Bravos Research

Foreign demand for US government bonds is falling off a cliff. Investors fear that this could actually trigger a US debt crisis. But the Treasury has just started executing a plan that nobody is watching. A thread 🧵 https://t.co/QIxlaEOKyv

Oil, Gold, Silver, Bitcoin, and stocks have all fallen together in recent weeks. Most investors fear a recession. But history suggests there may be a much bigger force at play right now…. A thread 🧵 https://t.co/isDobp6NBX

History is Repeating. Buckle up. A thread 🧵 https://t.co/palefookKY

Major market drawdowns have proven to be exceptional buying opportunities But the forces behind this buy-the-dip psychology are now reversing… A thread 🧵 https://t.co/FjDproyHAG

This time is NOT different. A thread 🧵 https://t.co/oSrPLJ5KSD

22/ This widening gap confirms exactly what we just talked about. Japan’s debt crisis has actually strengthened the US dollar and likely limited its broader decline. This is the real spillover that we're seeing from Japan - A stronger dollar. https://t.co/lx9LbkKTgX

21/ But when we add the dollar’s performance against the Japanese yen, a different picture emerges. The dollar has strengthened versus the yen, even as Japanese yields hit multi-decade highs. https://t.co/MgnSdKIZN4

20/ At the same time, the US dollar index has weakened over the past few years This has supported assets like gold, silver, Bitcoin, and stocks that benefit from a softer dollar. https://t.co/UbNAQd3jra

19/ Choosing between US and Japanese debt is like choosing between a boat with a few leaks or one that’s already 50% underwater. Most people would rather stay on land. In this case, that land is gold, which helps explain why it’s been the best-performing asset this year. https://t.co/sCyqN3cP3c

18/ Compare that with the US interest rates, and we see a big gap between the 2. That shows us the US dollar is still a much more attractive currency to hold than the Japanese yen when adjusted for inflation. https://t.co/nigpGW5TtZ