US public debt

US stock market analysisTrade WarJapanUS economyWarren Buffett1. IMPORTANT WEEKLY ANALYSISThe FedUnemploymentGoldUS debt crisisINVESTMENT PORTFOLIOCentral BanksGermanyThe Federal ReserveUS public debtWEEKLY MARKET RECAPUS Job MarketUS deficitWorld EconomyS&P 500tradingSilverDebt
US debt crisisUS debt crisis
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⚠️No one will benefit more from lower rates than the US government

⚠️No one will benefit more from lower rates than the US government

Interest expense on US public debt has never been bigger

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Global Markets Investor
US debt crisisUS debt crisis
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⚠️The US budget deficit rose sharply in July

⚠️The US budget deficit rose sharply in July

The US Treasury is running the third-largest budget gap in history

Global Markets Investor
Global Markets Investor
GoldGold
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📉Fiat money is in an eternal bear market.

📉Fiat money is in an eternal bear market.

Currency debasement is not a bug — it’s a feature of the fiat system.

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+3+3
⚠️CHART OF THE WEEK: Is China dumping US Treasuries?

⚠️CHART OF THE WEEK: Is China dumping US Treasuries?

China saw its Treasury holdings decline to the lowest in 16 years.

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
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The US Dollar remains the world’s most liquid and trusted currency

The US Dollar remains the world’s most liquid and trusted currency

The US Dollar dominates global finance

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Global Markets Investor
US debt crisisUS debt crisis
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⚠️The US government is running one of the largest deficits in history

⚠️The US government is running one of the largest deficits in history

This is despite a budget surplus recorded in June 2025

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+3+3
🚨Japan and the US long-term government bond yields are rising again

🚨Japan and the US long-term government bond yields are rising again

Investors should continuously watch the US and the Japanese bond markets

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
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⚠️The US debt crisis is set to get even worse

⚠️The US debt crisis is set to get even worse

The US budget deficit could hit as much as ~8.0% under the new bill

Global Markets Investor
Global Markets Investor
US economyUS economy
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⚠️CHART OF THE WEEK: China's official holdings of US Treasuries dropped to the lowest in 16 years

⚠️CHART OF THE WEEK: China's official holdings of US Treasuries dropped to the lowest in 16 years

However, China is likely owning $300-$700 billion through Belgium and Luxembourg.

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+2+2
⚠️The US budget deficit remains historically elevated

⚠️The US budget deficit remains historically elevated

The US government is running the third-highest budget deficit ever

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+2+2
🚨US Treasury is supporting the bond market

🚨US Treasury is supporting the bond market

Treasury debt buybacks are trending upward

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
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🚨The US Dollar and Treasury yields relationship has broken down

🚨The US Dollar and Treasury yields relationship has broken down

The way of investing has materially changed this year

Global Markets Investor
Global Markets Investor