@DaveHcontrarian@familyoffice@DaveHcontrarian what's your view on Bessent & BOJ working behind ECB's back to prevent UST offloading? US's decision not to sell $ may show a lack of confidence in its own currency and TBills market.
@DaveHcontrarian@irwinfortune@RandyMarsh1982 Hey Dave. How do you make sense of the dollar simply sideways while your gold targets fly? Thought your bull metals thesis was driven by dollar depreciation.
@K_AminThaabet Hmm. Ackman isnโt some guy on the street. Heโs meticulously demonstrating that Tucker is full of sh!t while also addressing the class warfare so often used in politics.
Seems Qatar has instructed Tucker to help get Mamdani elected. Bill is being targeted bc heโs in the way.
@DaveHcontrarian@WifJason Dave, follow up question to your Bust thesis. How do you see the future of capitalism in America following that? With AI, governments will have tools like never before to enforce draconian taxation to close budgets gaps. After decades of tax cuts could we see large tax hikes?
@DaveHcontrarian@georges_perron@kurtsaltrichter Dave, from a macro perspective, what do you think of comments from the administration about Powell and the need for cuts? Is it all political grand standing? You've defended Powell for years but the pressure on him is growing. Unfairly?