Musk claimed that his DOGE team was ready to “check” the gold bars to make sure none were missing. For the record, the U.S. Treasury holds 8,133.5 metric tons of gold in the U.S. reserve. A little less than half of that gold is stored at Fort Knox. The rest is mostly stored in a …
Tag: Donald Trump
Trump imposes capital controls on foreign investors
Donald Trump is making a dramatic move that could change the face of global capital flows – access to the world’s largest market will not be free. To participate in the US financial system, which is the deepest and most liquid in the world, comes at a significant cost. Following the swift passage of the …
Trump “privatizes” the dollar (Genius Act) and hands it over to Big Tech – The end of the Fed with stable coins
Donald Trump’s attempt to expand the dollar system through stablecoins. Trump wants to limit the supply of the dollar and its parity in order to reduce trade deficits while at the same time not wanting the US currency to lose its privileged status as the world’s reserve currency. This can be successfully done by integrating …
Trump: Attack to “Fortress Europe” through the Bond market with Capital Controls and the abolition of Dollar Swaps
The “monster” of the bond market has awakened after the turmoil of the trade war, this time on the occasion of the detection of fiscal derailment – not only in Washington but also in the major financial capitals. The indications from the long-term bond auctions smell… blood! Foreign investors are selling off American debt after …
Trump’s Political Victory with Trade Deals
Trump’s April 2 “Liberation Day” tariff announcement sparked sharp volatility in U.S. government debt and equity markets, with the S&P 500 index falling as much as 15% and borrowing costs rising. Markets have stabilized after Trump suspended most of the retaliatory tariffs, but concerns remain that the president’s policy changes could dampen foreign investor enthusiasm …
The bursting of the tech bubble will lead to new investment horizons
For 49% of fund managers, gold is the most crowded investment (i.e. when many investors adopt a particular strategy). This is the first time in 2 years that the Magnificent 7 technology stocks have lagged in the research on investment strategies. However, there is a problem. These fund managers clearly do not know much about …
Will Trump’s trade war boost dedollarization? – Gold rally
The dollar has long enjoyed its status as the world’s top reserve currency, although President Donald Trump’s recent trade policies have sparked debate about its future dominance. At the same time, gold’s rally is shaping the emerging monetary order that will emerge after the great instability. The strength of the dollar and its associated role …
Tariffs were the Big detonator that burst the Capital markets bubble
Despite the shockwaves caused by Trump’s tariffs, the headlines – as usual – are wrong about the causes of the market volatility and the implications that lie ahead. Understanding how to navigate such market pressures, the historical reality of debt, the role of gold and – most crucially – the significance of a liquidity crisis …
Trump kills the “hard” dollar with tariffs & regains US economic dominance
The roots of the US economic hardship are found in the dollar, the head of the “wise men” of Donald Trump’s government, Stephen Miran, found in a study he wrote in November 2024 (“A User’s Guide to Restructuring the Global Trading System“) and which is the guide to Trump’s economic policy regarding international trade/tariffs and …
Trump tariffs will cause an unprecedented global crisis
A major slowdown in global growth is expected to be caused by US President Trump’s impending “tariff wall”. The recession will start with a dollar liquidity crisis in China and end with a crash in the US, as funding pressures circulate through the global banking system. Because China runs a large trade surplus with the …