Regarding what has been going on in Asia (Hong Kong, Taiwan etc) imo there are a few things one should consider

1. China is on a spiral desperately short of USD reserves with WAY too much USD issued credit

2. Many Asian countries are in the similar condition /1

Hong Kong and Taiwan are desperately short USD reserves and Hong Kong is unlikely to be able to retain their peg without USD inflows

3. Other nations in the region have reason to fear China’s imperialistic goals imo

/2

4. Asia is the world’s BIGGEST PONZI

imo people in these areas who are at risk are likely to be rushing into the BEST PONZI they can find - which means US ASSETS - so while the implications of what is happening in Hong Kong are horrible medium-term /3

near-term could lead to a rush out of local assets & into western assets - esp USA assets which are denominated in USD which are desperately needed for the broadening shortage of USD reserves across the globe that is being combined with vastly increasing amount of USD credit /4

This is the reason that I posted the details from @realDonaldTrump announcements on Friday - they are world changing and likely to be very long-term impacts with short-term impacts that are highly counter Intuitative /5