How about this…USD is dropping because of foreign outflows from US markets. They are repatriating their capital back home. China alone has trillions on US equities especially the Nasdaq. The economic divorce is happening in real time. See executive order from February 21 where Trump basically said to adversarial countries get your money out of our markets. They are repatriating administration no longer wants all the USD’s that we export to be recycled back into our markets. They want to become independent from the East when it comes to trade and the financial markets. On both aspects it has made the US extremely fragile with the critical dependency on foreign goods, and the financial markets are a huge weak point if adversarial countries can have undo influence and power in shaping US financial markets, buying up U.S. farmland, companies like Smithfield the largest pork company in US by China, etc. Short term pain for long term gain. The divorce needs to be a total divorce from the East. 10 years ago US owned about 65% of assets in US markets, and now that number is down to about 35%. People don’t realize how vulnerable US is in regards to our financial markets. I’d try not to look at the markets the way they have been viewed the past 40+ years. The human brain is wired to view the future based off of the past 20:years. We are at a huge turn in the road, and a completely new mental framework needs to be applied to this new and ever changing world. The next 5-10 years is going to look night and day compared to the last 10:years…totally unrecognizable. All these ever building monumental trade imbalances and currency imbalances over the past 40-50 years are shifting quickly and deeply across the globe….one might say via warp speed.
A lot, and in time people will see….except for stackers that is who have become their own central banks. The world is flip-flopping. How much do iPhones cost for the average person in China or India now?
Like you I have had a different career path painter, plumber, now retired C/O. I agree with G. May but I was thinking that when we put sanctions on other countries imports the USD would rise but being those countries are saying F you and imposing similar of not greater tariffs then that would weaken the dollar. What do you think?
I want to be crystal clear: I think Gregory’s intellect is right up there with the best of them, and he truly has knocked it out of the park with his market advice. Too bad I only discovered him in Spring 2020. I was thinking who is this guy giving advice on essentially day trading with options. I didn’t do any of them because I didn’t yet trust him. He was probably right on 95+ % of those trades and maybe even 99%. I could’ve made a lot of money. It’s just a piece of very honest constructive feedback. Gregory is a market guy through and through. He is a trader amongst traders…. Totally top-notch and then some. Here’s the problem I see, for the past 40+ years, the US has become an ever increasing financial economy. It’s been built upon going asset values in real estate, bonds, stocks, and now crypto. If someone was not in these financial assets over the past 40 years, they were the big losers, and whoever was invested in any form or fashion most likely did very, very well. It was financial magic. The Fed pumped it and pumped it and pumped it. The problem I see is that with the rebalancing of global trade and currencies with the reshowing of the US manufacturing base via tariffs, etc., and fast changing moments in Stocks, bonds, and currencies, which are ongoing and will likely accelerate at literally warp speed in the coming months. The US is going to move away from that highly financially economy to a more real economy based on producing. Gregory has been exactly right in regards to recommending owning hard assets. The time is very near and the sand is nearly run out of the hourglass. There’s gonna be some sort of rebalancing of global currencies with some sort of agreement, such as the treaty of Versailles, the plaza accord, Bretton woods, etc deal done such that the USD will be devalued Bigley, more than most people can imagine. A gold reevaluation is a possible mechanism, but regardless of the mechanism it’s going to happen. The current currency system with the US dollar with it current structure is a huge ball and chain on global growth and is harming the entire rest of the world. So, either the US can be cooperative and initiate things on their side, or the rest of the world is going to impose their will upon the US one way or another. So, back to my point I would stop “trading the markets”. I think it’s definitely time to get into once foxhole with said hard commodities, hopefully the hardest of the hard, and be patient. Trying to leverage any of this I believe is a fools game. When complex systems start to break apart they do so in a fairly unpredictable fashion as far as the exact timing and which parts break first. Best to stand back in your protective foxhole and watch it all happen. So, I will continue to watch every morning and every afternoon When it comes to Gregory‘s podcasts, but I am preparing my foxhole very thoroughly right now. And, some people don’t realize this until it’s too late. It takes time to move money around, by physical assets, etc. It always takes longer than what one thinks it will. So, prepare early and not a second too late
Really wondering how could this happen? How did they do that?
USDollar can NEVER service against those EuroDollars (shadow currencies that created by commercial banks outside the America thru treasuries rehypothecation over and over and over leveraging....), even global ongoing de-dollarization can only make USDollar getting stronger and stronger, but WHY we're seeing DXY keep going down?
That's NOT how this mechanism designed to work, what the fxck the FED & mega banks playing BEHIND?
