To The Moon

Trump is pushing Powell to reduce rates. But international buyers of US Treasuries want a higher risk premium. Maybe 5 percent may be higher say 10. And if these yields aren't available? Well they'll retreat from Treasuries which will then become overwhelmingly owned by domestic institutions! Banks may end up holding large chunks of low yield bonds. It's happened before could happen again. Unless Trump manages to do a crypto switcher . Now that would be something!!

Gold at $4k is not unreasonable. As USD dilutes its reserve currency status, US Treasuries lose safe haven status and so what's the obvious solution? Yup. Gold 

China needs a better narrative. Recently China warned nations that it would retaliate if they struck trade deals that went against its interests. China needs to understand that selling to the US made many countries rich and served as the tide that lifted all boats in an economic sense. China's contribution has been low cost goods which enables consumers to have a decent standard of living, but which results in large trade deficits for most countries. If US purchases decrease, exporter countries will become poorer. Hence, countries may end up forming coalitions to protect their fund outflows. China imports will be one such target. Hence, China stocks are not the safe haven, next great thing that people assume them to be. 

$Tesla Motors(TSLA)$  let's see the earnings and then the chatter can resume 

Exactly. 

Gold at $4k watch it move as the USD tanks 

Free fall! Whee! it's not flying it's falling with style 

Wait for $50 seriously. The unraveling has just begun 

China selling is already baked into expectations. 

It's going to keep getting stronger as the USA continues to remain irrational