Roberto Rios (Peruvian Bull)'s avatar
Roberto Rios (Peruvian Bull)
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A Roman Bull Head from 147 AD. finance & monetary economics. Link in bio for all my work
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peruvian_bull 9 months ago
Here’s the slide deck for the presentation last night: (Google drive PDF-click the link or scan the QR code) drive.google.com/file/d/145dWnd… image View quoted note →
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peruvian_bull 10 months ago
--. --- .-.. -.. / -- .- -.-- / -... . / .- / ... .... .. - / -.-. --- .. -. / -... ..- - / .. - / .. ... / -... . - - . .-. / - .... .- -. / ..-. .. .- - View quoted note →
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peruvian_bull 10 months ago
A lot of people said that they loved the subject of this podcast, the CIA’s Stargate Project and classified government research into psychic capabilities. Would you like more content like this? Even though it’s off the beaten path for my typical subject research? Gateway+ Psi Abilities, Frequencies, Religion/Spirituality, all of this is interesting to me but not sure if my followers want my take on it 🤔 View quoted note →
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peruvian_bull 10 months ago
the divide over the US stock + housing market is generational. the boomers see a market correction as the end of their retirement plans, while the millennials and Gen Z see it as bringing prices back down so they can afford houses and stocks. boomers should understand that helping Millenials + Gen Z is literally the key to the future of this country
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peruvian_bull 10 months ago
gold is cutting through resistance like toilet paper tonight!
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peruvian_bull 10 months ago
Gold is outperforming Bitcoin in the last year, which should surprise almost everyone.. But zoom out and it isn’t even close. Peter Schiff in shambles 😂
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peruvian_bull 10 months ago
$DXY is falling, and dollar bears celebrate, not knowing that a weaker dollar paradoxically actually strengthens the system. How? Here goes: -there's tons of dollar debt that exists in offshore markets known as the eurodollar system. exact figures on this are hard to parse apart, but it's easily in the hundreds of trillions of dollars if you include off-balance sheet assets. -the system started in the early to mid 1950s in the aftermath of WWII and the Marshall Plan. A UK Bank (Midland) began creating dollar deposits at high interest rates to attract capital. the market quickly grew to encompass all of Europe and then moved to Africa, Asia and Latam. By 1982, it was already at $1T in size (not adjusted for inflation!) -the dollar debt is created by foreign banks creating eurodollar loans to local entities like mining companies, oil producers, car manufacturers, etc. -these dollar liabilities are serviced with non-dollar income usually (meaning income in their local currency) that they have to swap into dollars to pay the debt -therefore, a lower DXY (weaker dollar) means that these debts are more serviceable, which allows corps to pay off debt and if they want acquire even MORE dollar debt -this means the debt system grows, and with it future demand for dollars- reinforcing the very system that the bears think is DYING. -as the dollar weakens it also is easier for these third world countries to use USD as a settlement mechanism, since their own domestic currency buys more USD comparatively -while the US does face a massive economic and fiscal crisis, so does everyone else- and the key differentiating factor is that the Dollar is the only currency with EXTERNAL DEMAND -this leads to TINA doctrine- There Is No Alternative. No other fiat can compete with the dollar as a payment mechanism. BRICs is a loose confederation of states that can barely agree on border disputes, much less ownership + management of a multi polar commodity backed currency! -if the dollar spikes, this leads to a crisis where more and more sovereigns see their currencies depreciate and in order to get their hands on dollars they have to print even more, which weakens their currency further -DXY soars upwards in a devastating feedback loop until dollar liquidity is restored. the Fed has shown its willingness to create dollar swap lines to bail out other global CBs -this is the devastating "dollar milkshake" that @SantiagoAuFund talks about. It is a feature, not a bug, of the structure of our current system- and it will only die if the entire system dies as well, which ironically inflicts more immediate pain on the countries trying to ditch the dollar first. image
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peruvian_bull 10 months ago
The 10Yr-2YR spread has been blowing out as well Uninverting rapidly image
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peruvian_bull 10 months ago
They’re gonna do more bailouts again, aren’t they? image
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peruvian_bull 10 months ago
the entire yield curve is blowing out 20YR just crossed 5% and 30 year is a hair’s breadth away image
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peruvian_bull 10 months ago
Nikkei 225 opens down 5%, now only 3% amid volatile trading Bloodbath on Monday morning incoming image
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peruvian_bull 10 months ago
Full list of all the tariffed countries and the rates US is charging now The US implemented universal 10% tariffs on everyone and higher on certain countries
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peruvian_bull 10 months ago
If you think that they’re going to stop shorting the stock just because they’re now buying Bitcoin you got another thing coming The shorts are way too underwater, they have nothing to lose by shorting even more