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You definitely cannot do it all at once, all you can do is what China and India are doing, which is to slowly sell US treasuries over many years. China used to hold $1.3T of US treasuries but they now only hold just under $0.7T, thus about half has been sold. India similarly has reduced their holdings from $240B to $190 over the last year. It can be done, just not quickly.

Stocks generally survive currency devaluations, but treasuries do not. So I am not a fan of treasuries in this environment, but US stocks should be fairly resistant except for their dependency on the US economy, which could be disrupted in a currency devaluation.



Both of them are doing it under pressure from the US to reduce how much debt they owe.

Many of these securities do not have a secondary market that isn’t in the US. Push comes to shove the US can block a lot of these trades.


> Push comes to shove the US can block a lot of these trades.

If you really want to see a re-run of 1929 that would be the way to get it.


> Both of them are doing it under pressure from the US to reduce how much debt they owe

Citation please?




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