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Is this supportive of BRICS?

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  • jmski52jmski52 Posts: 22,975 ✭✭✭✭✭

    don't need to pay someone to brainwash us into the sky is always falling

    Why do you own gold? Why not just dollars?

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • blitzdudeblitzdude Posts: 6,087 ✭✭✭✭✭

    @derryb said:

    @blitzdude said:

    @derryb said:

    @blitzdude said:
    Certainly, don't need to pay someone to brainwash us into the sky is always falling. These great United States of America are THE economic powerhouse of planet Earth and we be BOOMIN. THKS!

    Agree, but nothing is forever. The dollar and it is impact on gold price is my concern. If you're too busy celebrating our greatness, you will miss the thunder clouds on the horizon. Those aware have their umbrella gold.

    Dollars? Check, Gold? Check. Waking up every morning feeling blessed, not only to live right here in this great nation but to have my umbrella for the just in case? Yes, I would recommend it to anyone and everyone. RGDS!

    How did you learn to get gold, fortune cookie? No, like the rest of you do your research that others publish whether it be bad statics from the government or maybe just a combination of opinions from professionals that get paid for what they write. If it was enlightenment from a discussion with one of your range chickens, please entertain us about the conversation

    I learned because it has been considered $$$ since the beginning of recorded history. In my "apparent" complex world it was deemed™ a no brainer. RGDS!

    The whole worlds off its rocker, buy Gold™.
    BOOMIN!™

  • cohodkcohodk Posts: 19,284 ✭✭✭✭✭

    @UpGrayedd said:
    I really can't believe several people on this board have no idea what freedom of the press actually means. Let me give you a clue, it has nothing to do with media bias. You guys need to go back to civics class. It appears the dumbing down of America is almost complete.

    Amazing, isn't it? China and Russia know how to feed the enemy within.

    We are weak.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 37,111 ✭✭✭✭✭
    edited January 15, 2025 8:19PM

    @cohodk said:

    We are weak.

    not all of us

    Repetition of ignorance is ignorance raised to the power two.

  • cohodkcohodk Posts: 19,284 ✭✭✭✭✭

    @jmski52 said:
    It doesn't take a genius to figure out that when a large group of countries decide to eschew buying US debt, that there will be a major impact upon the US bond market, the dollar as a world reserve currency, US inflation and gold prices.

    Doesn't take a genius to figure out a large group of folk love US debt...

    https://www.bloomberg.com/news/articles/2025-01-16/treasuries-death-spiral-risk-is-brushed-aside-by-foreign-funds

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 37,111 ✭✭✭✭✭
    edited January 15, 2025 10:07PM

    @cohodk said:

    @jmski52 said:
    It doesn't take a genius to figure out that when a large group of countries decide to eschew buying US debt, that there will be a major impact upon the US bond market, the dollar as a world reserve currency, US inflation and gold prices.

    Doesn't take a genius to figure out a large group of folk love US debt...

    https://www.bloomberg.com/news/articles/2025-01-16/treasuries-death-spiral-risk-is-brushed-aside-by-foreign-funds

    it appears jm is referring to the future of US debt buyers ("that when a large group") while you jump with joy at the present group of buyers. The music is still playing, but there will be far from enough chairs when it ends. Losing sovereign buyers should be a serious concern.

    Repetition of ignorance is ignorance raised to the power two.

  • dcarrdcarr Posts: 8,631 ✭✭✭✭✭

    @cohodk said:

    @jmski52 said:
    It doesn't take a genius to figure out that when a large group of countries decide to eschew buying US debt, that there will be a major impact upon the US bond market, the dollar as a world reserve currency, US inflation and gold prices.

    Doesn't take a genius to figure out a large group of folk love US debt...

    https://www.bloomberg.com/news/articles/2025-01-16/treasuries-death-spiral-risk-is-brushed-aside-by-foreign-funds

    .

    You think it is a good thing that the United States has so much debt and that other countries are willing to lend to us ?
    How much of that debt is owned by the BRICS that you hate ?
    Do you think it would be a good thing to be in debt servitude to BRICS ?

    .

