I think that Alexander Eser (who I have no idea who he is) statement of Trump failure because yields didn't collapse feels premature.
Maybe things are going perfectly to plan...
It is just interesting to continue to see this play out...
The U.S. can’t afford high rates forever.
The Fed will be forced to print again.
Gold and Bitcoin sniffed this out early.
And cash is crap.
Good take 👏🏻. I think he is trying his best to push yield rates down by attacking the market and pushing people into bonds(although as you said gold seems to be the stronger choice so far). Tariffs might just be another fear tactic to push buyers into the bond market too. So far yields are better but not great. 7 trillion to be refinanced by June, with quite a bit in April I believe.
I would love for doge to just cut out all the spending and rebalance the budget and everything be rainbows and butterflies in fiat land, but it's too late for that, nothing stops the money printer express that's coming after june if not sooner.
Just my 2 sats though 🫠
Love your 2 sats.
The same path we’ve been on since 2008…monetise it, inflate, print, and pray real assets outrun the decay.
