10 Comments

Legendary article as always. Thanks, Arthur!

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outside of solid macro takes, AH knows that the intros are like catnip for the critical thinking thirst trap

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There is a chance that PAX Americana will invade Iran to mask the currency debasement. China and Russia and BRICS have been accumulating gold in the advent that this scenario unfolds. Additionally, the Syrian events of recent re-enforces my belief that a trap for the west is being splayed across the Middle East.

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Wonderful

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Thank you

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"Bessent can use to cajole each country to agree to devalue their domestic currency vs. the dollar"

Didn't Trump want to devalue the dollar? How does "devalue their domestic currency vs. the dollar" make sense in this context?

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Impressive and always a pleasure to read you as your point of view is deeply argumented and brings in a novel view. Thanks!

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What happens if BOJ decides to just say no to uncle sam?

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You might need to swap snowboarding for skiing.

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do not listen to this man

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