Agree, 2022 was a nail biter, but the $$ remained strong. The feds attempt to tame inflation kept global confidence intact as COVID repercussion's were still lingering. Now with $ devaluation, whipsaw tariffs, erratic unchecked governance has eroded confidence. We scorned and insulted our allies that graciously funded our debts for decades. Now we may own it. Time will tell.
The bond market is speaking loudly. Government debt levels,
Creditworthiness and Geopolitical or fiscal instability are risks to big to ignore. Negotiating with Yosemite Sam is having significant adverse outcomes Brand name damage and new alienating global trade agreements are a few more long term negatives. Foreign investments, Gold, CD and short term Treasuries help me sleep at night. Prefer to just get out of harms way.
Comments
Agree, 2022 was a nail biter, but the $$ remained strong. The feds attempt to tame inflation kept global confidence intact as COVID repercussion's were still lingering. Now with $ devaluation, whipsaw tariffs, erratic unchecked governance has eroded confidence. We scorned and insulted our allies that graciously funded our debts for decades. Now we may own it. Time will tell.
Post: School Is In
Link to comment from April 20, 2025
The bond market is speaking loudly. Government debt levels, Creditworthiness and Geopolitical or fiscal instability are risks to big to ignore. Negotiating with Yosemite Sam is having significant adverse outcomes Brand name damage and new alienating global trade agreements are a few more long term negatives. Foreign investments, Gold, CD and short term Treasuries help me sleep at night. Prefer to just get out of harms way.
Post: School Is In
Link to comment from April 19, 2025