  • blitzdudeblitzdude Posts: 6,087 ✭✭✭✭✭

    Debt it just a few digits on a computer screen. Click, click debt no more. Live life, it doesn't have to always be doom and gloom. RGDS!

    The whole worlds off its rocker, buy Gold™.
    BOOMIN!™

  • cohodkcohodk Posts: 19,284 ✭✭✭✭✭
    edited January 16, 2025 5:10AM

    @dcarr said:

    @cohodk said:

    @jmski52 said:
    It doesn't take a genius to figure out that when a large group of countries decide to eschew buying US debt, that there will be a major impact upon the US bond market, the dollar as a world reserve currency, US inflation and gold prices.

    Doesn't take a genius to figure out a large group of folk love US debt...

    https://www.bloomberg.com/news/articles/2025-01-16/treasuries-death-spiral-risk-is-brushed-aside-by-foreign-funds

    .

    You think it is a good thing that the United States has so much debt and that other countries are willing to lend to us ?

    It shows they have great confidence in the USA.

    How much of that debt is owned by the BRICS that you hate ?

    I don't hate Brics. Stop projecting. The answer is easy enough to find on the interweb. Do your research.

    Do you think it would be a good thing to be in debt servitude to BRICS ?

    .

    You seems to be a bit infatuated with the word "serviitude". Why is that?

    What do you think of the strong demand of other countries to invest in the USA?

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 37,111 ✭✭✭✭✭

    @Goldminers said:

    appears foreigners are the biggest suckers.

    Repetition of ignorance is ignorance raised to the power two.

  • derrybderryb Posts: 37,111 ✭✭✭✭✭

    @cohodk said:

    @dcarr said:

    @cohodk said:

    @jmski52 said:
    It doesn't take a genius to figure out that when a large group of countries decide to eschew buying US debt, that there will be a major impact upon the US bond market, the dollar as a world reserve currency, US inflation and gold prices.

    Doesn't take a genius to figure out a large group of folk love US debt...

    https://www.bloomberg.com/news/articles/2025-01-16/treasuries-death-spiral-risk-is-brushed-aside-by-foreign-funds

    .

    You think it is a good thing that the United States has so much debt and that other countries are willing to lend to us ?

    It shows they have great confidence blind faith in the USA.

    fixed it for ya

    Repetition of ignorance is ignorance raised to the power two.

  • dcarrdcarr Posts: 8,631 ✭✭✭✭✭
    edited January 16, 2025 5:46AM

    @cohodk said:

    @dcarr said:

    @cohodk said:

    @jmski52 said:
    It doesn't take a genius to figure out that when a large group of countries decide to eschew buying US debt, that there will be a major impact upon the US bond market, the dollar as a world reserve currency, US inflation and gold prices.

    Doesn't take a genius to figure out a large group of folk love US debt...

    https://www.bloomberg.com/news/articles/2025-01-16/treasuries-death-spiral-risk-is-brushed-aside-by-foreign-funds

    .

    You think it is a good thing that the United States has so much debt and that other countries are willing to lend to us ?

    It shows they have great confidence in the USA.

    How much of that debt is owned by the BRICS that you hate ?

    I don't hate Brics. Stop projecting. The answer is easy enough to find on the interweb. Do your research.

    Do you think it would be a good thing to be in debt servitude to BRICS ?

    .

    You seems to be a bit infatuated with the word "serviitude". Why is that?

    What do you think of the strong demand of other countries to invest in the USA?

    China is a large holder of US debt (although less than before). The United States is indebted to China. That is not a favorable situation for us with a world power struggle going on. But I suppose it does give us some leverage over them. If China does something we don't like, the Treasury Bonds that China holds could be declared worthless as a retaliation. Thus, one of the reasons that BRICS want more independence from the US financial realm. Has China divested enough US debt to invade Taiwan without caring if their remaining US bond holdings become worthless ? Maybe.

    Debt servitude is what "bankers" such as yourself want for everyone else.

    The Federal Reserve's number one goal has always been to maximize debt service payments. Above all else they want people to take on debt and service that debt to the greatest extent possible. Not quite slavery, but a type of servitude.

