Data Update 3 for 2026: The Trust Deficit - Bonds, Currencies, Gold and Bitcoin!

Data Update 3 for 2026: The Trust Deficit - Bonds, Currencies, Gold and Bitcoin! 图片 1

In my last post, I talked about the disconnect between the bad news stories that we were reading and the solid performance of US equities during 2025. In this one, I want to focus specifically on four news stories from last year - the US announcement of punitive tariffs on the rest of the world, the downgrade of the US, the longest shutdown...

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