陶瑞 TaoRay
@TaoRay
这是我唯一的社媒账号，没有WhatsApp和群，注意辨别网上和评论区的冒名骗子！我有一个自由的人生。自由不是你能干一切想干的事情，而是你可以拒绝一切不想干的事情。投资分享不构成建议。我从来不拉群，不主动私信推荐金融产品，请大家勿上当。点赞转发只代表值得一看，不一定代表赞同。会定期捐助福音事工，可私信。
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cash is trash的原因就是放水。就像我一直所说的，美国债务货币化的闸门已经开闸放水了。只不过政客们不是嘴上喊着说“我要债务货币化了，你们的钱要缩水了”。从哪来的钱购债、扩表？就是印呗，放水呗。美联储按住短端，贝森特按住长端，这是收益率曲线管理，已经是教科书级别的债务货币化了。现在还后知后觉的，只能自求多福咯。
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cash is trash的原因就是放水。就像我一直所说的，美国债务货币化的闸门已经开闸放水了。只不过政客们不是嘴上喊着说“我要债务货币化了，你们的钱要缩水了”。从哪来的钱购债、扩表？就是印呗，放水呗。美联储按住短端，贝森特按住长端，这是收益率曲线管理，已经是教科书级别的债务货币化了。现在还后知后觉的，只能自求多福咯。
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Treasury just announced that it will buy more long-term Treasuries private investors no longer want to hold to try to keep yields from rising. The money to pay for it will ultimately be created by the Fed, sending inflation soaring. That's why gold is already up $125 on the news!
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Printer is coming
Foreign investors have completely abandoned the Indian market.
Net foreign flows into Indian stocks peaked at $55 billion in early 2025 and have now fallen to zero.
U.S. Dollar could lose its reserve currency status within 25 years, warns Jamie Dimon 🚨 🚨
🇺🇸 JUST IN: Jamie Dimon warns America could lose its reserve currency status within 25 years.
JUST IN: 🇺🇸 JPMorgan CEO Jamie Dimon says the US could lose its status as the world's reserve currency within the next 25 years.
JUST IN: JPMorgan CEO Jamie Dimon says the US could lose its reserve currency status
Scott Bessent is sending a clear signal, traders say: He will do whatever he can to prevent bond yields from soaring.
JUST IN: Chinese man sentenced to two years in prison for having an affair with the wife of an active-duty service member & breaking up their marriage.
Yen intervention = US self-preservation
From @WSJopinion: Can the U.S. Treasury save the yen? Secretary Bessent bucks up Japan’s currency, but the Bank of Japan has to tighten.
JUST IN: US national debt hits record $39.8 trillion
The Bank of Korea announced it will resume physical gold purchases for the first time in 13 years
JUST IN: Fed to inject $9 billion in US economy
BREAKING: 63% of Americans say they are living paycheck to paycheck, per CNBC
Breaking News: A small aircraft flew into Beijing's tallest building, sending debris and plane parts onto the streets below and prompting crowds to flee.