    I use the word "servitude". That is an accurate descriptor.
    You use the term "weak" all the time. The general American public is perhaps lazy and stupid, but not weak.

  • derrybderryb Posts: 37,111 ✭✭✭✭✭

    @dcarr said:

    Debt servitude is what "bankers" such as yourself want for everyone else.

    The Federal Reserve's number one goal has always been to maximize debt service payments. Above all else they want people to take on debt and service that debt to the greatest extent possible. Not quite slavery, but a type of servitude.

    I use the word "servitude". That is an accurate descriptor.
    You use the term "weak" all the time. The general American public is perhaps lazy and stupid, but not weak.

    Bingo, give the man a cigar

    Repetition of ignorance is ignorance raised to the power two.

  • jmski52jmski52 Posts: 22,975 ✭✭✭✭✭

    What do you think of the strong demand of other countries to invest in the USA?

    I think that capital flight from some countries has been partly responsible for keeping our real estate market and stock market afloat.

    The bond market is another story, and the Fed is going to run us into the ground with inflation of the debt and devaluation of the currency.

    End the Fed. There's got to be a better way than always being on the receiving end of a confidence game.

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • derrybderryb Posts: 37,111 ✭✭✭✭✭

    Stocks are at record highs because the money supply is at record highs. The trend will continue. You can't expect that much money to be spent at Walmart.

    Repetition of ignorance is ignorance raised to the power two.

  • blitzdudeblitzdude Posts: 6,087 ✭✭✭✭✭
    edited January 17, 2025 2:19AM

    @derryb said:
    Stocks are at record highs because the money supply is at record highs. The trend will continue. You can't expect that much money to be spent at Walmart.

    Either join the party or get left in the gutter. RGDS!

    The whole worlds off its rocker, buy Gold™.
    BOOMIN!™

  • cohodkcohodk Posts: 19,284 ✭✭✭✭✭

    @dcarr said:

    You use the term "weak" all the time. The general American public is perhaps lazy and stupid, but not weak.

    Laziness is lack of.motivation is weakness.

    Stupid is lack of desire to gain knowledge is weakness.

    Lack of personal responsibility is weakness.

    Looking for someone to "make it better" is weakness.

    Blaming others is weakness.

    Now how about a little read on how the global economic engine works. Read it...1x, 10x, 100x...until you get it.

    See below....

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • cohodkcohodk Posts: 19,284 ✭✭✭✭✭
    edited January 17, 2025 4:19AM
  • dcarrdcarr Posts: 8,631 ✭✭✭✭✭

    .

    If you have debt that you have to service, then you are in debt servitude. That is a simple fact.

    But that doesn't really apply to the Federal government when all the Federal debt is denominated in dollars and the Federal government can create dollars at will (although we all still pay for it via inflation).

    For everyone else, debt servitude is the modern accepted version of slavery.

    When you are in debt, your options for how you run your affairs become more limited.
    Slavery takes away all your options. So in that regard, they have some similarities.

    .

  • dcarrdcarr Posts: 8,631 ✭✭✭✭✭
    edited January 17, 2025 5:40AM

    @cohodk said:

    @dcarr said:

    You use the term "weak" all the time. The general American public is perhaps lazy and stupid, but not weak.

    Laziness is lack of.motivation is weakness.

    Stupid is lack of desire to gain knowledge is weakness.

    Lack of personal responsibility is weakness.

    Looking for someone to "make it better" is weakness.

    Blaming others is weakness.

    Now how about a little read on how the global economic engine works. Read it...1x, 10x, 100x...until you get it.

    See below....

    .

    You sure are fixated on being "weak",

    I will add this to your list of weaknesses:
    Hiding behind a mask and an anonymous keyboard.

    .

  • cohodkcohodk Posts: 19,284 ✭✭✭✭✭
    edited January 17, 2025 6:14AM

    @dcarr said:

    @cohodk said:

    @dcarr said:

    You use the term "weak" all the time. The general American public is perhaps lazy and stupid, but not weak.

    Laziness is lack of.motivation is weakness.

