Institutional investors have rarely ever been this bearish on the US Dollar: US Dollar net exposure by global fund managers is down to -35 points, the lowest in at least 14 years
byu/RobertBartus inEconomyCharts
This is insane…
US Dollar share of global reserve currency has fallen to its lowest levels this century.
It’s literally unprecedented. pic.twitter.com/ifVcg8OZuc
— Andrew Lokenauth | TheFinanceNewsletter.com (@FluentInFinance) January 25, 2026
⚠️The US Dollar's role in global reserves is FALLING:
USD share in global currency reserves dropped to ~40%, the lowest in at least 25 years.
This is down from ~58% a decade ago.
During the same period, gold’s share has risen from 16% to 28%, the highest since the 1990s.
Gold… pic.twitter.com/bg4ft7ngU8
— Global Markets Investor (@GlobalMktObserv) February 16, 2026
Ray Dalio just warned us…
"The monetary system is ending."
Banks aren't buying Gold for profit. They're buying to escape the Dollar. The great reset is here.
There is no ceiling for Gold because there is no floor for fiat currency.
Most people have no idea what's coming. pic.twitter.com/A2GjOexSf7
— Bark (@barkmeta) January 28, 2026
The National Debt just topped $38.7 trillion. That’s an increase of $2.6 trillion since Trump took office just over a year ago, on Jan. 20, 2025. If Biden’s deficit spending caused high inflation during his term, why won’t Trump’s larger deficits have the same effect during his?
— Peter Schiff (@PeterSchiff) February 19, 2026
Congressional Budget Office projects $24 trillion in deficits through 2036
The Congressional Budget Office just released its annual long-term budget outlook. And, as usual, the numbers are grim.
Also as usual, practically no one in Congress is paying attention.
America’s elected representatives are focused on everything else— virtue signaling, trying to keep illegal immigrants in the country, launching lawsuits against government spending cuts, and generally pretending the country isn’t hemorrhaging cash.
The entire institution is ignoring what is easily the most important issue facing the United States.
America’s future debt crisis is no longer a doom and gloom prediction. It’s arithmetic. And the CBO explains it all very clearly.
According to the CBO, the federal government will spend $7.4 trillion this fiscal year 2026… while collecting only $5.6 trillion in revenue. That’s yet another $1.8 trillion deficit this year.
They further project that annual deficits will exceed $3 trillion by the mid-2030s… and that the cumulative deficit over the next decade will reach a combined total of $24.4 trillion. That’s completely insane.