And if no one is getting paid then no one can buy US Treasuries Bonds
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I had to look this up to confirm it. Foreign t-bill purchases have dropped 80% this year vs 2025. This is a colossal nightmare for Bessent. This is the only paper he’s issuing. Who is going to buy all of this? The world is walking away from us. Terrifying. Are money markets at risk? This is all they own. I may need to reevaluate everything in my portfolio. https://home.treasury.gov/system/files/136/Press-notice-TIC-for-Sep-2026.pdf |
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The reason foreign purchases of T-Bills has fallen off a cliff is the Federal Reserve & Trump administration has engineered a global Dollar shortage. Bankrupting the world is designed to force nations to sell U.S. Treasuries before maturity, allowing the Federal Reserve to take them out of circulation for pennies on the Dollar. Few see what's coming, but now you know. |
Santiago Capital @SantiagoAuFund
| I don't normally focus on short time frames. The only reason I'm doing so here is bc 2 weeks ago I was on a show where I was told in no uncertain terms that the dollar index would no longer rise along with yields. Here is what has happened since then. Remember, it aint what you dont know that gets you in trouble, its what you know for certain that just aint so. Stay nimble out there… |
I remember in 2016 Jim Willie saying that "The dollar will rise up and fade out of existance"