Miles Franklin Precious Metals
@MilesFranklinCo
Miles Franklin Media – Expert interviews & real market intel. From Miles Franklin: $12B+ in gold & silver sales. Truth about money & markets.
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What happens to the U.S. Treasury market if Japanese investors keep their capital at home?
Tom Luongo @TFL1728 explains how shifting global capital flows, stablecoin credit expansion, and new trade dynamics could reshape domestic financing.
Watch the full conversation on Little by Little with @ASchectman:
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"Never bet against the Bank of Japan. There's been a lot of people over the years that have bet against the Bank of Japan and have been carried on a stretcher," Tom Luongo @TFL1728 says.
Luongo argues the Bank of Japan is "beautifully hedged": its debt-to-GDP ratio is already falling just from letting bonds roll off, while its Nikkei holdings rise as bond values fall. He says the real crisis belongs to investors still leveraged to the yen carry trade.
Watch the full discussion on Little by Little with @ASchectman:
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.@LukeGromen says the U.S. and China are trapped in a system neither side can live with anymore.
“The release valve becomes the dollar.”
In this episode of The Real Story with @MichelleMakori, Gromen lays out why:
- gold may need to be revalued against oil
- the dollar could be
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