Hugh Hendry - The Acid Capitalist Unfiltered | #451
The Meb Faber Show - Better Investing
The Chinese Model Is Managing Us
The Chinese currency is precariously trading 715 or so versus the US dollar with its economic dominance of international trade, it should be trading closer to 4. It's managing us, one of the functions which suppresses wealth. I think within two years would be 10-year US government yields below 1%, maybe back at COVID levels. That's preposterous. If anyone with a pulse would have been able to track the trend rate in inflation from 1980 to 82 and it was collapsing, why was it collapsing?
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