Did I mention your “Broken China” reports are outstanding?
We have no way of knowing what the future will bring, but your theories provide a completely different lens for viewing these crucial events as they are unfolding.
President Trump once referred to the US dollar as a bubble, but I think we’re a couple of decades away from crisis time—when hyperinflation will become an existential threat to whatever is left of the Republic.
You make a very good case that China may be approaching its supreme crisis much sooner.
I do wonder if, in the short run, deteriorating China makes U.S. stocks and bonds the only safe haven big enough to matter.
I do not see problems for the US dollar for the foreseeable future.
If a currency collapses it has to have another currency to collapse against.
There is not another nation or currency with the strength to challenge the US and the US dollar. If there are problems I see it as the dollar becoming too strong compared to other currencies.
WWG1WGA
Garde la Foi, mes amis! Nous nous sommes les sauveurs de la République! Maintenant et Toujours!
(Keep the Faith, my friends! We are the saviors of the Republic! Now and Forever!)
LonePalm, le Républicain du verre cassé (The Broken Glass Republican)