If I was China & wanted to retaliate for US actions in recent weeks, I'd... a) Strengthen CNY <check> b) Put "dual use" export ban on Chinese goods to Japan <check> China =Japan's largest import partner; driving up Japan import inflation will hurt JGB's...then USTs, gilts, etc https://t.co/LyR3MbBiR1
Original source ↗  |  January 20, 2026 at 14:01 UTC  |  Twitter - @lukegromen

IDEA 2 TICKER: BEEPLEGIGACHAD (NFT) DIRECTION: long THESIS: Raoul Pal believes these NFTs will become iconic and valuable, similar to Warhol's Marilyn series, making them a stupendous investment. SPEAKER: @raoulgmi TIMEFRAME: long-term

IDEA 5 TICKER: XAU (Gold) DIRECTION: long THESIS: Rising 10y UST yields despite mixed Fed signals suggests debt devaluation is coming, which Gold is starting to discount and could benefit from. SPEAKER: @lukegromen TIMEFRAME: medium-term

IDEA 16 TICKER: NFT (Diewiththemostlikes "negotiations with the abyss, vol

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