11/26/24 Dollar Strength Offers First Swift Kick

PLEASE REFER TO THE HEDGE AND TRADE STRATEGY PAGE FOR UPDATES!! DJTs rejection of globalization and free trade policy, soon will be replaced by an “America First” trade and foreign policy, is not a threat or a negotiation ploy. It is real and about to be implemented in 2025. The world relationship as we have come to know it, post WWII, is about to undergo a material change. The opportunity that the US has given geopolitical allies to ride on our coattails as equal partners is over. The opportunity for allies to roll forward in the US orbit and be protected by the US policing the world order is over. This relationship was not one-sided as the US received great benefits as well. The US is the center of the world economy and without access to our markets or our security pledge to include trade partners under our umbrella of protection, it is about to undergo changes that will reorder the world trade-wise. It will geopolitically fragment into smaller zones of influence and self-interest. DJT is going to create an America First and foremost entity and will sell the benefits of the American alliance going forward to former and new…