Weaker Dollar Regime

While visiting a restaurant last week, President Trump was asked about the global sell-off in the dollar. Trump responded that it was great.

In the globalist progressive era of a declining American empire, under Clinton, Bush, Obama and Biden, you'd get a predictable response that Washington is attentive to the situation and "working on it" or some other elitist bullshit and the media would leave the story alone.

Trump is the G.O.A.T and he answers in a way that America's adversaries need to hear… Americans exports are becoming more and more competitive, while tariffs revenues are causing China and others to DUMP U.S. debt and excess dollar exposure, in favor of gold and their local currencies.

After a while, though, these countries will realize that no other currency is as reliable as the dollar and they'll find equilibrium.

This is the whole point… the dollar is OVEROWNED by foreigners and UNDEROWNED by Americans.

If the U.S. economy is about 30% of the global GDP, then its currency, being that it is the reserve one, should account for 35%-40% of global reserves, not 50% or 60%.

Courtesy: Bloomberg

This sell-off of the dollar is nearly over, but I believe 2026 will be its BIGGEST red year ever.

After that, we'll get to a balancing point, which will be better for the world, at large.

So, what should we expect this year?

Once Kevin Warsh is appointed FED Chairman, he'll explain the new vision for the dollar and it will shake the markets big time.

Just like Liberation Day, the markets are just too complacent to acknowledge that the FED is now going to work WITH the Treasury, not separately.

The U.S. needs to finance around a QUARTER of the national debt and it must do so in the next year. Therefore, the FED will cut hard.

As I said, this isn't priced-in, since the CME FEDWatch tool is not showing bond investors buying into the revolution at the Federal Reserve.

Here are a number of key things to keep in mind:

1. Housing is President Trump's main domestic concern.

Mortgage rates must come down.

2. The U.S. now controls more oil and natural gas than any other country and produces more than anyone else.

This gives the U.S. leverage over energy and means China cannot continue to expand its reach, without hitting a brick wall.

Xi and Trump will soon meet, which tells me that both leaders are looking to reach the meeting in a way that is not tense.

3. FED Independence is a HOAX.

The Federal Reserve is the brainchild of the first president that RUINED America: Woodrow Wilson.

Admired by losers and traitors like Jimmy Carter and Barack Obama, these people do not believe in humanity.

They are reformists that think most of us are dumb.

They despise free markets, but the MARKET wants what it wants and they're now out of  luck, because America is going back to the PEOPLE.

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