@GLBinvestor@LevantCarpenter@SantiagoAuFund 10%. Albeit, reduction in happening. Isn't this conversely proving his point. Reserves decrease, dollar denominated debts increase adding to liquidity pressures and increasing dollar value. Leading countries to increase dollars assets as they are rising against local currency
Nov 1998–Nov 2000 – Oil prices rise sharply ($20 to $55). (https://t.co/uNUWZ88rJg) Recession 2001.
Today Oil rises 53% over the past year, moving from around $62.40 per barrel in September 2025 to $95.47 per barrel by mid-September 2026.
Central banks bought 289 tonnes of gold in Q2 2026 — the biggest second quarter on record, during gold's worst Q2 performance in more than a decade.
Signals show positive yields for all assets, but no geopolitical downside or counterparty risk with Gold.
@SantiagoAuFund We are really dangerous AI guys, you better regulate us or our unchainable behemoth is going to start to nuke things and potentially end the world. Also build your company around it.
@michaeljburry It depends what your measuring in. Hard assets, land, gold, etc. have increased at the rate of Fiscal irresponsibility and debt obligations. The dollar is the medium, like water its just takes more liquid to purchase the assets.
@SantiagoAuFund@CrazedCapital Well, it's a double edged sword. You get demand, at the cost of purchase power parity. However, it does drive asset prices higher and benefits the current paradigm. The dollar is the medium not the prize.
@SantiagoAuFund We are also going against a global system vs. English style system the Hamiltonian policies fought against. Which is far more unique and while an infant US system had the ability to reap the rewards, can the mature US system do it again globally?
@SantiagoAuFund Its Financial repression to some extent through Hamilton style economics doctrine, but its being elicited by a Jacksonian administration. Policies not well liked but Jackson got his way at the end of the day. Now the Fed wasn't involved during that time so this more nuanced.
@michaeljburry Since the conception of currency, it has been a race to defraud by material, illusions of scarcity, and promise of gain tomorrow.
Arbitrage is the great friend of the financier, it creates the incentive. The only thing left is to create a game with the right idealize gain.
@SantiagoAuFund Canada is in a hard place techically ruled by London, but pressured by the US Jacksonian economics. It's industry tightly coupled with the US from NAFTA. The tariffs act as a tool to lever up economic pain. That pain can be relieved by creating your own independent agreements
@gurgavin Its Jacksonian economics financial repression, rates can't run to high as it hurts debt obligations and cycles. Rates can be managed on the short side. Which is what is being done.