Over the past 5-6 years, the dominant investment dynamic has been simple binary: if there is enough dollar liquidity, go long the dollar, long gold, and long everything else for strong returns; if there is not enough dollar liquidity, own the dollar and gold but nothing else to preserve capital.
factualpending
Speaker
Luke GromanEvidence Quote
“as you look back over the last 5 to six years uh it's really just is there enough dollar liquidity or isn't there and if there isn't you own the dollar and you own gold and you don't own anything else”
Source
Luke Gromen: Expect Market Turbulence Ahead Due To Tightening Liquidity— Adam Taggart | Thoughtful Money®Created: 8/12/2026, 10:19:56 PM
My Notes
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