How about this…USD is dropping because of foreign outflows from US markets. They are repatriating their capital back home. China alone has trillions on US equities especially the Nasdaq. The economic divorce is happening in real time. See executive order from February 21 where Trump basically said to adversarial countries get your money out of our markets. They are repatriating administration no longer wants all the USD’s that we export to be recycled back into our markets. They want to become independent from the East when it comes to trade and the financial markets. On both aspects it has made the US extremely fragile with the critical dependency on foreign goods, and the financial markets are a huge weak point if adversarial countries can have undo influence and power in shaping US financial markets, buying up U.S. farmland, companies like Smithfield the largest pork company in US by China, etc. Short term pain for long term gain. The divorce needs to be a total divorce from the East. 10 years ago US owned about 65% of assets in US markets, and now that number is down to about 35%. People don’t realize how vulnerable US is in regards to our financial markets. I’d try not to look at the markets the way they have been viewed the past 40+ years. The human brain is wired to view the future based off of the past 20:years. We are at a huge turn in the road, and a completely new mental framework needs to be applied to this new and ever changing world. The next 5-10 years is going to look night and day compared to the last 10:years…totally unrecognizable. All these ever building monumental trade imbalances and currency imbalances over the past 40-50 years are shifting quickly and deeply across the globe….one might say via warp speed.
If Apple makes phones in the usa,what would they cost?
A lot, and in time people will see….except for stackers that is who have become their own central banks. The world is flip-flopping. How much do iPhones cost for the average person in China or India now?
https://www.youtube.com/watch?v=szwclmmKwLg
MUCH Gratitude per usual Greg! 🙏❤️⭐️
Hi Greg. I read you DXY report on your site. You are spot on for sure ! Thank you for this!
Greg, this might direct a little more info to your readers about Babylon's Banksters...
https://open.substack.com/pub/juxtaposition1/p/crispr-zug-and-liechtenstein-switzerland
I listen to guy, he's vedddy interesting...
My layman head is spinning.
Thank you so much for everything you do Greg.
Thank you Greg
Like you I have had a different career path painter, plumber, now retired C/O. I agree with G. May but I was thinking that when we put sanctions on other countries imports the USD would rise but being those countries are saying F you and imposing similar of not greater tariffs then that would weaken the dollar. What do you think?
Thanks Greg for the info
Greg are you still in JEPI and JEPQ? I am.
Gregory, this is really amazing; (I am not comprehending everything, but trying).
Thank you
I want to be crystal clear: I think Gregory’s intellect is right up there with the best of them, and he truly has knocked it out of the park with his market advice. Too bad I only discovered him in Spring 2020. I was thinking who is this guy giving advice on essentially day trading with options. I didn’t do any of them because I didn’t yet trust him. He was probably right on 95+ % of those trades and maybe even 99%. I could’ve made a lot of money. It’s just a piece of very honest constructive feedback. Gregory is a market guy through and through. He is a trader amongst traders…. Totally top-notch and then some. Here’s the problem I see, for the past 40+ years, the US has become an ever increasing financial economy. It’s been built upon going asset values in real estate, bonds, stocks, and now crypto. If someone was not in these financial assets over the past 40 years, they were the big losers, and whoever was invested in any form or fashion most likely did very, very well. It was financial magic. The Fed pumped it and pumped it and pumped it. The problem I see is that with the rebalancing of global trade and currencies with the reshowing of the US manufacturing base via tariffs, etc., and fast changing moments in Stocks, bonds, and currencies, which are ongoing and will likely accelerate at literally warp speed in the coming months. The US is going to move away from that highly financially economy to a more real economy based on producing. Gregory has been exactly right in regards to recommending owning hard assets. The time is very near and the sand is nearly run out of the hourglass. There’s gonna be some sort of rebalancing of global currencies with some sort of agreement, such as the treaty of Versailles, the plaza accord, Bretton woods, etc deal done such that the USD will be devalued Bigley, more than most people can imagine. A gold reevaluation is a possible mechanism, but regardless of the mechanism it’s going to happen. The current currency system with the US dollar with it current structure is a huge ball and chain on global growth and is harming the entire rest of the world. So, either the US can be cooperative and initiate things on their side, or the rest of the world is going to impose their will upon the US one way or another. So, back to my point I would stop “trading the markets”. I think it’s definitely time to get into once foxhole with said hard commodities, hopefully the hardest of the hard, and be patient. Trying to leverage any of this I believe is a fools game. When complex systems start to break apart they do so in a fairly unpredictable fashion as far as the exact timing and which parts break first. Best to stand back in your protective foxhole and watch it all happen. So, I will continue to watch every morning and every afternoon When it comes to Gregory‘s podcasts, but I am preparing my foxhole very thoroughly right now. And, some people don’t realize this until it’s too late. It takes time to move money around, by physical assets, etc. It always takes longer than what one thinks it will. So, prepare early and not a second too late
Really wondering how could this happen? How did they do that?
USDollar can NEVER service against those EuroDollars (shadow currencies that created by commercial banks outside the America thru treasuries rehypothecation over and over and over leveraging....), even global ongoing de-dollarization can only make USDollar getting stronger and stronger, but WHY we're seeing DXY keep going down?
That's NOT how this mechanism designed to work, what the fxck the FED & mega banks playing BEHIND?
Is it time to panic sell?
A lower DXY is good for stonks. However, very bad for consumers.
... pick your game - hot potato or hide the sausage. ;-)
when no one wants them, they will win the race to the bottom.