There is NO Dedollarization. There is NO Inflation. What IS happening – is a Hype about Dedollarization and Inflation.
Agree! Unpopular opinion: the ONLY place to be long-term is US Treasury Bonds. Literally every other asset class is a hype-fuelled bubble. — Cristian (@6ris7ian) January 30, 2026 🚨Commodity prices are tanking. What happened? pic.twitter.com/xNCJC8wS5Q — Jesse Cohen (@JesseCohenInv) January 30, 2026