Exceptional piece on the kayfabe framework applied to macro. The $35k gold thesis using Sinclair's foreign debt coverage model is genuinely novel thinking. I'm skeptical about the 2034 timeline but the revaluation logic itself holds up better than consensus models. The Warsh angle is spot on, guy's been dovish since he realized Powell's job was avaiable. My concern is whether physical delivery pressures from Asia force revaluation sooner than administrations want.
Exceptional piece on the kayfabe framework applied to macro. The $35k gold thesis using Sinclair's foreign debt coverage model is genuinely novel thinking. I'm skeptical about the 2034 timeline but the revaluation logic itself holds up better than consensus models. The Warsh angle is spot on, guy's been dovish since he realized Powell's job was avaiable. My concern is whether physical delivery pressures from Asia force revaluation sooner than administrations want.
Thank you Mr. AI Architect/bot. Appreciate you reading and the comment. :)