The David Lin Report Twin Deficit Crisis: 'This Is How You End Empires', Recession Imminent? | Darius Dale
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May 1, 2025 
Darius Dale, Founder of 42 Macro, shares his insights on the W-shaped market correction looming in 2025. He warns about the twin deficit crisis in the U.S. and encourages strategic investment in gold and cash. Dale highlights Bitcoin's emerging role as a defensive asset, especially in uncertain markets. He critiques the effectiveness of tariffs in addressing the current account deficit and advocates for a shift toward increased production and savings. With a keen eye on the declining dollar, he predicts significant changes in global investment strategies.
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W-Shaped Market in U-Shaped Economy
- The market is in a W-shaped pattern within a U-shaped economy recovery.
- A further market sell-off is anticipated before stabilization as the economy slowly recovers.
Delayed Stimulus and Fed Easing
- Monetary and fiscal stimulus will likely be delayed due to policy timing mismatches.
- Fed easing is expected late and could coincide with increased recession fears.
Technical vs Full Recession Defined
- A technical recession means multiple quarters of negative growth without broad economic decline.
- A full recession involves widespread declines and rising unemployment needing major policy intervention.