4min chapter

The Compound and Friends cover image

Store of Value

The Compound and Friends

CHAPTER

Emerging Market Currencies Are Rallying, What's in the Basket?

Energy prices in germany are up 16 fold. Your cotton economy cannot survive that. The fact of the shit show in europe is being priced into the currencies. I don't know of thei'r having the same electricity, 16 tim hold. Every single time that emerging market currencies have gote down here, they've rallied. So it's tough to imagine a scenario where the dollar falls apart during what i think is coming.

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