23 Comments

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.

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Great analysis. I look forward to your continuing perspective.

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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!

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Wow! 💥

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I knew a Yen essay was coming when Bad Gurl Yellen made stern comments about BOJs yen intervention.

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In theory CB can stomach infinite MtM losses if they hold it until maturity in their books

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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.

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You are so good, thank you!

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I need to dig up my red staples "that was easy" button... Nice job as always Mr Hayes!

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I don't understand shit from these articles but I still read them for the paragraph where Bitcoin goes to a milion

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"Kyle Davis". I presume you mean Davies. 😀

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oh god, selling all my JPY tomorrow

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thanks

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Brilliant as always. Thanks Arthur!!

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Flawless! The Maestro strikes again✨

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