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![dampedspring Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1546222940.png) Andy Constan [@dampedspring](/creator/twitter/dampedspring) on x 171.8K followers
Created: 2025-07-17 14:47:57 UTC

Released yesterday and a month old but makes sense with the major themes I have been harping on.  Todays global markets are "A gift" for long term investors 

Get out of US assets
Own more debasement and inflation assets 
AI exposure is complicated and matters 
Global slowdown happening and increased likelihood of same due to US policy
Non U.S. policymakers have no conflict with mandates and thus more flexibility  because they will experience disinflationary slowdowns and have fiscal room unlike the U.S. while U.S. policymakers MAY have higher inflationary pressure and less fiscal flexibility. 

An Update on the Big Forces Shaping Markets Today with Greg Jensen via @YouTube


XXXXXX engagements

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**Related Topics**
[coins ai](/topic/coins-ai)
[inflation](/topic/inflation)

[Post Link](https://x.com/dampedspring/status/1945858014138843230)