Anze Kozjek @kozjekanze: "Why Trump wants to crash..."

Slovenia

Why Trump wants to crash a stock market? 📉 This year the US is facing a massive debt refinancing and it is obvious that Trump is doing everything he can to scare people out of equities and into bonds. $9.2 trillion of US debt will either mature or need to be refinanced, but with a current yield of 4,28% this would be very expensive. 📉 So he wants the yields to drop and the quickest way to lower rates ahead of this refinancing would be a recession. And, it looks like his cabinet and Elon are on board with his plan. Commerce Secretary Lutnick on March 6th said: "Stock market not driving outcomes for this admin." 🛢️Furthermore, President Trump's strategy has been to lower oil prices which are down more than 20% since he took office. Citigroup said oil prices falling to $53 would lower inflation to 2%. What would lower oil prices? A recession. Besides this, DOGE is cutting many jobs. In the last 4.5 years government jobs have risen by 2 million. Cutting all of these jobs sounds like a recessionary case. This is why I am currently staying on the sidelines, with about 1/3 of my portfolio in cash, waiting for a good entry point. My long-term positions remain open and I have never been more bullish on $BTC and $GOLD . $TSLA (Tesla Motors, Inc.) $SPX500 $SPY (State Street SPDR S&P 500 ETF) $GER40 $FRA40