Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Personal Finance / Macroeconomic Trends & Risks
Unthreaded | Threaded | Whole Thread (5) |
Author: UpNorthJoe   😊 😞
Number: of 4460 
Subject: Re: Falling USD - pros and cons
Date: 01/29/26 10:01 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 13
"But if real money – actual USDs, physical gold and silver -- as opposed to asset prices that are buoyed by a flood of debt –- continue to signal a breakdown of confidence in the USD there could be a Macroeconomic trend shift all over the world"
-----------------

I am the furthest thing from a monetary-policy expert.

The US$ has been considered a safe haven, possibly due to the rule of law practiced in the USA. It was considered a sure thing that anybody could invest in US Markets and not have their assets seized, and not have any contract unlawfully terminated. If not a sure thing, then an extremely low risk.

The US benefited greatly from being the de facto "world's safe haven" currency. US taxpayers collectively pay only a fraction of the tax dollars spent by the government, the rest is borrowed, and rolled over into new borrowings, year after year after year. IMO, the rest of the world would be insane to not demand more US$'s for any goods or services they sell to us.

Couple that with the current administration breaking trade agreements on a whim, and the rest of the world really has no logical reason to not look elsewhere for trade partners. It seems like the rest of the world could figure out a way to not feel that they have to buy US Treasuries. And for all of the Country's we are alienating, that could be a good strategy to severely weaken the USA. If interest rates on US T's have to rise to attract buyers, that burden could/would cause a chain of events that none of us really want to experience.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to UpNorthJoe here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 4,454 posts about Macroeconomic Trends & Risks. The article-length ones it recommended most:
AI Tarpits · 36 recs · 2026
End of an era - profit slowdown · 36 recs · 2023
Control Panel: Trend changes in 2026 · 34 recs · 2026
From the Oregon Bay Area (a blogger) · 33 recs · 2025
Lerner Symmetry Theorem · 32 recs · 2025
Unthreaded | Threaded | Whole Thread (5) |


Announcements
Macroeconomic Trends & Risks FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Macro | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community