the biggest warning sign. And a falling dollar is usually just the storm passing.

Jeffrey P. Snider

103,944 次观看 • 2 个月前

Former BlackRock fund manager Ed Dowd on the death of the dollar 💵☠️ "we're in a stealth bull market in the dollar... [but] the bad news is there's a new monetary system coming" "I've always been of the opinion the dollar is going to fail up... Then they reset stuff" "The dollar system is designed for constant credit creation... [and] put simply more credit creation, lower dollar, less credit creation, higher dollar" "so de-dollarization is actually bullish for the dollar in the short term because... there's always people scrambling for dollar liquidity" "if the dollar goes up too fast, too quick, it squeezes other nations and causes serious economic pain" "The dollar is very much a financial weapon and it is used as such" "So the good news is I don't think the dollar is going away anytime soon. The bad news is there's a new monetary system coming" "I don't know when, but it's going to involve gold because the signal is going to involve gold because central banks are acquiring gold...[and] commercial banks are acquiring gold because they made it a tier-one capital again, which is essentially the ability to create money from your gold" "So I'm bullish the dollar long term until I see the charts break. And they haven't broken yet" "that's why when people ask me, What should I be doing with the stock market?, I go, Take some of your money and put it in the cash— They go, but inflation's killing me. Well, inflation may be killing you, but if the stock market deflates 50%, your cash is... a lot better" Shannon Joy Edward Dowd
2:22

Former BlackRock fund manager Ed Dowd on the death of the dollar 💵☠️ "we're in a stealth bull market in the dollar... [but] the bad news is there's a new monetary system coming" "I've always been of the opinion the dollar is going to fail up... Then they reset stuff" "The dollar system is designed for constant credit creation... [and] put simply more credit creation, lower dollar, less credit creation, higher dollar" "so de-dollarization is actually bullish for the dollar in the short term because... there's always people scrambling for dollar liquidity" "if the dollar goes up too fast, too quick, it squeezes other nations and causes serious economic pain" "The dollar is very much a financial weapon and it is used as such" "So the good news is I don't think the dollar is going away anytime soon. The bad news is there's a new monetary system coming" "I don't know when, but it's going to involve gold because the signal is going to involve gold because central banks are acquiring gold...[and] commercial banks are acquiring gold because they made it a tier-one capital again, which is essentially the ability to create money from your gold" "So I'm bullish the dollar long term until I see the charts break. And they haven't broken yet" "that's why when people ask me, What should I be doing with the stock market?, I go, Take some of your money and put it in the cash— They go, but inflation's killing me. Well, inflation may be killing you, but if the stock market deflates 50%, your cash is... a lot better" Shannon Joy Edward Dowd

Sense Receptor

109,227 次观看 • 2 个月前

The US dollar fractal I posted a year ago is playing out almost identically as the US dollar continues to fall. And now the Fed just did a rate check with major banks, as they prepare to sell dollars and buy yen. Dollar will get even weaker. Meanwhile, Trump is publicly calling for lower rates. $2,000 stimulus checks are being floated. The balance sheet is finally expanding after years of QT... These are not the ingredients for a crypto bear market as crypto assets sit oversold, in my opinion.
14:23

The US dollar fractal I posted a year ago is playing out almost identically as the US dollar continues to fall. And now the Fed just did a rate check with major banks, as they prepare to sell dollars and buy yen. Dollar will get even weaker. Meanwhile, Trump is publicly calling for lower rates. $2,000 stimulus checks are being floated. The balance sheet is finally expanding after years of QT... These are not the ingredients for a crypto bear market as crypto assets sit oversold, in my opinion.

Dan Gambardello

35,642 次观看 • 7 个月前

🇷🇺 Russian President Vladimir Putin: “You said that the dollar was used as a weapon. It is true, and we see that. I think it is a great mistake by those who do it. Since the use of the dollar, which is still the most important tool in global finance, as a political tool undermines trust in this currency, thereby reducing its capabilities. We are not the ones who do that. It’s others. We are not rejecting the dollar or fighting against it. But if they don’t let us work with it, what else should we do? We should seek other alternatives, and this is exactly what we do.”
0:43

🇷🇺 Russian President Vladimir Putin: “You said that the dollar was used as a weapon. It is true, and we see that. I think it is a great mistake by those who do it. Since the use of the dollar, which is still the most important tool in global finance, as a political tool undermines trust in this currency, thereby reducing its capabilities. We are not the ones who do that. It’s others. We are not rejecting the dollar or fighting against it. But if they don’t let us work with it, what else should we do? We should seek other alternatives, and this is exactly what we do.”

