yield curve part II. king dollar's deflationary sledgehammer

when the herd stampedes for the door, theyre more likely to move toward cash and equivs. im expecting both from the effects of global devaluation/deflation, interest rate differentials, and overall safe haven. we're now in a lower liquidity environment, like any asset when you constrain supply demand is like to increase and price will follow. much like the 80's the dollar's run will go unchecked til a "plaza accord type setting" post plaza accord setting, dalio's bet on a chinese bubble is the path ahead til then. get ready to see the dollar do some wild things