14/08/2018/17:50CET

As you guys may know, I look closely at traditional markets and macro economics together with crypto.
I thought I would share this story with you...

Forget about Turkey! Asia is the elephant in the room

This piece is a little technical but if you can wrap your head around this problem, then we are fucked!

So much for the omnipotent high priests of economics. They didn't see this clusterfuck coming as they bailed out their hungover friends with an ocean of booze.

so...

If the US continues to tighten, i.e. remove USD from global circulation,
we will have a EM market disaster

If the US stops tightening, i.e. back to the printing press for the fed,
then the USD value will evaporate in a fizzle of hyperinflation.

Pick your poison!