Though there are numerous ways to interrupt specific data and singular events, a more accurate and conclusive method is to trend over an extended period of time. If the analysis and conclusions are accurate, the long-term trend should be aligned with the original proposition.
With that being said, we are experiencing a fast amount of news and further confirmations of the POM thesis which we have been discussing since January of 2014. The obvious one today is that President Trump once again suggested that the dollar is overvalued. This fits with the long-trend POM thesis that the Trump administration and mandate are aligned with the larger macro objectives of transforming the international monetary system from the existing USD unipolar one to the more balanced and efficient multi-currency and multilateral framework.
The incremental strategy of Trump to “talk-down” the dollar is now undeniable. Scripted political speeches are well thought-out and every word and statement has a very specific and goal oriented objective. Nothing is left to chance.
The other trend which I would like to draw attention to is the stated POM conclusion that North Korea is in fact a puppet state of the Anglo-American establishment. The recent announcement by China that they will get involved and handle the Kim regime (I hate that term) is suggestive that they know the game plan and want to occupy the North before America does.
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