It's impressive how accurate this call from Howell was, and in contrast at the time to a majority who disagreed. Equities and crypto have gone nowhere good since Q4 and it isn't just the war- they were going nowhere before it began. War just made it worse.

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@TXMCtrades
12-31
Michael Howell says the US liquidity cycle has peaked and expects 2026 to be a down year for US liquidity but a potential up year for Chinese liquidity. In his estimation these will combine to produce a stronger US dollar, flatter yield curves, and defensive and commodity

It hasn't stopped him buying Bitcoin tho, and neither should it stop anyone else.
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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