Gold: Trump Declares War on Powell, Strong USD
TL/DR
Trump’s Economic Reality: While the plan is ambitious, political constraints and market dynamics suggest compromises are inevitable.
Weak Dollar is Central: If tariffs cannot be implemented, a weaker dollar becomes the primary tool for achieving Trump’s growth agenda.
Market Implications: Investors are already adjusting to this reality, with dollar weakness leading the charge. The USD will weaken, Gold and Silver will continue rallying
Outlook for Gold, Silver, and the Dollar
Gold and Silver: Prices will likely remain influenced by dollar movements. If the dollar weakens further, both metals should see more upside even though their downside ignored USD strength this past year.
The Dollar: The market is already pricing in the challenges Trump faces in implementing his full agenda. A weak dollar *strategy* appears increasingly likely as a fallback to support exports and mitigate political resistance.
Weaker $ + low interest rate + tariffs + DOGE. =>
1.money flow into treasury = surlpus => lower debt => lower rollover => lower importance, better credit rating, lower price tag.
2. lower costs of living
3. decrease IRS burden + increase discretionary amounts with the people
4. creation of jobs inside US, as imports become expensive in relation to home grown.
5. available funds directed and used more effectively => decrease spending = surplus => lower debt => less demand for debt notes => decreased importance
6. export are cheaper in relation to other currencies.
7. repatriating FRN = FRN's in surplus in treasury => lower debt without issuance of new debt except needed rollover, i.e. de fed can destroy the debt based on the number of FRN they receive back, or: debt with CCP and other antagonists can be extinguished and destroyed.
Keep on stackin people...
It doesn't matter what anything else is doing. It's something you can hold in your hand while the casino heartbeat blips up and down...Zoom out.
Stack em high & stack em often.
Gold is the currency of Kings.
Silver is the currency of Merchants
Dollars are the currency of Fools.
Dollar=> FIAT-CURRENCYGold: Trump Declares War on Powell, Strong USD TL/DR
Outlook for Gold, Silver, and the Dollar
Weaker $ + low interest rate + tariffs + DOGE. =>
1.money flow into treasury = surlpus => lower debt => lower rollover => lower importance, better credit rating, lower price tag.
2. lower costs of living
3. decrease IRS burden + increase discretionary amounts with the people 4. creation of jobs inside US, as imports become expensive in relation to home grown.
5. available funds directed and used more effectively => decrease spending = surplus => lower debt => less demand for debt notes => decreased importance 6. export are cheaper in relation to other currencies.
7. repatriating FRN = FRN's in surplus in treasury => lower debt without issuance of new debt except needed rollover, i.e. de fed can destroy the debt based on the number of FRN they receive back, or: debt with CCP and other antagonists can be extinguished and destroyed.