Yes .. the game plan is to spur housing market by lowering mortgage rates .. and drill baby drill .. cuz energy is biggest component of construction industry ..
Besides it lowers the short term fed rates .. thereby boosting growth stocks .. eventually..
Stocks go straight down first. Ask your AI friend about the passive investment bubble and what might happen if flows from those funds reverse
That would be a dream come true .. all that money will either go to treasuries.. or to #gold .. wish #bitcoin was there as risk off asset ..but unfortunately it is not .. primarily cuz bitcoin community can't get its act together..
You’re right, in that situation some of the fluff will come off the top of BTC short term.
Gold won’t fare much better though- look at its performance during previous crashes (…08, 20). It goes down in sharp drawdowns too.
The only thing that wins short term in a liquidity crunch is the dollar.
But once they fire up the printers, you know where you wanna be. Especially after today’s news I’d prefer BTC.
I am short equities .. long on Gold and Reits ..fifty fifty . . Adjust it as the time goes by .. will buy more btc at 58 K ..
Why reits?
Cuz Tariff talk is to spook the equity markets ( world wide ) to push money into long term treasuries.. thereby pushing the long term interest down .. to open up housing market with lower mortgage.. read my top thread
That’s a lot of planning I am not sure I want to give him credit for.
It is not a lot of planning if you know where Trump comes for .. he is a candidate of builder lobby .. so that is the first thing he knows - fix housing - fix the nation .. it is literally called American dream
See where was 10 year .. in 2020 ..when Biden took over
