You price that in by buying everything that doesn’t have anything to do directly with the US. Dollar down a lot, treasuries down mightily. Not sure about equities in dollar terms though. Bitcoin up in dollar terms, probably in other currencies too. Gold up up up.
Because, if that actually happens, rest of the world reads it as the US not just exhibiting signs of being akin to an emerging market, but actually becoming one. Though not sure if “emerging” is the right word here. “Submerging” fits better.
janis / Janis
npub1mf…v27pu
2025-04-18 20:20:41
in reply to nevent1q…lf90
Author Public Key
npub1mfmpks2n5xzymsp665zlczx3yh2tkp2d0n62flsxmc7lw7j9lkzsxv27puPublished at
2025-04-18 20:20:41Event JSON
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"content": "You price that in by buying everything that doesn’t have anything to do directly with the US. Dollar down a lot, treasuries down mightily. Not sure about equities in dollar terms though. Bitcoin up in dollar terms, probably in other currencies too. Gold up up up.\n\nBecause, if that actually happens, rest of the world reads it as the US not just exhibiting signs of being akin to an emerging market, but actually becoming one. Though not sure if “emerging” is the right word here. “Submerging” fits better.",
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