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06:14LONG
“Korea is doing incredibly well. Obviously, the market's incredibly volatile, but the underlying economy is benefiting from this and consumers are bending from it because there's a lot of wealth being ”
@Monetary Matters · The Monetary Matters Network
AI hardware spending is supercharging supply chain economies, making South Korea a prime target since chipmakers comprise 45% of its market.
EWYLONG@ $163.69
$157.31-3.90%
since call Jul 26
peak +2.2%
“Korea's a beneficiary. Taiwan's a beneficiary. You know, I I won't run through them all. There are certain countries, you know, that are part of the whole supply chain for this huge boom that are bene”
@Monetary Matters · The Monetary Matters Network
Taiwan's booming AI export demand drove a 14.6% GDP surge, cementing the country as the ultimate winner of the global tech spending boom.
EWTLONG@ $99.27
$96.76-2.52%
since call Jul 26
23:24SHORT
“I think that we will potentially start to we already see quite high longer end yields. But, you know, those could keep marching higher. And the danger is because interest payments as a percent of reve”
@Monetary Matters · The Monetary Matters Network
Investors will dump government bonds as US interest payments hit $270 billion a quarter and spark a vicious cycle of rising yields and borrowing costs.
TLTSHORT@ $85.57
$81.38+4.90%
since call Jul 26
peak +4.9%
“So, if it looks as if the US is being more fiscally irresponsible than other major economies, then you see the dollar weaken. So, yeah, my view is if things don't change, we will see more medium-term ”
@Monetary Matters · The Monetary Matters Network
The US dollar bleeds value as America prints unchecked 6% to 8% fiscal deficits while European nations actively slash their own budgets.
UUPSHORT@ $28.73
$27.63+3.81%
since call Jul 26
peak +3.8%
TIMESTAMPS
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