Michael Nicoletos

RT @MichaelAArouet: If it wasn’t so sad, it would be quite funny https://t.co/pINzQRrKjG

RT @SantiagoAuFund: I can't respond directly bc I'm blocked. but I'm curious why all that gold is flowing to the US when i was told repeate…

RT @RaoulGMI: I know many of you want to see the updated version of the BTC vs Global M2 chart. Here it is... just a very small part of the…

RT @TonyNashNerd: Why wasn't it a "Dollar Crisis!" when Biden was in office??? https://t.co/VNCCpCytiP

It appears the U.S. has once again raised tariffs on China. Whether or not this is officially confirmed, there’s an important point that needs clarification: China is not selling U.S. Treasuries to weaponize its position against the U.S. (even if doing so adds pressure). The reality is more pragmatic: China is facing a shortage of U.S. dollars. As the U.S. tightens access to its capital markets, China is being forced to impose stricter capital controls and seek alternative sources of dollar liquidity. Currently, China holds approximately $750 billion in U.S. Treasuries - just about 2% of America’s total national debt, which stands at $36.5 trillion. If China is reducing its holdings, it’s less a strategic choice and more a necessity. At the same time, the Federal Reserve’s balance sheet has declined from $9 trillion to $6.3 trillion due to QT. This means the Fed could absorb China’s selling (through QE) without approaching the peak seen during the COVID era. The potential consequence? A weaker U.S. dollar - a scenario that President Trump has publicly supported from the beginning.

RT @mnicoletos: @kashyap286 I’m not sure what prompted your tone today, but I’d like to offer a few observations regarding your thread on B…

RT @SantiagoAuFund: The world can absolutely dedollarize. The world can absolutely NOT dedollarize without a significant amount of pain.…

Favorite place in Greece https://t.co/KudZDjICaR

RT @BaldingsWorld: One of the most striking aspects of the recent events is the primary criticism is "Trump is stupid". Tell you what I wil…

What do you think happens, if you are a large US hedge fund, funded mostly by Chinese money, in the current market reality?

Chinese firms use US capital markets to raise billions in USD, dodge audits, and send cash home. US firms in China are stuck with tight government controls, profit traps, the inability to take their money out of China, and IP handouts. Fair? This is about to change!

As the U.S. and Europe move toward a more integrated and efficient trade relationship, a critical question looms: how will Europe manage its ties with China? It’s becoming increasingly clear that the U.S. will not accept Europe serving as a conduit for Chinese access to Western markets.

RT @BillAckman: Time is not China’s friend. Every U.S. company that sources products in China is in the process of finding alternative su…

RT @SantiagoAuFund: "except for China" tells you everything you need to know...

Occam's razor

We’re not witnessing a trade war anymore - we’re watching the U.S. shutting down China’s Capital Account

RT @RaoulGMI: https://t.co/GamhBI3ik4

2024 - China exports to the United States = $463bn 2024 - US exports to China = $144bn Take a wild guess who gets affected more by tariffs.