Send us a text What if the cleanest read on market risk isn’t a sentiment index but the dollar itself? We connect the dots from DXY’s slide and rebound to the invisible gears of Eurodollar credit, showing how collateral breathes through trade invoices, repos, and leverage, and how that breath has begun to shorten. From port softness and a reported 17% drop in trucking volumes to tighter haircuts and slower factoring, we map the quiet contraction that can force risk assets to pay a toll in the...
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Send us a text What if the cleanest read on market risk isn’t a sentiment index but the dollar itself? We connect the dots from DXY’s slide and rebound to the invisible gears of Eurodollar credit, showing how collateral breathes through trade invoices, repos, and leverage, and how that breath has begun to shorten. From port softness and a reported 17% drop in trucking volumes to tighter haircuts and slower factoring, we map the quiet contraction that can force risk assets to pay a toll in the...
The Quantum Crisis: Gold, China, and the Trust Deficit in Markets
The ACID Capitalist Podcast
1 hour 28 minutes
2 weeks ago
The Quantum Crisis: Gold, China, and the Trust Deficit in Markets
Send us a text Perhaps the best, most revealing of this daily series. This is macro analysis as cabaret. The Japanese call it, rakugoka (落語家), a man in kimono, I have no kimono, seated on a cushion performing poignant financial monologues. The entire performance relies on market imagination. If in a hurry, skip the first 15 to 30 mins. You can't miss what follows. American housing flickers, Kansas manufacturing hums, and in Asia the monetary plumbing begins to shake. I explo...
The ACID Capitalist Podcast
Send us a text What if the cleanest read on market risk isn’t a sentiment index but the dollar itself? We connect the dots from DXY’s slide and rebound to the invisible gears of Eurodollar credit, showing how collateral breathes through trade invoices, repos, and leverage, and how that breath has begun to shorten. From port softness and a reported 17% drop in trucking volumes to tighter haircuts and slower factoring, we map the quiet contraction that can force risk assets to pay a toll in the...
