Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
Everyone screaming about inflation right now is looking at the wrong instrument.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
The commentators calling for dollar collapse, dollar debasement, dollar destruction, they're also looking at the wrong instrument.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
A rising dollar is not debasement, it's the opposite.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
A rising dollar in the Eurodollar market means the global system is screaming for dollars and can't get enough of them.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
It means credit is contracting.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
It means money, real money, Eurodollar money, the kind that moves the world,
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
is disappearing faster than it's being created.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
So you can get this weird cognitive dissonance while the Fed in the US is printing like crazy, but the Eurodollar market is contracting.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
And you've got to look at both.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
And depending on how you're allocated, it may have one impact on you or the other.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
And depending on what system it's in will determine how amplified the effect becomes.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
Now, what's happening right now in the Eurodollar market is deflation.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
Not the deflation of falling prices on a grocery store shelf, the deflation of the monetary engine itself now running in reverse.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
And here's what makes that so dangerous at this specific moment.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
The system was already fragile before the war because of the private credit market.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
The war amplified existing stress.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
The dollar transition regime is now amplifying it even further.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
These three things are not adding together, they're multiplying.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
We're not watching a bad week for gold.
Tom Bilyeu's Impact Theory
Gold Just Had Its Worst Week In 43 Years — During An Active War. Something Is Wrong With The System Beneath It | Tom's Deep Dive
We're watching the early signal of a system under the kind of compounding pressure that historically does not resolve smoothly, which means the only question that actually matters right now is given all of this uncertainty and potential compounding effect, what do I do about it when there are more threats on the horizon?