Paul
Nov 05, 2025Private Post
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Paul
Through 20 years of diligent research I have gained a unique insight and understanding of the ongoing geopolitical shift towards a multipolar world. I have extensive knowledge of Eurasia, South America, Africa and the U.S.. I am able to assess geopolitical events and provide a very clear understanding of what those developments mean in the context of the vast global changes now unfolding.
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Joined on 23rd October 2025
Weakness in the dollar has bizarre implications
The US dollar is no longer regarded as a safe haven and the financial tides are clearly shifting. Massive amounts of capital have started exiting US markets and incredibly flowing into Europe. Money is even going into German debt, which seems bizarre given Germany’s fragile economic and financial position.
This has lead to Brussels genuinely believing that the Euro could be a viable alternative to the US dollar. At first glance, that sounds absurd and to a large extent it is. But perception matters, and the current weakness in the USD/UST complex gives Europe belief in the illusion that it can step up and fill the gap.
US HOUSEHOLDS
US households hold 52% of their total financial assets in equities which is a record high and worryingly more than double the level seen since the 2008 Western financial crisis and even 5% higher than levels seen during the dot-com bubble fiasco.
When the equity bubble bursts it will have a very damaging impact on the retail sector, meaning the likes of you and I.