So it begins.
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@EVDHmn I was an institutional fund manager for many years, working with EM and investment grade securities, commodities, stocks and bonds. I was successful with everything except currencies, which I came to realise don't work on fundamentals or technicals, or even sentiment, but rather 'flow', which is controlled. This is true in the short and medium terms, but over the long term fundamentals must apply and, you're right, the dollar will fall. And that is its long term destiny.
@pedrobizbikedu it seems like it’s engineered to fail on purpose to me. The rich get richer buy up the low values. I mean I’m all for try moving to ecological economics systems, (Herman Daly)RIP
. This is just more of like last year. Stronger posturing. May cooler and smarter ones prevail. Here’s an idea sanction his holdings. Don’t tank the us market just that brand.
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@pedrobizbikedu it seems like it’s engineered to fail on purpose to me. The rich get richer buy up the low values. I mean I’m all for try moving to ecological economics systems, (Herman Daly)RIP
. This is just more of like last year. Stronger posturing. May cooler and smarter ones prevail. Here’s an idea sanction his holdings. Don’t tank the us market just that brand.️@EVDHmn Indeed. If it walks like a duck and quacks like a duck, it's probably some speculator rigging the market.
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@jik can you please share how to do the diversification you mentioned?
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@kralcttam @nemeciii posted a vdeo by a financial data analist about this yesterday. This with population shrinkage fast leads to a very very bad situation for us citizens.
@Frieke72 @kralcttam @nemeciii Alex Jones told us all how he was looking forward to eating his neighbors. I don't think many of us realized how committed the GOP was to fulfilling his wishes.
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@jik can you please share how to do the diversification you mentioned?
@BeTongLen This is the last thread I posted about this.
https://federate.social/@jik/115882541326289744 -
So it begins.
Danish pension fund to dump US treasuries "The US is basically not a good credit and long-term the US government finances are not sustainable," says chief investment officer.
Europe holds $8 trillion in USA bonds and equities. This is just the beginning.
@nemeciii It is surprising how, in just one year, the US has gone from being an ally to a threat to Europe, so much so that such a drastic measure as financial warfare is being considered as a possible recourse (and, I hope, as a last resort).
What is clear is that Denmark is already very angry to be doing this. And we are already talking about emotional decisions in the face of constant harassment by an “ally.” This shows that the damage Trump is causing to the confidence and image of the United States will be difficult to repair in the short or medium term.
It must be remembered that the value of a currency not backed by real wealth (the dollar in this case) is more a matter of belief and appearance than reality.
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@BeTongLen This is the last thread I posted about this.
https://federate.social/@jik/115882541326289744thank you very much!
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So it begins.
Danish pension fund to dump US treasuries "The US is basically not a good credit and long-term the US government finances are not sustainable," says chief investment officer.
Europe holds $8 trillion in USA bonds and equities. This is just the beginning.
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@pedrobizbikedu @nemeciii @bmacDonald94
Shouldn’t we see the dollar dropping with this news?@EVDHmn @pedrobizbikedu @nemeciii ~ It will start quietly Denmark and France are already disposing of their holdings.
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@nemeciii "This article was generated with the support of AI and reviewed by an editor. For more information see our T&C." -Fart noises
$100 million in treasuries won't even move the needle.
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So it begins.
Danish pension fund to dump US treasuries "The US is basically not a good credit and long-term the US government finances are not sustainable," says chief investment officer.
Europe holds $8 trillion in USA bonds and equities. This is just the beginning.
@nemeciii Well that is gonna fucking sting....
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So it begins.
Danish pension fund to dump US treasuries "The US is basically not a good credit and long-term the US government finances are not sustainable," says chief investment officer.
Europe holds $8 trillion in USA bonds and equities. This is just the beginning.
America under Trump is so odd.
After decades of kvetching about the national debt & using it as an excuse to gut the middle class, refuse to get #medicare4All , and eliminate the social safety net etc...
... the $38 trillion of the USA national debt means MAGA can't afford a war without digging themselves deeper.
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So it begins.
Danish pension fund to dump US treasuries "The US is basically not a good credit and long-term the US government finances are not sustainable," says chief investment officer.
Europe holds $8 trillion in USA bonds and equities. This is just the beginning.
@nemeciii The "FO" phase of "FAFO" appears on the horizon.
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So it begins.
Danish pension fund to dump US treasuries "The US is basically not a good credit and long-term the US government finances are not sustainable," says chief investment officer.
Europe holds $8 trillion in USA bonds and equities. This is just the beginning.
@nemeciii "Dump" rhymes on Trump.
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So it begins.
Danish pension fund to dump US treasuries "The US is basically not a good credit and long-term the US government finances are not sustainable," says chief investment officer.
Europe holds $8 trillion in USA bonds and equities. This is just the beginning.
@nemeciii That's not just on Trump! It's on Congress and the corrupt business people driving the insane oligarchy, cryptocurrency and AI stock bubbles. There's not much Americans can do about the businesses except boycott them, but we need to be pushing *Congress* harder to right the bloody ship!
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So it begins.
Danish pension fund to dump US treasuries "The US is basically not a good credit and long-term the US government finances are not sustainable," says chief investment officer.
Europe holds $8 trillion in USA bonds and equities. This is just the beginning.
@nemeciii That pension fund, if the AI generated article can be believed, holds $100 million in US bonds. The difference between $100 million and $8 trillion is about $8 trillion. I don't doubt there are rumblings and people are rightfully pissed at Trump, but page me when we actually hit statistical significance.
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So it begins.
Danish pension fund to dump US treasuries "The US is basically not a good credit and long-term the US government finances are not sustainable," says chief investment officer.
Europe holds $8 trillion in USA bonds and equities. This is just the beginning.
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So it begins.
Danish pension fund to dump US treasuries "The US is basically not a good credit and long-term the US government finances are not sustainable," says chief investment officer.
Europe holds $8 trillion in USA bonds and equities. This is just the beginning.
@nemeciii Why should we prop up the usa dollar when they are a threat to EU and Canada?
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So it begins.
Danish pension fund to dump US treasuries "The US is basically not a good credit and long-term the US government finances are not sustainable," says chief investment officer.
Europe holds $8 trillion in USA bonds and equities. This is just the beginning.
The prices they go at, might make them a ridiculously funny investment.
Any such purchase, of course is dependent on the United States remaining a thing. That risk is significantly more than zero than probably more than 10 or 30%.
The United States is a currency sovereign, so we can always pay out treasuries. What the dollars by though are completely separate issue.
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Yes, exactly a run on US treasuries globally is a financial disaster for those that hold treasuries.
Japan, China, US pension funds, banks that hold treasuries.
I am kind of curious how this affects stable coins.