    Stupid is lack of desire to gain knowledge is weakness.

    Lack of personal responsibility is weakness.

    Looking for someone to "make it better" is weakness.

    Blaming others is weakness.

    Now how about a little read on how the global economic engine works. Read it...1x, 10x, 100x...until you get it.

    See below....

    .

    You sure are fixated on being "weak",

    I will add this to your list of weaknesses:
    Hiding behind a mask and an anonymous keyboard.

    .

    Yes...i am weak in that i continue to interact with you. But i have a soft spot you. I'm flattered with your attention.

    Btw--- that ain't a mask.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • cohodkcohodk Posts: 19,284 ✭✭✭✭✭
    edited January 17, 2025 6:13AM

    @dcarr said:

    .

    If you have debt that you have to service, then you are in debt servitude. That is a simple fact.

    But that doesn't really apply to the Federal government when all the Federal debt is denominated in dollars and the Federal government can create dollars at will (although we all still pay for it via inflation).

    For everyone else, debt servitude is the modern accepted version of slavery.

    When you are in debt, your options for how you run your affairs become more limited.
    Slavery takes away all your options. So in that regard, they have some similarities.

    .

    Using debt for consumption is weak....which is where your mind resides.

    Using debt for investment is strength...which you don't understand.

    Go back and reread those links again.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • jmski52jmski52 Posts: 22,975 ✭✭✭✭✭

    Bankers "create" money out of thin air via debt and lend it out for a stream of interest payments that you must work to pay off over time.

    At the same time, if you deposit money into the bank it is now considered a "loan" to the bank but you are last on the list of the bank's creditors if the bank mismanages its own affairs and declares bankruptcy.

    On one hand, you owe the bank, but you are dogmeat if the bank owes you.

    Using debt for investment is no different than using debt for consumption - in both cases you are placing a bet that you will be able to pay off the loan that was created out of thin air solely for the benefit of the bank.

    Nobody else in the world gets that kind of sweet deal. End the Fed.

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • cohodkcohodk Posts: 19,284 ✭✭✭✭✭
    edited January 17, 2025 8:35AM

    @jmski52 said:

    Using debt for investment is no different than using debt for consumption - in both cases you are placing a bet that you will be able to pay off the loan that was created out of thin air solely for the benefit of the bank.

    It is much different and that you don't understand it is why we go round and round and round.

    Nobody else in the world gets that kind of sweet deal. End the Fed

    You didn't read the links either.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • GoldFinger1969GoldFinger1969 Posts: 2,048 ✭✭✭✭✭
    edited January 17, 2025 12:10PM

    The track record of Gold Bugs and other Apocalpytic Warriors is horrible. Bill Parcells once said "You are what your record says you are."

    Those guys -- with their names, arguments, charts, and tables posted here -- have a TERRIBLE long-term track record and anybody hiring them would have fired them within 3-5 years for lousy performance.

    Which ultimately shows you their arguments and beliefs are irrelevant, even if they somehow turn out to be somewhat true in 2125. :D

  • dcarrdcarr Posts: 8,631 ✭✭✭✭✭

    @cohodk said:

    @dcarr said:

    .

    If you have debt that you have to service, then you are in debt servitude. That is a simple fact.

    But that doesn't really apply to the Federal government when all the Federal debt is denominated in dollars and the Federal government can create dollars at will (although we all still pay for it via inflation).

    For everyone else, debt servitude is the modern accepted version of slavery.

    When you are in debt, your options for how you run your affairs become more limited.
    Slavery takes away all your options. So in that regard, they have some similarities.

    .

    Using debt for consumption is weak....which is where your mind resides.

    Using debt for investment is strength...which you don't understand.

    Go back and reread those links again.

    .

    Tell us why we should take financial advice from a self-proclaimed "redneck hillbilly" ?
    Why should we believe that you know what you are writing about ?

    "Using debt for investment is strength"
    This sounds like it could have come from George Orwell's prophetic work "1984".

    When a private entity controls the value of money, they can make that debt-financed investment go bad.
    They have done it many times to take advantage. Too much of this "leverage" caused the boom of the 1920s and the subsequent bust of the early 1930s (and WW2).

