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ROBERT KAISER's avatar

I am thinking about lost confidence in Trump, USA, US Treas and especially our dollar. Gold and silver are in sync with this lost confidence but not the NASDAQ that I understand is now approx 40% owned by foreigners. I would expect ABUSA (anything but USA) on the part of foreigners. Why are they sticking with us?

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Ian's avatar
Nov 22Edited

It’s too late for this weekend but what would interest me is how war would affect the western financial system eg Europe at war with Russia or US vs China. It’s pretty grim but looks very possible. What would happen? Bank failures or bail ins, capital controls, massive inflation, failure of pension schemes etc. how to prepare wisely for it? Maybe fixed rate mortgages, real assets, ownership rather than leasing?

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