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The Sovereign Debt Crisis Is Coming | Brent Johnson

Forward Guidance

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The Dollar Milkshake Theory

The dollar milkshake theory is basically my thesis that the dollar will go higher because we will enter the sovereign debt crisis. As a result, you know, they'll have all these knock on effects around the world. The us Owes a lot of money becase in dollars. Andit's not that i think that the united states is immune to that crisis. I think we will get hit, but i just think we will be the last domino to fall.

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