Lastly, the USD has lost 40% of its purchasing power in 10 years. As long as deficit spending and inflation continue, this trend will accelerate. As we have warned for 2+ years: own assets or be left behind. Follow us @KobeissiLetter for real time analysis as this develops. ht
Why now
Thesis: Currency debasement narrative favors real assets
Catalyst to watch: Deficit spending and inflation data
Main risk: Dollar strength could reverse the trend
Why it matters
Dollar purchasing power erosion from deficit spending and inflation supports hard assets over cash long term.
Details
Lastly, the USD has lost 40% of its purchasing power in 10 years. As long as deficit spending and inflation continue, this trend will accelerate. As we have warned for 2+ years: own assets or be left behind. Follow us @KobeissiLetter for real time analysis as this develops. https://t.co/40ZUzXeZVh
Related assets & topics
InflationDollarGoldBitcoinSources
- x · 2026-09-24 23:54 UTC