    .

  • GoldminersGoldminers Posts: 4,185 ✭✭✭✭✭

    @cohodk said:

    @jmski52 said:

    Using debt for investment is no different than using debt for consumption - in both cases you are placing a bet that you will be able to pay off the loan that was created out of thin air solely for the benefit of the bank.

    It is much different and that you don't understand it is why we go round and round and round.

    Nobody else in the world gets that kind of sweet deal. End the Fed

    You didn't read the links either.

    I read your links, and they were informative.

  • derrybderryb Posts: 37,111 ✭✭✭✭✭
    edited January 17, 2025 8:40PM

    @cohodk said:

    Using debt for investment is strength...which you don't understand.

    only if that debt is not personal debt used to play the stock market or buy PMs.

    Repetition of ignorance is ignorance raised to the power two.

  • derrybderryb Posts: 37,111 ✭✭✭✭✭

    @GoldFinger1969 said:
    The track record of Gold Bugs and other Apocalpytic Warriors is horrible. Bill Parcells once said "You are what your record says you are."

    Those guys -- with their names, arguments, charts, and tables posted here -- have a TERRIBLE long-term track record and anybody hiring them would have fired them within 3-5 years for lousy performance.

    The long term record of anyone recommending gold has been proven correct.

    Repetition of ignorance is ignorance raised to the power two.

  • cohodkcohodk Posts: 19,284 ✭✭✭✭✭
    edited January 18, 2025 5:44AM

    @dcarr said:
    Why should we believe that you know what you are writing about ?

    If you said a heart attack can result from the blockage of blood to the heart should we be dismissive because you are an engineer?

    Now go back and read those.links again.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 37,111 ✭✭✭✭✭
    edited January 18, 2025 12:01PM

    @cohodk said:

    @dcarr said:
    Why should we believe that you know what you are writing about ?

    If you said a heart attack can result from the blockage of blood to the heart should we be dismissive because you are an engineer?

    Now go back and read those.links again.

    What we believe that is said on this forum is determined by how often it's source has been shown to be correct in the past. A simple matter of trust based on past performance.

    Repetition of ignorance is ignorance raised to the power two.

  • HigashiyamaHigashiyama Posts: 2,196 ✭✭✭✭✭

    Regarding past performance, @cohodk has been telling us for twenty years that we are not about to witness a collapse in the US economy. He has also pointed to the vitality of many regional economies across the US. He clearly recognizes that we are not without problems. I would say his track record is excellent.

    Higashiyama
  • HigashiyamaHigashiyama Posts: 2,196 ✭✭✭✭✭

    Regarding Coho's two links, they are worth reposting:

    https://www.investopedia.com/articles/investing/040115/reasons-why-china-buys-us-treasury-bonds.asp

    https://carnegieendowment.org/china-financial-markets/2019/05/china-cannot-weaponize-its-us-treasury-bonds?lang=en

    I would strongly recommend that others read them; it will require a good deal of effort, but effort that is well worth it.

    The Carnegie Endowment article (by Michael Pettis) is particularly interesting because it was written in May, 2019, and there is up to date data in the Investopedia article showing the evolution of things since then. Pettis explains very cogently why it would be hard for China to weaponize their US debt holdings. He lists the five paths China would need to follow to reduce these holdings. As shown in the Investopedia data, China has in fact significantly reduced their holdings subsequent to the Pettis article, from about $ 1100 billion to rough $ 775 billion at present. The Chinese have been prudent in pursuing this reduction, employing a mix of the five methods that Pettis refers to. As Pettis suggests, this reduction has probably been a bit painful for the Chinese economy. (though in my view, probably a good things for both China and the US)

    Higashiyama
  • derrybderryb Posts: 37,111 ✭✭✭✭✭
    edited January 18, 2025 2:40PM

    @Higashiyama said:
    Regarding past performance, @cohodk has been telling us for twenty years that we are not about to witness a collapse in the US economy. He has also pointed to the vitality of many regional economies across the US. He clearly recognizes that we are not without problems. I would say his track record is excellent.

