@LukeGromen Is there a plausible scenario where the dollar strengthens over time while gold also continues to rally? If we are moving into a sovereign debt crisis, is it possible the dollar outlasts the other major currencies even as gold rises alongside it? Thanks ππΌ
@LukeGromen Whatβs the one link most investors still miss between U.S. fiscal deficits, Treasury market dysfunction, and the bullish case for gold especially in a world where the dollar can remain relatively strong?
@LukeGromen Luke, you say negative real yields are necessary to lower US debt /gdp, but wouldnβt that also crash the equity markets which canβt happen because we need tax receipts?