• Re: SELL AMERICA

    From =?UTF-8?Q?Pelle_Svansl=C3=B6s?=@pelle@svans.los to rec.sport.tennis on Mon Feb 2 09:31:43 2026
    From Newsgroup: rec.sport.tennis

    On 2.2.2026 3.05, Sawfish wrote:
    On 2/1/26 4:59 PM, Scall5 wrote:
    On 1/21/2026 12:48 PM, TT wrote:
    Sawfish kirjoitti 21.1.2026 klo 18.39:
    On 1/21/26 2:45 AM, TT wrote:
    TT kirjoitti 20.1.2026 klo 17.16:
    Treasury prices tumble and gold spikes as globe flees U.S. assets

    -The rCysell AmericarCO trade is in full swing Tuesday morning.

    -President Donald TrumprCOs latest threats around Greenland pushed >>>>>> global investors to shift exposure away from U.S.-centric
    investments.

    -The U.S. dollar index headed for its biggest decline since last
    April.
    Prices for 10-year Treasuries and 30-year Treasuries tumbled,
    sending yields spiking.

    The rCLsell AmericarCY trade is in full swing Tuesday morning after >>>>>> President Donald Trump and European leaders escalated tensions
    over Greenland.

    U.S. bond prices tumbled, sending yields spiking. The U.S. Dollar >>>>>> Index
    , which weighs the greenback against a basket of six foreign
    currencies, fell nearly 1% on Tuesday. The euro jumped 0.7%
    against the dollar.

    rCLThis is rCysell AmericarCO again within a much broader global risk >>>>>> off,rCY Krishna Guha, head of global policy and central banking
    strategy at Evercore ISI, wrote in a note to clients.

    https://www.cnbc.com/2026/01/20/sell-america-trade-dollar-
    treasury- gold- us-trump-greenland.html

    -

    Perhaps I should sell my bond funds, that include US treasuries,
    as well. They're worth crap, really.


    US debt is not really a good deal for non-US investors... I get
    same yearly interest as money market funds in Europe, 2% - because
    of the hedging costs. +- duration risk up or down, aka movement of
    US interest rates.

    Should have bought gold more. But good that I bought at least
    something. A thousand times more sensible investment than crypto,
    that's for certain.

    Gold has still solid drivers to keep on appreciating in value,
    mainly central bank buying, ever-increasing debt & possible de-
    dollarization. Not to forget Trump caused constant uncertainty. All >>>>> the "experts" said recently end of last year that it will be USD 5k >>>>> end of 2026 - which I thought was way too tentative - it's nearly
    there already at 4860 at the time of writing. I think maybe 6k end
    of 2026, maybe even more... who knows...

    Also, as central banks go, the "high price" is not an issue.
    They're not buying fractional coins at shoelace budget as random
    doomsday prepper would.

    -

    Meanwhile:

    https://www.cnbc.com/2026/01/21/bessent-davos-denmark-greenland-
    treasuries.html

    ..."Scott Bessent says U.S. is unconcerned by Treasury sell-off
    over Greenland, calls Denmark rCyirrelevantrCO". Strange way to talk >>>>> about allies. *Nasty* aggressive homo.

    Nasty and aggressive I can tolerate, but that's where I draw the
    line...


    :-)


    It's rather amazing in 2016~2020 Trump kept touting the rise of USA
    equities; and from 2024 until now, he quickly dismisses it saying he
    is looking long term.

    I'm not following, Scall.

    Let me give you an idea of where I'm coming from.

    Any observation made at a certain point in time relates to circumstances
    in force at that time. Later, those circumstances may/may not prevail,
    and if they don't, then it would seem incorrect to stick with the same observation made earlier.

    Trump touted the indices as a benchmark on how well he did during season
    one. When stocks hit new heights during Biden, he adopted the "stocks
    only benefit the few" line.

    What's the difference in "observations made at a certain point in time relating to circumstances"? What Trump thinks looks good on him on TV.
    Nothing else.

    Did this have to be elaborated?
    --
    "And off they went, from here to there,
    The bear, the bear, and the maiden fair"
    -- Traditional
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