    Yet many here, including myself, see and warn of the signs that we are headed for an economic collapse, far worse than what was averted by money printing since 2008. Will we see it? Yes, unless the reigns are pulled in on government spending and the FED printing that feeds their vicious hunger. Coho is looking at "now." I'm looking ahead. I hope and pray that the necessary changes are made but, having worked for and seen the inside operations of our federal government for over 30 years, I'm not counting on it; I'm preparing for it.

    As I have said many times here, gold's price is a direct reflection of faith in our currency and faith in those who control it. You should listen to what it is saying. It disagreeing with coho. I'm betting that gold is the one who is correct as are the many here who stack it.

    Repetition of ignorance is ignorance raised to the power two.

  • derrybderryb Posts: 37,111 ✭✭✭✭✭
    edited January 18, 2025 11:58AM

    @Higashiyama said:
    Regarding Coho's two links, they are worth reposting:

    https://www.investopedia.com/articles/investing/040115/reasons-why-china-buys-us-treasury-bonds.asp

    https://carnegieendowment.org/china-financial-markets/2019/05/china-cannot-weaponize-its-us-treasury-bonds?lang=en

    I would strongly recommend that others read them; it will require a good deal of effort, but effort that is well worth it.

    The Carnegie Endowment article (by Michael Pettis) is particularly interesting because it was written in May, 2019, and there is up to date data in the Investopedia article showing the evolution of things since then. Pettis explains very cogently why it would be hard for China to weaponize their US debt holdings. He lists the five paths China would need to follow to reduce these holdings. As shown in the Investopedia data, China has in fact significantly reduced their holdings subsequent to the Pettis article, from about $ 1100 billion to rough $ 775 billion at present. The Chinese have been prudent in pursuing this reduction, employing a mix of the five methods that Pettis refers to. As Pettis suggests, this reduction has probably been a bit painful for the Chinese economy. (though in my view, probably a good things for both China and the US)

    The dollar's fate does not rest on China weaponizing their US debt holdings. Continued sales of US debt to all the foreign suckers would support a delay in it's crash, but when they no longer buy the debt the US government will buy the debt itself with increased sales of bonds to US government agencies. Check out how much the Social Security funds already own. This action is nothing more than forcing taxpayers to buy the debt.

    The dollar's fate lies within, not with China and not with BRICs. Their actions to reduce holdings and to reduce purchases will hurt the dollar but the US will be responsible for the downfall of its currency.

    History has repeatedly showed us this result. Different this time? . . .

    Repetition of ignorance is ignorance raised to the power two.

  • HigashiyamaHigashiyama Posts: 2,196 ✭✭✭✭✭

    @derryb said "The dollar's fate lies within"

    I agree; and in spite of our amazing strengths, we have challenges that will take a generation or more to address.

    @derryb said "Yet many here, including myself, see and warn of the signs that we are headed for an economic collapse, far worse than what was averted by money printing since 2008."

    Barring a catastrophic war (which is not an impossibility), I think an economic collapse is very unlikely, given the diversity and resilience of the US economy. We could see a humiliating financial crisis that leads to a rapid restructuring of global institutions. (rather than the gradual one that is currently underway) Again, barring a devastating war, the US would likely emerge from this crisis as the leading (but probably not dominant) world economy. Even after such a crisis, it is not out of the question that the US, somewhat like Rome after the crisis of the 3rd century, would reemerge as the bedrock of stability in a rather perilous world. Suitably wizened, we might then last longer than Rome ...

    Higashiyama
  • dcarrdcarr Posts: 8,631 ✭✭✭✭✭
    edited January 18, 2025 4:08PM

    @Higashiyama said:
    Regarding Coho's two links, they are worth reposting:

    https://www.investopedia.com/articles/investing/040115/reasons-why-china-buys-us-treasury-bonds.asp

    https://carnegieendowment.org/china-financial-markets/2019/05/china-cannot-weaponize-its-us-treasury-bonds?lang=en

    I would strongly recommend that others read them; it will require a good deal of effort, but effort that is well worth it.

