To: TobagoJack who wrote (218445 ) 12/14/2025 1:33:47 PM From: Box-By-The-Riviera™ Read Replies (1) | Respond to somebody has been drinking the kool-aidAmerica's Existential Choice: Why Winning the A.I. Race Means Sacrificing the U.S. Dollar & Bond Market And That's Exactly What's Going To Happen! This is the existential choice that the U.S. faces. And it is a choice that has already been made. The U.S. will not choose to lose the A.I. race, just as it chose to not lose the races to achieve the nuclear weapon, make it to the moon, or construct the world wide web. This is America we are talking about and they play to win. Whatever the costs. That’s the playbook. Let’s Dig Into The Following: The A.I. race is not just a technological competition; it is an industrial competition. It is a race to build the data centers, the power grids, and the supply chains that will power the A.I. economy of the future. We have the semiconductor chips in ample supply. We don’t have the infrastructure and supply chains. These are not things the Fed can print, but they can print the currency to acquire them. This race is incredibly inflationary! The Superman 2 movie choice where Superman willingly gives up his superpowers and then gets beat up in a diner and can’t stop General Zod from taking over the earth. This is the alternative to winning the A.I. race. It is to lose it. It is to cede the future of technological superiority to China, to become a second-rate power, and to watch as the U.S. is surpassed in every metric of national power. Think they will willingly make this choice? The U.S. has run a massive current account deficit for decades. It has offshored its manufacturing and its jobs, and in return, it has received cheap goods and recycled dollars. The rest of the world, and particularly China, has sent the U.S. real goods and services, and in return, they have received U.S. dollars, which they have then used to buy U.S. assets, primarily Treasury bonds. This is the system that has allowed the U.S. to live beyond its means for decades. But this system is now breaking down. The U.S. can no longer have it both ways. The must choose what they want. To understand what is coming, we need only look at the last time the U.S. faced an existential threat: World War II. During the war, the U.S. ran massive deficits, with the debt-to-GDP ratio reaching over 100%. The Fed capped interest rates, and the U.S. government inflated away a significant portion of its debt. This is the playbook that the U.S. will be forced to follow in the coming years. The U.S. is now on a war footing. In a world where the U.S. is forced to choose between winning the A.I. race and preserving the bond market, there is only one safe haven left for investors to flee to: gold. If the U.S. chooses to win the A.I. race, which it has, it will print many trillions of dollars to make it happen and win, it will devalue the dollar, and it will have to inflate away its debt. Its a lock. Take this to the bank. This path is hyper-bullish for gold.
