I study the vix, geopolitics and currencies - trying to make sense of what is actually happening in the context of sound bites we get here or there from government.
Its hard to paint an actual picture from a single sound bite or news article.
But when you put them all together you paint a tapestry - some call it a masterpiece - others call it a dystopian hellscape.
For each point I will try to include a relevant news topic.
Lets begin.
The U.S. is not just struggling; it's in a death spiral.
Driven by hyperinflation & desperation, the government is making choices that solidify its descent into kleptocracy and civil breakdown.
Here’s the terrifying truth that is unfolding
Crypto: Not Innovation, But Capitulation.
The government, facing a worthless dollar, is now frantically trying to contain crypto by regulating it into the banking system.
This isn't forward-thinking; it's a desperate attempt to co-opt the flight from fiat before total loss of control.
Its an admission the dollar is no longer a store of value which is pretty damning for a government to turn against its own currency like this.
“We wouldn't want to be owning anything that we thought was in a currency that was really going to hell, and that's the big thing we worry about with the United States currency,” he said candidly.
Here’s why the Oracle of Omaha is getting anxious about the future of the greenback.
Dollar’s decline
Buffett’s concerns about the value of the U.S. dollar stems from his observations of the government’s spending under President Donald Trump.
Despite the Trump administration’s efforts to curb spending, the government spent $200 billion more in the first 100 days of Trump’s term than in the same period last year, according to CBS News analysis of U.S. Treasury data.
Despite runaway prices, the Fed clings to a defunct "framework."
Their refusal to adapt to the real-world suffering means they will continue policies that guarantee the dollar's annihilation, prioritizing a nominal façade over the lives of millions.
Any one who has followed me for any length of time has heard me say "Israel supports US equities" - they have no ethics or morals, and are not bound by US laws.
They are a natural ally to manage volatility, in exchange for bombs and bombing runs against their sworn enemy
If i didnt leave america when i did I would have never understood the global trading system or currencies.
You benefit from my knowledge as I share what I have learned.
This is more of that.
This is a currency thread.
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Globalization has been a disaster for the american worker.
Globalization has ONLY been enabled thru currency manipulation by US trading parterners to create an inequitable trading balance, which puts massive downward pressure on US wages and jobs.federalreserve.gov/boarddocs/spee…
Yes, your shoes and clothes cost a little less - but the people in US who used to produce those products are now "public charges" and a burden on the American social system.
Not everyone can "learn to code" or be doctors or engineers.
Many honest folks just want to clock in, make money, and go home.