𝐓𝐗𝐌𝐂
𝐓𝐗𝐌𝐂|Apr 05, 2025 03:29
Donald Trump is a symptom of a global problem that has been building for decades and has finally boiled over. Developed nations require gigantic investment in govt bonds and prolonged financial repression. Many also now face growing industrial and military needs. The natural source of funding for nations keen to preserve sovereign autonomy will be liquidation of foreign assets and a return to "home bias" investing, the largest pools of which are invested in places like the United States and France. Trump's muscling of Europe to rearm, disinterest in classic alliances, and hectic tariff policy will accelerate the shift in global capital flows that brings about a tectonic change in the monetary system. Savers will be made to bear the burden. Own gold, Bitcoin, land, and other hard assets which cannot be frivolously debased.
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