Multi-assets strategist with actionable trading ideas based on global macro trend. Managed international institutional & High Net Worth individuals’ portfolios
The Planet Earth
Joined May 2015
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Your savings are being robbed.
Quietly. No break-in. No bill. Just 3–4% a year. At 3.5% inflation, $100 buys ~$71 of stuff in a decade.
Here are the three thieves — and the antidote. 🧵
#Brazil has re-elected Lula, defying the pollsters, the bettors and Washington. The 80-year-old former metalworker beat Flávio Bolsonaro 51.76% to 48.24%, a margin of about 4.3 million votes out of 124 million, overturning a first-round deficit of 45.2% to 47.0%. The final polls had Bolsonaro narrowly ahead, and Polymarket gave Lula just 23% the day before the vote. Bolsonaro led the count until it was 70% complete, when the Northeast turned it around. Lula will begin a record fourth term on 1 January 2027 as the oldest president Brazil has ever elected. “This country needs peace and unity,” he said. Bolsonaro has refused to accept the result and is demanding an annulment, so the family’s playbook has been handed to the next generation. The vote is also a setback for Donald Copperfield’s “Donroe Doctrine.”
theguardian.com/world/ng-int…
Governments are not repaying the debt. They’re just borrowing more. 💸
Bond investors have noticed, and that’s why yields are climbing.
So who pays? You do, through #inflation, taxes and your #mortgage.
Would you lend money to someone who never plans to pay you back? 👇
Learn how to protect yourself with The Macro Butler Financial Academy. themacrobutler.com/financial…
🎃 15% off until Nov 4.
The borrower who never repays is not a debtor. He is a magician. And you are the rabbit.
🚨 FRANCE IS IN TURMOIL. IS THE CURRENCY RESET ALREADY UNDERWAY? 🇫🇷💸
Political instability. Mounting public #debt. Angry taxpayers. A government struggling to balance the books.
Sound familiar? 👀
#France may be facing more than a political crisis. It could be a warning sign of a deeper problem confronting the entire Western financial system.
💣 Governments keep borrowing.
📉 Confidence in public finances comes under pressure.
💶 Investors rethink sovereign bonds.
🥇 Hard assets regain their appeal.
What happens when investors start questioning not just a government—but the money and debt behind it?
🎯 Watch the full video and discover how to invest in world of #chaos with The Macro Butler Financial Academy: themacrobutler.com/financial…
Listen to a summary of The Macro Butler weekly newsletter via podcast on YouTube.
themacrobutler.substack.com/…
Listen to a summary of The Macro Butler The Week That It Was newsletter via podcast on Substack; YouTube; Rumble; Spotify & TikTok.
themacrobutler.substack.com/…
🤵 The Macro Butler Weekly Digest 🤵
🌐 Every ballot is a bank statement in disguise: it’s the economy, stupid. 🌐
Read more here: themacrobutler.substack.com/…
🤵 The Macro Butler Weekly Digest 🤵
🌐 Every ballot is a bank statement in disguise: it’s the economy, stupid. 🌐
Read more here: themacrobutler.substack.com/…
🤵 The Macro Butler Weekly Digest 🤵
🌐 Every ballot is a bank statement in disguise: it’s the economy, stupid. 🌐
Read more here: themacrobutler.substack.com/…
🤵 The Macro Butler Weekly Digest 🤵
🌐 Every ballot is a bank statement in disguise: it’s the economy, stupid. 🌐
Read more here: themacrobutler.substack.com/…
🤵 The Macro Butler The Week That It Was as of October 16, 2026, 🤵
🌐 Unable to fix the economy, the West has settled for policing opinions — while the town halls burn. 🌐
Read more here: themacrobutler.substack.com/…
🚨 THE CURRENCY RESET IS COMING — ARE YOUR INVESTMENTS READY? 💵⚠️
What if the biggest risk in your portfolio isn’t a market crash… but the currency your assets are measured in? 👀
🌍 Sovereign debt is soaring.
💸 Fiat currencies face mounting pressure.
📉 Bond valuations remain dangerously complacent.
🥇 Investors are rethinking what truly preserves wealth.
When confidence in currency changes, the rules of valuation change with it.