Going Underground

89,549 次观看 • 1 个月前

📉THE GLOBALISTS DESIGNED THE IRAN WAR TO SINK THE WORLD ECONOMY & KILL THE US DOLLAR! ➤ECONOMIC EARTHQUAKE: "Prices Are Going Up Faster Than The Economy Is Growing- We Are In Stagflation NOW!" Renowned Market Expert Kirk Elliott Warns That The Global Economy Isn't Headed Toward Stagflation- IT'S ALREADY THERE! ➤PLUS, Dr. Elliott Reveals Central Banks & Communist China Are Stockpiling Gold To Prepare For A Future Without The US Dollar Where Digital Payments Can Be Made In Anything BUT The Dollar! "China Has 30K Tons Of Gold, And They're Saying We Want Gold As Collateral- Not The US Dollar! This Is The Time To Allocate Into This Trend That Is A Paradigm Shifting Moment For The World!" ➤FINALLY, Just As Kirk Elliott & Alex Jones Reported Months Ago, Project mBridge- A Multiple CBDC Platform That Facilitates Digital Settlements Between Countries- Is Part Of The Globalists' Plan To Create A New Economic System: "This Is The Reset They Need, This Could Kill The Dollar, Positioning Us For Collapse With The Globalists Dictating The Terms Of Our Surrender & Putting The World In Total Debt Under Their CBDC Control- Literally Mark Of The Beast!" THIS IS A MUST-WATCH/SHARE FULL INTERVIEW! Alex Jones Network KEPM 🔴WATCH/SHARE ALEX JONES LIVE NOW:
27:28

📉THE GLOBALISTS DESIGNED THE IRAN WAR TO SINK THE WORLD ECONOMY & KILL THE US DOLLAR! ➤ECONOMIC EARTHQUAKE: "Prices Are Going Up Faster Than The Economy Is Growing- We Are In Stagflation NOW!" Renowned Market Expert Kirk Elliott Warns That The Global Economy Isn't Headed Toward Stagflation- IT'S ALREADY THERE! ➤PLUS, Dr. Elliott Reveals Central Banks & Communist China Are Stockpiling Gold To Prepare For A Future Without The US Dollar Where Digital Payments Can Be Made In Anything BUT The Dollar! "China Has 30K Tons Of Gold, And They're Saying We Want Gold As Collateral- Not The US Dollar! This Is The Time To Allocate Into This Trend That Is A Paradigm Shifting Moment For The World!" ➤FINALLY, Just As Kirk Elliott & Alex Jones Reported Months Ago, Project mBridge- A Multiple CBDC Platform That Facilitates Digital Settlements Between Countries- Is Part Of The Globalists' Plan To Create A New Economic System: "This Is The Reset They Need, This Could Kill The Dollar, Positioning Us For Collapse With The Globalists Dictating The Terms Of Our Surrender & Putting The World In Total Debt Under Their CBDC Control- Literally Mark Of The Beast!" THIS IS A MUST-WATCH/SHARE FULL INTERVIEW! Alex Jones Network KEPM 🔴WATCH/SHARE ALEX JONES LIVE NOW:

Alex Jones

80,300 次观看 • 1 个月前

🚨NEW: Adam Curry nicely breaks down how Stablecoins work, Tether, and the likely future of the US Digital Dollar system. (Worth a watch if you don't know about this subject) "A stablecoin is a digital dollar thats pegged to the dollar so it's always a dollar. It's already being used all over the internet and the world. The only reason it's worth a dollar is because the stablecoin company that creates it has debt and paper to back it up. They buy America's debt, they buy treasury bonds or T-bills that pay a dividend that gives interest, and for each dollar they've bought in treasury they can create stablecoins. If you look at the company Tether they've bought more of the US debt than most countries. They have $160B worth of US debt. For each of those dollars they have a stablecoin. There's like 50 people in the company. They have $160B at 4% interest annually, they're making BANK just for holding this debt. I think that President Trump is very smart in seeing that we can flood the world with our stablecoin and we get a 2-for-1. We create a dollar of debt and we create another dollar that can be used all over the world as a reserve currency and that should result in some new monetary system that we need to come up with to have our dollar valued properly but also still remain the reserve currency and remain a strong export country. We don't make anything that we sell abroad, we can't all serve each other burgers and fries -- we have to build something. All of that went overseas. There's something big coming, and it has to happen. Trump is a meta guy. He's going to re-finance the country. It'll be digital and he Bitcoiners don't like this because they want Bitcoin to be the one currency that everyone uses but its now more like a digital gold that's much easier to move around. It's useful but it isn't money or currency the way it was originally intended -- but it is still very important and will be part of the US' strategic reserve. It looks to me like Stablecoins and Tether in particular will be the future of the US dollar payments. A lot of people on the right are afraid of being controlled on a grid because you can stop stablecoins -- but it seems there's no way of getting around some form of a digital dollar. I still like Bitcoin as a backup to protect from that control." Great breakdown Adam Curry - curryirc.com
4:51

