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Technology Bitcoin

A New Monetary World Order Is at Hand

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By Ryan Dinse, Monday, 14 March 2022

In today’s Money Morning…a regime change is imminent…the mainstream always feels safer in the crowd…and more…

In today’s Money Morning…a regime change is imminent…the mainstream always feels safer in the crowd…look out for our ‘New Money Masterclass’ on Wednesday…and more…

We’re witnessing some extraordinary events play out in the financial system right now.

Oil has shot through the roof, as has nickel.

In fact, it seems every commodity is on the rise.

The spectre of stagflation — a situation of stubbornly high inflation even as economic growth slows — is now very real.

Monetary assets are in flux too.

Gold and the US dollar are surging, while local currencies in India, the Philippines, and Korea are at multiyear lows.

What about those imminent rate hikes?

Forget that!

The Eurodollar market — an offshore market for ‘unofficial’ US dollars — is now saying the exact opposite.

A rate CUT has now appeared on the Eurodollar curve between June and December NEXT YEAR. The curve turned negative a week before the Fed even delivered the first hike (it’s due for next week):


Fat Tail Investment Research

Source: Bloomberg

[Click to open in a new window]

Then, there’s the risk of big defaults.

Last week, it was reported that Russia is now on the verge of total default. The big question on Wall Street right now is who is carrying the can on this debt.

As reported:

‘There is a known $41 billion in Credit Default Swaps (CDS) on Russian debt. There is likely many billions more in unknown amounts. There are also billions more in Credit Default Swaps on state-owned Russian corporate debt and non state-owned Russian corporate debt.

‘In addition to Wall Street not knowing which global banks and other financial institutions are on the hook to pay out on the Credit Default Swap protection they sold in case of a Russian sovereign debt default (or Russian corporate debt default), there is also approximately $100 billion of Russian sovereign debt (whose default is looking more and more likely) sitting on the balance sheets of foreign banks.’

As per the 2008 GFC, the big danger is the risk of contagion in our hyperconnected financial world.

In short, it’s chaos everywhere you look!

Then came this…

A regime change is imminent

Just a couple of days ago, Credit Suisse — a bastion of mainstream financial thought — put out an extraordinary note.

It started with this line:

‘We are witnessing the birth of Bretton Woods III — a new world (monetary) order centred around commodity-based currencies in the East that will likely weaken the Eurodollar system and also contribute to inflationary forces in the West.’

I repeat, this is coming from Credit Suisse, not some ‘financial crank’ like me!

The note is worth reading to see how this current situation could play out. But for our purposes today, the last line said it all:

‘After this war is over, “money” will never be the same again…and Bitcoin (if it still exists) will probably benefit from all this.’

Now, the fact this is even anywhere near mainstream thought is quite amazing. Because it’s one thing for me to be saying it for years, but quite another for Credit Suisse to.

Not that I care, but ‘serious, professional’ investors will take note of this far more than they would’ve before.

In a way, it’s professional cover to start exploring the tail events sitting on the edge of the bell curve.

The mainstream always feels safer in the crowd.

And, as I’m sure they’ll all find out when they look properly, they’ll see that Bitcoin [BTC] remains the only asset that is ‘neutral’ in this new world order.

It’s the ‘Switzerland’ of the 21st century.

And we all know how that worked out for Switzerland in the 20st century!

The fact is, if I’m right about this, there’s going to be a wall of old money coming into the new money system over 2022 and beyond.

But amazingly, it’s still not too late to front run it…

Look out for our ‘New Money Masterclass’ on Wednesday

In a stroke of fortuitous timing, we’re running a ‘New Money Masterclass’ on Wednesday.

In it, you’ll get an expert view on the crypto markets and the role they’re going to play in this new monetary world order.

I’ll also reveal my top crypto play for 2022.

It’s a unique way for a beginner to get exposure to a number of leading projects in the crypto space in just one move.

Importantly, I’ll explain why it’s not too late to claim your stake in the world of new money.

Check all that out on Wednesday. It’ll be with you in the morning.

Good investing,

Ryan Dinse Signature

Ryan Dinse,
Editor, Money Morning

Ryan is also editor of New Money Investor, a monthly advisory aimed at helping investors take an early-mover advantage as decentralised finance and digital money take over the world.

All advice is general advice and has not taken into account your personal circumstances.

Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

Ryan Dinse

Ryan is a former financial advisor who over seven years helped more than 600 clients and had more than $150 million under management. This experience taught him that the mainstream investment industry has no interest in helping clients strive for greatness. He was told to make ‘safe’ investment plays and settle for average returns. It wasn’t good enough for Ryan.

In 2016, he embarked on a renewed mission: to help ordinary people lock onto extraordinary trends before they go mainstream. He’s an experienced small-cap trader and an expert in cryptocurrencies. He first bought Bitcoin [BTC] in 2013, when it was around US$600.

His crypto advisory is a must for anyone looking to make digital assets a part of their long-term portfolio. Check it out here. His tech advisory Alpha Tech Trader aims to identify and latch onto strong emerging opportunities in the tech sector, wherever they are in the world. Get more info here.

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All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

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