Hello reader,
I hope you are having a great day.
Here are The Rover’s highlights from last week. Enjoy!
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My top posts from the past week:
Click on the post and share what you think!
Casey Donaldson@caseyjdonaldson
🚨JAPAN COULD BE THE REASON GLOBAL MARKETS BREAK
Bessent just sent a warning across global markets.
A disorderly Yen triggers forced unwinds. Forced unwinds destabilize global markets.
Destabilized global markets push US borrowing costs higher.
The Yen is already weakening …
11:39 PM · Aug 30, 2026 · 46.1K Views
34 Replies · 149 Reposts · 675 Likes
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Casey Donaldson@caseyjdonaldson
Japan is in trouble. Rising interest rates are one thing, but falling demand for its bonds is a different game.
Last Friday's auction was an absolute disaster.
Demand plunged 18% from the previous auction and was 20% below the 12-month average, while the auction tail widened …
4:38 PM · Aug 31, 2026 · 7.56K Views
11 Replies · 21 Reposts · 131 Likes
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Casey Donaldson@caseyjdonaldson
BESSENT IS READY TO THROW HANDS...
Bessent has two options:
1. Stop issuing long-term debt.
2. Bring on yield curve control.
Talk is cheap, and the market is calling his bluff.
A 5% 10Y UST WILL BREAK THINGS!
The bedrock of the global financial system is breaking down.
1:28 PM · Sep 1, 2026 · 11K Views
16 Replies · 15 Reposts · 119 Likes
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Casey Donaldson@caseyjdonaldson
The U.S. government holds 200,000 Bitcoin.
If the price hit $200,000,000 per Bitcoin it would equal the federal debt.
Rising Bitcoin prices can solve U.S. debt problems.
The world doesn’t work with $100 copper, but a appreciating Bitcoin causes no issues as:
- No factories…
5:56 PM · Aug 30, 2026 · 7.46K Views
31 Replies · 7 Reposts · 46 Likes
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Thanks for being a part of this!
Casey Donaldson