🚨NEW: Adam Curry nicely breaks down how Stablecoins work, Tether, and the likely future of the US Digital Dollar system. (Worth a watch if you don't know about this subject) "A stablecoin is a digital dollar thats pegged to the dollar so it's always a dollar. It's already being used all over the internet and the world. The only reason it's worth a dollar is because the stablecoin company that creates it has debt and paper to back it up. They buy America's debt, they buy treasury bonds or T-bills that pay a dividend that gives interest, and for each dollar they've bought in treasury they can create stablecoins. If you look at the company Tether they've bought more of the US debt than most countries. They have $160B worth of US debt. For each of those dollars they have a stablecoin. There's like 50 people in the company. They have $160B at 4% interest annually, they're making BANK just for holding this debt. I think that President Trump is very smart in seeing that we can flood the world with our stablecoin and we get a 2-for-1. We create a dollar of debt and we create another dollar that can be used all over the world as a reserve currency and that should result in some new monetary system that we need to come up with to have our dollar valued properly but also still remain the reserve currency and remain a strong export country. We don't make anything that we sell abroad, we can't all serve each other burgers and fries -- we have to build something. All of that went overseas. There's something big coming, and it has to happen. Trump is a meta guy. He's going to re-finance the country. It'll be digital and he Bitcoiners don't like this because they want Bitcoin to be the one currency that everyone uses but its now more like a digital gold that's much easier to move around. It's useful but it isn't money or currency the way it was originally intended -- but it is still very important and will be part of the US' strategic reserve. It looks to me like Stablecoins and Tether in particular will be the future of the US dollar payments. A lot of people on the right are afraid of being controlled on a grid because you can stop stablecoins -- but it seems there's no way of getting around some form of a digital dollar. I still like Bitcoin as a backup to protect from that control." Great breakdown Adam Curry - curryirc.com

Autism Capital 🧩

365,662 次观看 • 1 年前

Now officially a trade war! "Trade talks between the US and Canada have broken down and punishing new 50% tariffs are now in effect on billions of dollars of Canadian goods." "Canada's prime minister issuing a statement tonight saying he is planning to retaliate, fighting the tariffs dollar for dollar." And just this hour, we heard from Ontario Premier Doug Ford, who has been quieter in the past couple of days, saying that he strongly supports that move." Doug Ford Mark Carney
0:32

Now officially a trade war! "Trade talks between the US and Canada have broken down and punishing new 50% tariffs are now in effect on billions of dollars of Canadian goods." "Canada's prime minister issuing a statement tonight saying he is planning to retaliate, fighting the tariffs dollar for dollar." And just this hour, we heard from Ontario Premier Doug Ford, who has been quieter in the past couple of days, saying that he strongly supports that move." Doug Ford Mark Carney

cbcwatcher

21,386 次观看 • 22 天前

Trump, the Dollar and China: What to watch for in 2025 Trump wants to boost exports, bring back American jobs from overseas and reduce the trade deficit. To achieve this he needs a weaker dollar. Trump also wants a strong dollar and will not brook any challenges to its near monopoly of international payments. Can he possibly have both? Trump’s Problem No.1: His announced tariffs will most likely boost the dollar as a result of increased uncertainty globally. Even if he slaps large tariffs on imports, the increase in the dollar’s value will eliminate the downward pressures on imports and the US trade deficit. Trump’s Problem No.2: His announced large tax cuts for the rich will boost the influx of foreign capital into the US, further boosting the dollar and the gap between domestic savings & investment, which is the root cause of the US trade deficit. Trump’s Problem No. 3: The near monopoly of the US dollar over international transactions is what ensures the paradox that, whenever things go bad in the US economy, the dollar rises. If Trump were serious about the US trade deficit, and his stated objective of wanting to push the dollar down to make US exports more attractive, he should want to end the dollar’s global dominance. But that would spell the end of the United States as a global hegemon – something Trump does not want to see happen on his watch. Perhaps what might work for Trump would be something similar to what Ronald Reagan did to Japan in the so-called 1985 Plaza Accords: he gave them the ultimatumn “appreciate your currency massively or face massive tariffs on your exports”. Can Trump do the same to China? China is no Japan – it will not roll over that easily. Talking of China, Beijing also faces a great dilemma in 2025 and beyond: · To stay put and play for time until the US internal contradictions play out? · Or to turn the BRICS into a Bretton-Woods-like system, with the yuan at its heart? Beijing has not made up its mind. In the next year, or years, we shall know the answers. Till then, be well.
7:22

