CHINA MADE EVERYTHING CHEAP FOR 20 YEARS. THAT ERA IS OVER: The U.S. wants to divorce its largest supplier, reshore manufacturing & complete the A.I. buildout at same time. What can go wrong?

Gary Bohm @GaryBohm5 ·
CHINA MADE EVERYTHING CHEAP FOR 20 YEARS. THAT ERA IS OVER: The U.S. wants to divorce its largest s…

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  1. #1

    U.S. ADDS $1.1 TRILLION TO THE DEBT IN 4 MONTHS: October Alone Produced a $404 Billion Deficit. Deficits now on a $3-4T run-rate on >$5.5T revenues. Pain is coming soon to deal…

    Gary Bohm @GaryBohm5 ·
    U.S. ADDS $1.1 TRILLION TO THE DEBT IN 4 MONTHS: October Alone Produced a $404…
  2. #2

    GOLD ETFs ARE HIGHER THAN FEB 2025 LEVELS WHILE THE PRICE SITS AT YEARLY LOWS: ETFs, Central Banks and China Continue to stongly buy in 2026. Who is selling and which camp will be…

    Gary Bohm @GaryBohm5 ·
    GOLD ETFs ARE HIGHER THAN FEB 2025 LEVELS WHILE THE PRICE SITS AT YEARLY LOWS:…
  3. #3

    A VERY STRONG & RISING DOLLAR HAS BEEN PUSHING GOLD AND SILVER LOWER IN 2026: Japan is about to strengthen the Yen, which will weaken the DXY & that will lift the metal pr…

    Gary Bohm @GaryBohm5 ·
    A VERY STRONG & RISING DOLLAR HAS BEEN PUSHING GOLD AND SILVER LOWER IN 202…
  4. #4

    2 HISTORIC BUBBLES - THE A.I. TRADE & U.S. TREASURY’S - ARE NEARING THEIR LIMITS: Gold sits outside both and has 0 counterparty risk. When they finally pop, which way do you b…

    Gary Bohm @GaryBohm5 ·
    2 HISTORIC BUBBLES - THE A.I. TRADE & U.S. TREASURY’S - ARE NEARING THEIR L…
  5. #5

    THE 10-YEAR JUST HIT 5%. GOLD WINS WHETHER THEY HIKE OR CUT: 66 months above target inflation meets a yield spike equals a blown out deficit. Hike or cut and gold wins either way!

    Gary Bohm @GaryBohm5 ·
    THE 10-YEAR JUST HIT 5%. GOLD WINS WHETHER THEY HIKE OR CUT: 66 months above ta…
  6. #6

    MORTGAGE DEMAND BACK AT 1995 LEVELS: Sellers starting to cut prices as refinance cash-outs dries up. Consumer options to remain solvent are shrinking! (H/T Nick Gerli for chart)

    Gary Bohm @GaryBohm5 ·
    MORTGAGE DEMAND BACK AT 1995 LEVELS: Sellers starting to cut prices as refinanc…

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