Dollar gets stronger: Everyday I understand Brent Johnsons "Milkshake Theory."
Narratives:
Strong Dollar Impacts.
EU is tool-less within a bad systemic structure.
US #1 Import = DEBT to the world!
Increased liquidity from global markets searching for safety in US Markets! Fed does not need to provide more liquidity, the world is doing it for them.
*Note: At some point it crashes hard...a strong dollar given its "World-Currency Status" is not good for the rest of the global markets but it is for the US. The Fed/Trump Factor does not care...when you are looking for the next crisis...this will be it, not debt, not inflation...understand the Macro and flows of capital. TBD and at some point policy and systemic changes will come but not before it goes much much higher. What worked or played out in the past will not in the future! Make no mistake the Global Feds will pivot and make the needed change but not until after much gnashing of teeth. And on the longer end of this it makes sense that gold/BTC continue to new highs...TBD! //This is not professional advice, just mumblings of both a Skeptic & Optimist//
Narratives:
Strong Dollar Impacts.
EU is tool-less within a bad systemic structure.
US #1 Import = DEBT to the world!
Increased liquidity from global markets searching for safety in US Markets! Fed does not need to provide more liquidity, the world is doing it for them.
*Note: At some point it crashes hard...a strong dollar given its "World-Currency Status" is not good for the rest of the global markets but it is for the US. The Fed/Trump Factor does not care...when you are looking for the next crisis...this will be it, not debt, not inflation...understand the Macro and flows of capital. TBD and at some point policy and systemic changes will come but not before it goes much much higher. What worked or played out in the past will not in the future! Make no mistake the Global Feds will pivot and make the needed change but not until after much gnashing of teeth. And on the longer end of this it makes sense that gold/BTC continue to new highs...TBD! //This is not professional advice, just mumblings of both a Skeptic & Optimist//