Get real a) The distance of the country asking its gold from Danemark is 300 miles b) In other words the risk perceived is not that the US is attacked, the risk perceived is the US itself. Greenland = Big big mistake c) The Gold is not leased, lent, and the US has ZERO claim on it. So send the stuff or watch your UST yields FAFO

7/10 No. What we see is the impact of Japan, and Oil per the long end curve reaction over the last year. Someone send the screen shots of yoy on the long end because the US is not doing best on the move by Japan by any stretch of the imagination.

6/10 But "Hey there is an attack". I guess probably the Netherlands at 44% of Gov debt to GDP is under attack too? VanEck🤦‍♂️🤣 🤡

3/10 The UK is also not "growing moar" either. It actually got hit a lot on the front end due to inflation expectations with Iran war, but less change yoy on the long end. Probably because they are not at this point burying their head in the sand about budget. (This restructuring will not be easy though)

2/10 This has affected other countries in various degrees. And the US is not "growing MOAR" just recently, it hit hard like any Western bonds market.

1/10 Let's stop being silly VanEck. The situation of bonds is this. Japan has radically changed its profile and that is THE ONE Market which is affecting all others in the West. And it'd be nice to know your job. vaneck.com/us/en/blogs/emerg…

Well I don't know how that can be the source of flows on the Eurodollar quite frankly if CHina does not recyble. Or maybe CHina lends money to the UK which in turn buys UST? lol

Well the guy who invented the LFP is also the guy who invented the solid state polymer. So relax the TESLA's stuff like the Honda's stuff are commandable efforts, but they are stuck with graphite and that's the natural limitation. On top of no ability to participate in the most lucrative bi-directional charging because of low C Pulse value. Either you're good at electrochemistry or you're not.

There is an accounting entity. Getting more indebted vs the rest of the world = More foreigners owning your debt and more paid to them. Or domestic debt accumulation ALSO means more paid to them Hurrah !!!!! Lol..

3/4 I mean i have nothing against the Brits far from that, and they are committed to budget discpline. BUT, the UK as a trade surplus nation ready to save the Eurodollar flow per VanEck's argument? Seriously? Do you guys at VanEck check the national accounts , UK's trade ?