Replying to Avatar paulo

That chart represents the relative position of the US and all other countries with respect to asset ownership.

What that chart is saying is that countries around the world own $25T US assets more than the US owns foreign assets.

If/when those countries start repatriating capital we should expect US assets deflation. Think of stocks, real estate, etc.

I would not be surprised if the US enacted capital controls to try to prevent that asset deflation from manifesting. That would be a real, substantial blow to US dollar status.

Avatar
Scrotus 9mo ago

So... Sell real estate, buy Bitcoin?

Reply to this note

Please Login to reply.

Discussion

Avatar
paulo 9mo ago

Yes, Bitcoin and gold mainly.

Thread collapsed