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The Dollar Endgame

Roberto Rios
Hundreds of paid subscribers

Our current monetary system is dying.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues167Founded3 years agoLast Issue11 days ago
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Latest Issues

Panic of the Yen

Is Tokyo really about to blow up the global carry trade, or did a few hundred thousand traders just get played by an anonymous account with a flair for the dramatic?

Sometime on July 6th, an account going by Yuto posted four lines in Japan...

11 days ago
16
Paid

The Safe Room

China’s property crisis has not stabilized. The developers were just the first domino.

It’s been a while since I wrote about the ongoing Chinese real estate crisis. The situation has only gotten worse.

17 days ago
18
1
Paid

The Impossible Trinity

There’s a concept in international economics called the Impossible Trinity. You can’t simultaneously maintain a fixed exchange rate, free capital flows, and an independent monetary policy. Pick two, but the third one breaks.

Japan has bee...

23 days ago
17

The Hollow Truce

Oil gave back the entire war premium. And the yen spent the same week sliding toward a 40-year low. The story continues to worsen for the Japanese.

On Wednesday, Donald Trump signed a fourteen-point memorandum of understanding with Iran at...

a month ago
17
Paid

The Mirage

Pull up any financial terminal right now and you’ll see green. The S&P 500 was up 1.53% yesterday. The Nasdaq surged past 2%. Oil is falling.

Trump posted a Truth Social over the weekend announcing a “tentative peace deal” with Iran, and b...

a month ago
23
2

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Authors

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  • Roberto Rios

    former fintech analyst at Carta, Inc. castizo blood. writing on finance & monetary economics. the Dollar Endgame approaches.

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