Luke Gromen(@LukeGromen):The more the CNY collapses v. gold (USDCNY*gold, below), the LOWER Chinese govt bond yields fall. At some point, western policymakers will figure out why the same would also hold true for their bonds. You'll want to own gold before western policymakers finally figure this out.

Luke Gromen

@LukeGromen

Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.

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Luke Gromen@LukeGromen

2026.08.17 17:28

The more the CNY collapses v. gold (USDCNY*gold, below), the LOWER Chinese govt bond yields fall. At some point, western policymakers will figure out why the same would also hold true for their bonds. You'll want to own gold before western policymakers finally figure this out.