Lyn Alden · 85w A lot of investors would benefit from reading Stephen Mirran's November 2024 report on restructuring global trade: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide... modulo @modulo 1741105609 Other countries’ administrations benefitting from the dollar strength (local fiat weakness) won’t take the change lying down… modulo @modulo · 87w I’ll say it first: Currency Wars are coming—a country’s quiet race to devalue its currency relative to the US dollar to spur economic growth against the threats and increasing demands to lower trade barrier requirements vs. the US. Why? Countries will always prioritise p Show more 🔥1