Trump, the Dollar and China: What to watch for in 2025 Trump wants to boost exports, bring back American jobs from overseas and reduce the trade deficit. To achieve this he needs a weaker dollar. Trump also wants a strong dollar and will not brook any challenges to its near monopoly of international payments. Can he possibly have both? Trump’s Problem No.1: His announced tariffs will most likely boost the dollar as a result of increased uncertainty globally. Even if he slaps large tariffs on imports, the increase in the dollar’s value will eliminate the downward pressures on imports and the US trade deficit. Trump’s Problem No.2: His announced large tax cuts for the rich will boost the influx of foreign capital into the US, further boosting the dollar and the gap between domestic savings & investment, which is the root cause of the US trade deficit. Trump’s Problem No. 3: The near monopoly of the US dollar over international transactions is what ensures the paradox that, whenever things go bad in the US economy, the dollar rises. If Trump were serious about the US trade deficit, and his stated objective of wanting to push the dollar down to make US exports more attractive, he should want to end the dollar’s global dominance. But that would spell the end of the United States as a global hegemon – something Trump does not want to see happen on his watch. Perhaps what might work for Trump would be something similar to what Ronald Reagan did to Japan in the so-called 1985 Plaza Accords: he gave them the ultimatumn “appreciate your currency massively or face massive tariffs on your exports”. Can Trump do the same to China? China is no Japan – it will not roll over that easily. Talking of China, Beijing also faces a great dilemma in 2025 and beyond: · To stay put and play for time until the US internal contradictions play out? · Or to turn the BRICS into a Bretton-Woods-like system, with the yuan at its heart? Beijing has not made up its mind. In the next year, or years, we shall know the answers. Till then, be well.

Yanis Varoufakis

269,255 次观看 • 1 年前

🚨 BREAKING: ECONOMIC SHOCK WARNING Economist Peter Schiff just delivered a stark warning that’s exploding on X — and his words couldn’t be clearer: “The dollar is going to collapse. The dollar is going to be replaced by gold.” Schiff says central banks are buying gold, dumping dollars, and reducing U.S. Treasuries — a signal, he argues, that confidence in the dollar is breaking. His blunt assessment: “We are headed for an economic crisis that will make the 2008 financial crisis look like a Sunday school picnic.” And the most chilling line: “This one is all in America.” Not a global crisis exported abroad — an American financial crisis at home. Whether you agree or not, these are his words, and the warning is unmistakable.
0:33

🚨 BREAKING: ECONOMIC SHOCK WARNING Economist Peter Schiff just delivered a stark warning that’s exploding on X — and his words couldn’t be clearer: “The dollar is going to collapse. The dollar is going to be replaced by gold.” Schiff says central banks are buying gold, dumping dollars, and reducing U.S. Treasuries — a signal, he argues, that confidence in the dollar is breaking. His blunt assessment: “We are headed for an economic crisis that will make the 2008 financial crisis look like a Sunday school picnic.” And the most chilling line: “This one is all in America.” Not a global crisis exported abroad — an American financial crisis at home. Whether you agree or not, these are his words, and the warning is unmistakable.

Jim Ferguson

99,163 次观看 • 7 个月前

When people talk about the dollar, they mean DXY. The main index everyone follows. But you should never follow just one. DXY is useful, and it correlates strongly with the big mechanical flows. That is how powerful these relationships are. It is also limited. The problem is it is heavily weighted to the euro. So if the euro moves a lot, DXY can make the dollar look dramatic even when the real picture is more complicated. Sometimes DXY looks calm while emerging market currencies are under heavy pressure. Sometimes the euro masks stress somewhere else. Sometimes the dollar is rising hard against Asian currencies before the index even catches up. To actually read dollar conditions, you look across currencies. You watch reserve sales, FX interventions, repo markets, and cross-currency basis swaps. You watch Treasury collateral and volatility. The dollar's exchange value is not a clean number. It is a symptom of global balance sheet dynamics. That said, DXY does line up with one thing. Foreign governments selling their reserves. When officials overseas dump their Treasury holdings, it is not because they hate America or are fleeing the dollar for the next scheme the doomers are selling. They are doing it because dollars are getting harder to find. The big Eurodollar bank dealers are pulling back their balance sheets, and dollars are drying up. Think of Treasuries as bottled water. The storm is coming, the water is getting expensive, so foreign authorities reach into their stockpile. But to use it, they have to sell it. And when they sell, watch what even imperfect DXY does. It goes up. So there it is. A dollar shortage forces reserve sales, and reserve sales push the dollar's value higher. A rising dollar is not strength. It is the shortage showing up in the one number everyone watches.
2:16

