I’ve been off on timing but have really high conviction that long Bitcoin & gold against bonds over the next few years will continue to be generational trade of our lifetime. Labor weakness will lead to more easing into sticky inflation w Trump going banana republic mode.
Danny Dayan
Danny Dayan2 de ago., 02:23
Today is not the day, but at some point foreign investors are going to ask why they hold US bonds with the below deficit trajectory and banana republic behavior like the below forecasts and firing of data collectors when you don't like the job report. Doom Loop will return.
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