And the assets that look safe today may not protect your purchasing power tomorrow.
🎯 Watch the full video to discover why investors are rethinking bonds, valuations, and the future of money.
Learn how to earn in a currency reset with The Macro Butler Financial Academy.
themacrobutler.com/financial…
The Medici understood this five centuries ago: lending to the state carries more risk than profit. The sovereign debt crisis started in 2015 and confidence in public institutions will keep eroding into 2032 when the currency system is reset. The question is no longer whether Europe’s banks survive but whether the euro does. In 2010 the banks needed saving from governments; in 2027 Europe will need saving from itself.
The Medici understood this five centuries ago: lending to the state carries more risk than profit. The sovereign debt crisis started in 2015 and confidence in public institutions will keep eroding into 2032 when the currency system is reset. The question is no longer whether Europe’s banks survive but whether the euro does. In 2010 the banks needed saving from governments; in 2027 Europe will need saving from itself.
The Medici understood this five centuries ago: lending to the state carries more risk than profit. The sovereign debt crisis started in 2015 and confidence in public institutions will keep eroding into 2032 when the currency system is reset. The question is no longer whether Europe’s banks survive but whether the euro does. In 2010 the banks needed saving from governments; in 2027 Europe will need saving from itself.
Those who assures savers that Europe’s banks have diversified and a repeat of 2010 is unlikely, miss the point. The next crisis will not start in the banks; it will start in the governments that guarantee them. In 2010, Greece went to the IMF, Italian and Spanish 10-year yields passed 6%, Ireland buckled under its bank bailouts, and contagion ran from sovereign bonds into bank balance sheets. This time the order is reversed. The banks have quietly concluded that government debt is not risk-free, and Brussels is catching up. The European Commission will set out plans in early 2027 to diversify banks’ sovereign bond holdings, after years of failed attempts to strip government debt of its risk-free status or cap concentrations. Taking the halo off sovereign debt would amount to admitting that the market has won.
Those who assures savers that Europe’s banks have diversified and a repeat of 2010 is unlikely, miss the point. The next crisis will not start in the banks; it will start in the governments that guarantee them. In 2010, Greece went to the IMF, Italian and Spanish 10-year yields passed 6%, Ireland buckled under its bank bailouts, and contagion ran from sovereign bonds into bank balance sheets. This time the order is reversed. The banks have quietly concluded that government debt is not risk-free, and Brussels is catching up. The European Commission will set out plans in early 2027 to diversify banks’ sovereign bond holdings, after years of failed attempts to strip government debt of its risk-free status or cap concentrations. Taking the halo off sovereign debt would amount to admitting that the market has won.
Those who assures savers that Europe’s banks have diversified and a repeat of 2010 is unlikely, miss the point. The next crisis will not start in the banks; it will start in the governments that guarantee them. In 2010, Greece went to the IMF, Italian and Spanish 10-year yields passed 6%, Ireland buckled under its bank bailouts, and contagion ran from sovereign bonds into bank balance sheets. This time the order is reversed. The banks have quietly concluded that government debt is not risk-free, and Brussels is catching up. The European Commission will set out plans in early 2027 to diversify banks’ sovereign bond holdings, after years of failed attempts to strip government debt of its risk-free status or cap concentrations. Taking the halo off sovereign debt would amount to admitting that the market has won.
The Empire itself now borrows about $3 billion a day just to pay the interest on what it has already borrowed. Net interest passed $1 trillion in fiscal 2026, gross interest reached $1.36 trillion, and debt service now costs more than defence, Medicaid or veterans’ benefits. Washington spent $7.4 trillion against $5.4 trillion of revenue. Spending rose 6%, interest 8% and revenue only 3%. The result was a $1.99 trillion deficit, debt held by the public of $32.4 trillion and gross debt above $40 trillion. About 19 cents of every tax dollar now goes to creditors before a single soldier, pensioner or pothole is paid for. The average interest rate on federal debt is 3.53%, more than double its 2021 level, and every percentage point higher eventually adds another $400 billion a year. Interest is the one budget line that Congress cannot cut, veto or filibuster. The Fed can lower the overnight rate, but the bond market sets the cost of the long ones.
