Hello ,
I hope you are having an excellent week.
Here are The Rover’s highlights from last week.
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The Rover University:
The artic is an ever growing important geopolitical territory.
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My top posts from the past week:
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Casey Donaldson@caseyjdonaldson
We are on the verge of a systemic global financial event any day now, and gold is just selling off...
Here is what they are missing.
US debt has nearly doubled in six years while the 10-year yield went from zero to over 5%.
Annual interest expense now exceeds $1.2 trillion. …
8:30 PM · Sep 30, 2026 · 53.5K Views
97 Replies · 131 Reposts · 850 Likes
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Casey Donaldson@caseyjdonaldson
Japan is trapped and every exit blows something up.
Option 1. Raise rates.
Destroys the yen carry trade. Wipes out pension funds. Triggers forced unwinds across global markets.
Option 2. Sell US Treasuries to buy yen.
Floods the bond market with supply. Pushes US yields…
2:18 PM · Oct 5, 2026 · 48.9K Views
48 Replies · 128 Reposts · 748 Likes
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Casey Donaldson@caseyjdonaldson
One of these cannot remain.
The US will sacrifice the dollar to save the bond market, or risk a global financial collapse.
That blue line has to fall dramatically.
The US can pay any debt by printing money.
Every Fed Chair talks tough until they are in the seat. …
5:36 PM · Oct 2, 2026 · 59K Views
63 Replies · 90 Reposts · 560 Likes
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Casey Donaldson@caseyjdonaldson
THE GLOBAL BOND MARKET CRISIS IS HERE.
US 30Y is the highest since 2002
Japan 30Y is the highest since 1996
France 30Y is the highest since 2002
UK 30Y is the highest since 1996
Germany 30Y is the highest since 2011
South Korea 30Y is the highest ever
Australia 30Y is the …
3:46 PM · Oct 1, 2026 · 18.6K Views
9 Replies · 32 Reposts · 116 Likes
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Casey Donaldson