“This idea that you can break trade, & not break the capital flow side, is a fantasy”… “If the dollar depreciates by 30%, what is the return on your investment in the US? Everybody is doing the math.” Sustainable turning point for international stocks? $$ has to go somewhere.
From X

Disclaimer: The above content reflects only the author's opinion and does not represent any stance of CoinNX, nor does it constitute any investment advice related to CoinNX.