Gold wins in both dollar tightening and dollar loosening scenarios: in tightening, it wins because rising rates create questions about US solvency; in loosening, it wins because the Fed will have to print money rather than allow rates to spike and bankrupt the government.

causalpending

Speaker

Luke Groman

Evidence Quote

the US debt load is so high that as the treasury market sells off it begins to raise questions about the solvency...the US government's never going to go broke uh they own the debt in their own currency yes which is exactly why gold should go up

Source

Luke Gromen: Expect Market Turbulence Ahead Due To Tightening LiquidityAdam Taggart | Thoughtful Money®
Created: 8/12/2026, 10:19:56 PM

My Notes

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