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This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit lifttheveil.substack.com/subscribe

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit lifttheveil.substack.com/subscribe

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit lifttheveil.substack.com/subscribe

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit lifttheveil.substack.com/subscribe

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit lifttheveil.substack.com/subscribe

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit lifttheveil.substack.com/subscribe

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit lifttheveil.substack.com/subscribe

Welcome to TACO Wednesday—Trump’s Arctic Concession Offer. In a stunning move from Davos, President Trump has officially cancelled the Greenland Tariffs and ruled out military force, claiming a new "framework" deal with NATO. But there’s a catch: he spent half the speech calling Greenland "Iceland."

While the 30-year bond yield is finally dropping from the cliff, Gold has ignored the "peace" and blasted to a new all-time high of $4,866. Is the world still dumping the Dollar behind the scenes?

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit lifttheveil.substack.com/subscribe

It’s January 20, 2026, and the "Sell America" trade has returned with a vengeance. After President Trump issued a 10-day ultimatum to eight European allies over the purchase of Greenland, the global markets have responded by dumping U.S. Treasuries and sending the 30-year yield to a staggering 4.93%.

Is the era of the "Safe Haven Dollar" over? At the World Economic Forum in Davos, Ray Dalio is warning of an impending "Capital War," while Europe prepares to fire its "Trade Bazooka"—a $100 Billion retaliatory strike against American tech and exports.

We break down the data: Gold hits $4,750, the Dow drops 800+ points, and the Insurrection Act threat in Minnesota continues to simmer in the background. Is this a temporary liquidity shock, or the beginning of a fundamental "Exit from America"?

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit lifttheveil.substack.com/subscribe