Six Assets Ready to EXPLODE on Dollar Weakness!

Japan's 30-year monetary experiment is unraveling—and with over $1 trillion in U.S. Treasuries on the line, America has a vested interest in keeping the yen from collapsing. If the Fed steps in to help stabilize Japan's currency through coordinated dollar selling, the greenback could take a serious hit. Here are six assets positioned to rip if that happens.‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­‌   ­

­ Hey Folks,   Japan has been running one of the wildest monetary experiments in history—and after 30 years, it's finally unraveling...  When their massive asset bubble popped in the late 1980s, the country got trapped in a deflationary spiral.  The Bank of Japan's response? Slash rates to zero, then negative, then start buying so many government bonds they now own over 50% of the entire market.  For years, this let Japan borrow essentially for free. That era is ending! Why This Matters for the Dollar Japan's debt-to-GDP ratio sits at 260%—the highest of any developed nation. A full 25% of their annual budget goes just to servicing that debt. With Japanese 30-year bond yields now hitting all-time highs, the math is getting ugly fast. Here's where it gets serious for American investors: Japan owns over $1 trillion in U.S. Treasuries, making them America's largest foreign debt holder. If they need to defend the collapsing yen, they have two options—both bad: 1. Defend the yen: Sell U.S. dollars and buy yen. But to get those dollars, they'd need to dump Treasuries first—spiking U.S. yields and borrowing costs for everyone. 2. Do nothing: Watch their currency and bond market collapse, triggering a massive carry trade unwind that ripples through global markets. Reports have already emerged of coordinated "rate checks" between Japanese authorities and possibly the New York Fed.  If the U.S. steps in to stabilize the yen through coordinated dollar selling—something that's happened before (look up the Plaza Accord of 1985)—it would mean deliberate dollar weakness ahead.  And if that happens, certain assets are positioned to benefit enormously! 1. Gold and Silver Precious metals have an inverse relationship with dollar strength that's held for decades. Gold and silver are priced in dollars globally, so a weaker dollar makes them cheaper for foreign buyers. Central bank gold purchases have already been accelerating as de-dollarization trends continue.  Silver carries additional industrial demand tailwinds from solar and electronics manufacturing. If coordinated intervention pushes the dollar lower, precious metals could see their rally accelerate significantly. 2. Bitcoin and Crypto Digital assets have been trading as both risk assets and dollar hedges simultaneously. More dollars in the system historically correlates with higher Bitcoin prices Institutional adoption continues expanding through ETFs and corporate treasury allocations Crypto offers an alternative store of value outside traditional currency systems Dollar weakness typically drives capital into alternative assets seeking better returns The crypto cycle timing matters for short-term moves, but the long-term correlation between monetary expansion and Bitcoin appreciation remains strong. 3. International Stocks A weaker dollar creates an automatic tailwind for foreign equities. Foreign company earnings become worth more when converted back to dollars European, Asian, and emerging market stocks become relatively more attractive Multinational companies based abroad see margin expansion from currency effects Diversification away from U.S.-centric portfolios gets rewarded in weak-dollar environments Investors heavily concentrated in U.S. equities may want to consider geographic diversification. 4. Commodities Broadly Nearly all major commodities trade in dollar terms globally. Oil, copper, and agricultural products all become cheaper for foreign buyers when the dollar falls.  Supply constraints in energy and metals persist regardless of currency moves. Commodity-producing nations benefit from improved purchasing power, and infrastructure spending globally continues driving raw material demand.  The dollar-down-commodities-up relationship is one of the most consistent in macro investing. 5. US Stocks With Pricing Power Not all American companies suffer from dollar weakness—some thrive. Companies with strong brands can pass costs to consumers regardless of currency moves Tech giants with significant international revenue see those earnings worth more in dollar terms Firms with pricing power maintain margins even as input costs fluctuate Quality companies with global exposure benefit from both sides of the equation 6. Real Assets and Infrastructure Tangible assets provide protection when paper currencies lose value. Real estate, farmland, and infrastructure maintain intrinsic value regardless of currency fluctuations.  Income-producing real assets provide cash flow that adjusts with inflation, and physical assets can't be printed or debased like fiat currencies. The Japan situation isn't just a Japanese problem—it's a global monetary system problem... Watch the yen's movement against the dollar, monitor Japanese 30-year yields, and consider building exposure to assets that benefit from the dollar weakness that increasingly appears inevitable. Anyways... That's all for now! Until Next Time, -ZT Team  P.S. Want our text alerts? Text "ZIPTRADER" to 1-(855)-228-1598 to sign up!  (standard carrier data/text rates apply) ZIPTRADER LLC 5101 SANTA MONICA BLVD STE 8 #62, 90029, LOS ANGELES, CA You've received it because you've subscribed to our newsletter or are a member of ZipTraderU. 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