(Any views expressed in the below are the personal views of the author and should not form the basis for making investment decisions, nor be construed as a recommendation or advice to engage in investment transactions.)
What you mention about Chinese car exports to Mexico made a huge click in my limited macro-knowledge. I live in Monterrey, N.L., Mexico, and more and more Chinese dealerships are appearing on the main avenues, and much faster than the Hyundai-KIA sisters.
Thank you Arthur! It's a bit boring about the Yen and CNY. Please write about Crypto and Trump and Bitcoin and Ordinals and Runes and how Bitcoin and ETH ETFs will save the USA maybe😆 and the potential scenario of a BRICS Stablecoin backed by Gold and other assets.
You break my brain, every post.
It's good. I just go to the dog park looking like I've been hit by a coconut.
What you mention about Chinese car exports to Mexico made a huge click in my limited macro-knowledge. I live in Monterrey, N.L., Mexico, and more and more Chinese dealerships are appearing on the main avenues, and much faster than the Hyundai-KIA sisters.
Very good reading.
Cheers!
Wow! 💥
Great analysis. I look forward to your continuing perspective.
In theory CB can stomach infinite MtM losses if they hold it until maturity in their books
I knew a Yen essay was coming when Bad Gurl Yellen made stern comments about BOJs yen intervention.
Thank you Arthur! It's a bit boring about the Yen and CNY. Please write about Crypto and Trump and Bitcoin and Ordinals and Runes and how Bitcoin and ETH ETFs will save the USA maybe😆 and the potential scenario of a BRICS Stablecoin backed by Gold and other assets.
You are so good, thank you!
"Kyle Davis". I presume you mean Davies. 😀
oh god, selling all my JPY tomorrow
I need to dig up my red staples "that was easy" button... Nice job as always Mr Hayes!
I don't understand shit from these articles but I still read them for the paragraph where Bitcoin goes to a milion
thanks
Generated a chart to track JPY/$ and Swaps
https://crons.catenacap.xyz/catenacap_macro/fiat_observe/jjb_dollar_swaps.php (embedable)
Multi- https://ai.catenacap.xyz/?page_id=18617
Brilliant as always. Thanks Arthur!!
Flawless! The Maestro strikes again✨