Trump's Davos speech ruled out military force on Greenland—and stocks surged. But the coercion continues: tariff threats and a chilling warning to allies.
Questions about Trump's pronouncement: "You can say yes and we will be very appreciative, or you can say no, and we will remember."
1) Does he really believe Europeans will buy this? He's essentially saying, "Give us part of your territory and we will give you some unspecified thing of unspecified value at an unspecified time in the future" to people who negotiated a free trade agreement with Trump six months ago that he just binned by raising tariffs unilaterally. But he could be that far out of touch with reality that he thinks he's making a genuine offer.
2) Is this just posturing to his voters, who are delusional enough to believe he's "strong?"
It seems there's already some sort of framework being put together regarding mineral rights, which to be fair, they could've probably negotiated from the get-go without all this circus and commotion.
As for posturing, I think this has to do with him him having imperialist tendencies. Whether or not his supporters care is secondary to him because he knows if they don't, then they'll just adjust.
Sharp framing on how normalized volatility becomes the strategy itself. The whipsaw between threat and restraint isnt just chaos but actualy a feature that keeps everyone recalibrating their risk models daily. Saw similar patterns with central banks in emerging markets where policy uncertainty itself becomes the transmission mechanism. The point about economic coercion replacing military threats is spot on but misses how that shift signals deeper structural weakness in the coercive power itself.
Many of us look to the "Dow" as the holy grail of the health of the economy when what it is at this point in time is a barometer of the American greed of billionaires
The reason that gold and silver are at record highs is that they reflect the purchasing power of the dollar It's not that the price of gold and silver are going up It's that the purchasing power of the dollar is in the shitter and will continue to implode to zero especially as we see Japan raising its bond yields and the Danes selling off $100m in their own US bond holdings
The purchasing power of the dollar as measured in gold is at 6cents comparing ti to what it was when it was when the country went off the gold standard in 1971 That coupled with the US bond yield signals the end of the line for the fiat currency experiment started by Republicans and supported by Democrats through the last 50y
Questions about Trump's pronouncement: "You can say yes and we will be very appreciative, or you can say no, and we will remember."
1) Does he really believe Europeans will buy this? He's essentially saying, "Give us part of your territory and we will give you some unspecified thing of unspecified value at an unspecified time in the future" to people who negotiated a free trade agreement with Trump six months ago that he just binned by raising tariffs unilaterally. But he could be that far out of touch with reality that he thinks he's making a genuine offer.
2) Is this just posturing to his voters, who are delusional enough to believe he's "strong?"
It seems there's already some sort of framework being put together regarding mineral rights, which to be fair, they could've probably negotiated from the get-go without all this circus and commotion.
As for posturing, I think this has to do with him him having imperialist tendencies. Whether or not his supporters care is secondary to him because he knows if they don't, then they'll just adjust.
Sharp framing on how normalized volatility becomes the strategy itself. The whipsaw between threat and restraint isnt just chaos but actualy a feature that keeps everyone recalibrating their risk models daily. Saw similar patterns with central banks in emerging markets where policy uncertainty itself becomes the transmission mechanism. The point about economic coercion replacing military threats is spot on but misses how that shift signals deeper structural weakness in the coercive power itself.
US Equity Markets: Poor Barometer
Many of us look to the "Dow" as the holy grail of the health of the economy when what it is at this point in time is a barometer of the American greed of billionaires
The reason that gold and silver are at record highs is that they reflect the purchasing power of the dollar It's not that the price of gold and silver are going up It's that the purchasing power of the dollar is in the shitter and will continue to implode to zero especially as we see Japan raising its bond yields and the Danes selling off $100m in their own US bond holdings
The purchasing power of the dollar as measured in gold is at 6cents comparing ti to what it was when it was when the country went off the gold standard in 1971 That coupled with the US bond yield signals the end of the line for the fiat currency experiment started by Republicans and supported by Democrats through the last 50y