    The Carnegie Endowment article (by Michael Pettis) is particularly interesting because it was written in May, 2019, and there is up to date data in the Investopedia article showing the evolution of things since then. Pettis explains very cogently why it would be hard for China to weaponize their US debt holdings. He lists the five paths China would need to follow to reduce these holdings. As shown in the Investopedia data, China has in fact significantly reduced their holdings subsequent to the Pettis article, from about $ 1100 billion to rough $ 775 billion at present. The Chinese have been prudent in pursuing this reduction, employing a mix of the five methods that Pettis refers to. As Pettis suggests, this reduction has probably been a bit painful for the Chinese economy. (though in my view, probably a good things for both China and the US)

    .

    Just to clarify, I never wrote that China would "weaponize" their US Treasury Bond holdings. In fact, it is obvious why they would not want to do that, because it would devalue their remaining holdings. But if those holdings get down to a level where the Chinese might consider writing them off, then look out.

    .

  • dcarrdcarr Posts: 8,631 ✭✭✭✭✭
    edited January 18, 2025 4:30PM

    @cohodk said:

    @dcarr said:
    Why should we believe that you know what you are writing about ?

    If you said a heart attack can result from the blockage of blood to the heart should we be dismissive because you are an engineer?

    Now go back and read those.links again.

    .

    You know that I am an engineer because I am not hiding.

    You are a former investment "banker", correct ?
    Why do you hide that fact ?
    Could it be that you have a vested interest in keeping people in your game ?

    Stop being "weak" and state your credentials so that you can be taken more seriously (or not).

    .

  • derrybderryb Posts: 37,111 ✭✭✭✭✭

    Maybe he's an algorithm programmed to disagree

    Repetition of ignorance is ignorance raised to the power two.

  • jmski52jmski52 Posts: 22,975 ✭✭✭✭✭

    Most everything China does deliberate.

    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • GoldFinger1969GoldFinger1969 Posts: 2,048 ✭✭✭✭✭
    edited January 19, 2025 1:09PM

    Here's a real portfolio manager, currency trader, and foreign exchange expert (who is NOT an American) discussing why all this BRICs talk is nonsense.

    Karthik Sankaran recently spoke to BARRONs:

    Question: China and Saudi Arabia are attempting to use China’s renminbi instead of the dollar to settle some of their oil trade. That has led to some worry about the dollar’s role as the global reserve currency. Is that meaningful?

    Answer: At the margin, maybe. But the argument I’ve always made is that what matters isn’t what you settle trade in.

    The most important function of the dollar in the global financial system is not that it is the leading reserve asset. It’s the fact that it’s the leading nomination of cross-border debt, which is a private-sector thing. Is the renminbi a currency that can be used for large-scale issuance in deep, liquid markets by non-Chinese borrowers? We’re a very, very long way from that.

    The renminbi is nowhere near ready for prime time. That won’t change until you get a large amount of issuance in renminbi, including by non-Chinese issuers.

    The time to get excited isn’t when China and Brazil are trading in renminbi. It’s when Vale, the giant iron ore company, is issuing in renminbi. Then the Saudis, who are getting renminbi for the exports of oil to China, can buy something else that’s in renminbi that isn’t Chinese. That’s when it even starts to do some of the things that the dollar does in the world. And we’re nowhere near that.

  • cohodkcohodk Posts: 19,284 ✭✭✭✭✭

    @derryb said:

    As I have said many times here, gold's price is a direct reflection of faith in our currency and faith in those who control it. You should listen to what it is saying. It disagreeing with coho. I'm betting that gold is the one who is correct as are the many here who stack it.

    Coho hasn't said gold won't go higher. In fact, he's stated that it will increase in price just like a McDonalds hamburger or a bag of NPK.

    He has said that gold doesn't speak, talk, or have an opinion. It is not "the one", it just is.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 37,111 ✭✭✭✭✭

    @cohodk said:

    @derryb said:

    As I have said many times here, gold's price is a direct reflection of faith in our currency and faith in those who control it. You should listen to what it is saying. It disagreeing with coho. I'm betting that gold is the one who is correct as are the many here who stack it.