When people talk about the dollar, they mean DXY. The main index everyone follows. But you should never follow just one. DXY is useful, and it correlates strongly with the big mechanical flows. That is how powerful these relationships are. It is also limited. The problem is it is heavily weighted to the euro. So if the euro moves a lot, DXY can make the dollar look dramatic even when the real picture is more complicated. Sometimes DXY looks calm while emerging market currencies are under heavy pressure. Sometimes the euro masks stress somewhere else. Sometimes the dollar is rising hard against Asian currencies before the index even catches up. To actually read dollar conditions, you look across currencies. You watch reserve sales, FX interventions, repo markets, and cross-currency basis swaps. You watch Treasury collateral and volatility. The dollar's exchange value is not a clean number. It is a symptom of global balance sheet dynamics. That said, DXY does line up with one thing. Foreign governments selling their reserves. When officials overseas dump their Treasury holdings, it is not because they hate America or are fleeing the dollar for the next scheme the doomers are selling. They are doing it because dollars are getting harder to find. The big Eurodollar bank dealers are pulling back their balance sheets, and dollars are drying up. Think of Treasuries as bottled water. The storm is coming, the water is getting expensive, so foreign authorities reach into their stockpile. But to use it, they have to sell it. And when they sell, watch what even imperfect DXY does. It goes up. So there it is. A dollar shortage forces reserve sales, and reserve sales push the dollar's value higher. A rising dollar is not strength. It is the shortage showing up in the one number everyone watches.

Jeffrey P. Snider

13,192 次观看 • 2 个月前

Economist Richard Wolff: "We are living in a completely different world than we once were. The empire is declining. We are not strong, we are weak. We no longer produce the bulk of the world's output, nor do we control the bulk of global trade. The US dollar, which dominated the global monetary system throughout the 1950s, 1960s and 1970s, no longer holds the same position. Central banks around the world once held dollars as the primary backing for their own currencies because the dollar was considered as good as gold. That is no longer the case. The dollar's share of global foreign exchange reserves has fallen from around 70 to 80% to roughly 40%."
0:56

Economist Richard Wolff: "We are living in a completely different world than we once were. The empire is declining. We are not strong, we are weak. We no longer produce the bulk of the world's output, nor do we control the bulk of global trade. The US dollar, which dominated the global monetary system throughout the 1950s, 1960s and 1970s, no longer holds the same position. Central banks around the world once held dollars as the primary backing for their own currencies because the dollar was considered as good as gold. That is no longer the case. The dollar's share of global foreign exchange reserves has fallen from around 70 to 80% to roughly 40%."

Going Underground

17,097 次观看 • 1 个月前

"IVAN WILL THE DOLLAR HYPERINFLATE?! HOW TO PROTECT AGAINST IMMINENT HYPERINFLATION?" 1. New traders always make the classic mistake 2. They become worried about hyperinflation 3. Unfortunately they normally do it at pico tops in Gold, Silver and Bitcoin 4. That is when the media speaks about hyperinflation, you think that gold or silver or Bitcoin will replace the dollar TOMORROW, you buy and instead of losing 3-5% normal dollar inflation per year you lose 50% in silver in just a few months.... The inflation risk is real, hyperinflation CAN happen, in the video below I explain how to manage this risk properly and how I do it:
2:26

"IVAN WILL THE DOLLAR HYPERINFLATE?! HOW TO PROTECT AGAINST IMMINENT HYPERINFLATION?" 1. New traders always make the classic mistake 2. They become worried about hyperinflation 3. Unfortunately they normally do it at pico tops in Gold, Silver and Bitcoin 4. That is when the media speaks about hyperinflation, you think that gold or silver or Bitcoin will replace the dollar TOMORROW, you buy and instead of losing 3-5% normal dollar inflation per year you lose 50% in silver in just a few months.... The inflation risk is real, hyperinflation CAN happen, in the video below I explain how to manage this risk properly and how I do it:

Ivan on Tech 🍳📈💰 Head Trader @ Bullmania

25,783 次观看 • 5 个月前