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Kevin

@qiw

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14 Followers


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Bessent was hired to strengthen the dollar by doing the opposite of all the warning signs he saw in the British Pound. Inflated housing markets, treasury yields, etc. all pointed to the big short that the Soros fund pulled off. Bessent's obsession with the prices of homes and the interest rates on treasury bonds isn't just rank populism. He's looking to strengthen the leading indicators of a currency. This is what I mean by "white hat hacking" the dollar. Mapping out its vulnerabilities to protect it against future exploitation. One of the most glaring vulnerabilities was a heavily overinflated trading market. Wall Street was on a sugar high. Hedge funds were leveraged to the gills, and if that bubble popped, it would have created an 08 style financial crisis. The tariff roll out... volatility and all... was a way of creating controlled detonation. Wall Street FREAKED OUT and deleveraged themselves.
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If you're a businessman from a neutral third party country like Hungary or South Korea, is the US now as attractive a place to do business as it was even a decade ago? Do you want to hold dollars and base your company in the US and buy/sell from the US and send your kids to school in the US? Probably not. That businessman may be forced to rebase around China as the global hub for logistics, whether they like it or not. And they'll have to rely increasingly on the Internet (including Bitcoin) as the actual mechanism for enforcing a "rules-based order" that even China has to respect. But that doesn't mean globalization comes to a halt. It just means that the US abandons the wave of globalization it set in motion. And as it steps down, it names China and the Internet as the competing successors to American Empire.
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