    Coho hasn't said gold won't go higher. In fact, he's stated that it will increase in price just like a McDonalds hamburger or a bag of NPK.

    He has said that gold doesn't speak, talk, or have an opinion. It is not "the one", it just is.

    And anyone who believes that prices do not "tell" us something about a market should limit they're buying to the grocery store.

    Repetition of ignorance is ignorance raised to the power two.

  • cohodkcohodk Posts: 19,284 ✭✭✭✭✭

    .> @derryb said:

    @cohodk said:

    @derryb said:

    As I have said many times here, gold's price is a direct reflection of faith in our currency and faith in those who control it. You should listen to what it is saying. It disagreeing with coho. I'm betting that gold is the one who is correct as are the many here who stack it.

    Coho hasn't said gold won't go higher. In fact, he's stated that it will increase in price just like a McDonalds hamburger or a bag of NPK.

    He has said that gold doesn't speak, talk, or have an opinion. It is not "the one", it just is.

    And anyone who believes that prices do not "tell" us something about a market should limit they're buying to the grocery store.

    What did gold "tell" us when it dropped from 1900 to 1000 a decade ago?

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 37,111 ✭✭✭✭✭

    @cohodk said:
    .> @derryb said:

    @cohodk said:

    @derryb said:

    As I have said many times here, gold's price is a direct reflection of faith in our currency and faith in those who control it. You should listen to what it is saying. It disagreeing with coho. I'm betting that gold is the one who is correct as are the many here who stack it.

    Coho hasn't said gold won't go higher. In fact, he's stated that it will increase in price just like a McDonalds hamburger or a bag of NPK.

    He has said that gold doesn't speak, talk, or have an opinion. It is not "the one", it just is.

    And anyone who believes that prices do not "tell" us something about a market should limit they're buying to the grocery store.

    What did gold "tell" us when it dropped from 1900 to 1000 a decade ago?

    It said "BUY" to those that were listening. Was it wrong?

    Repetition of ignorance is ignorance raised to the power two.

  • cohodkcohodk Posts: 19,284 ✭✭✭✭✭
    edited January 22, 2025 4:52PM

    @derryb said:

    And anyone who believes that prices do not "tell" us something about a market should limit they're buying to the grocery store.

    What did gold "tell" us when it dropped from 1900 to 1000 a decade ago?

    It said "BUY" to those that were listening. Was it wrong?

    I think it was saying.....help, I've fallen and can't get up. Please send a little bug, a bunch of clowns and $100 Trillion.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • derrybderryb Posts: 37,111 ✭✭✭✭✭

    @cohodk said:

    @derryb said:

    And anyone who believes that prices do not "tell" us something about a market should limit they're buying to the grocery store.

    What did gold "tell" us when it dropped from 1900 to 1000 a decade ago?

    It said "BUY" to those that were listening. Was it wrong?

    I think it was saying.....help, I've fallen and can't get up. Please send a little bug, a bunch of clowns and $100 Trillion.

    And you're saying "I don't know how to listen."

    Repetition of ignorance is ignorance raised to the power two.

  • derrybderryb Posts: 37,111 ✭✭✭✭✭

    How to Stop the BRICS Nations from Abandoning the Dollar

    "These nations have been driven to this extreme, time-consuming, and difficult project by clueless US leaders who have imposed sanctions on Russian assets (literally stealing them) and have denied Russia and other nations from using the SWIFT messaging system for trade settlement."

    In the future the US should refrain from pointing a loaded gun at its own foot.

    Repetition of ignorance is ignorance raised to the power two.

  • cohodkcohodk Posts: 19,284 ✭✭✭✭✭

    @derryb said:

    @cohodk said:

    @derryb said:

    And anyone who believes that prices do not "tell" us something about a market should limit they're buying to the grocery store.

    What did gold "tell" us when it dropped from 1900 to 1000 a decade ago?

    It said "BUY" to those that were listening. Was it wrong?

    I think it was saying.....help, I've fallen and can't get up. Please send a little bug, a bunch of clowns and $100 Trillion.

    And you're saying "I don't know how to listen."p

    Or i know how to see and think.

    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

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