Jeroen Blokland focused on sovereign debt, inflation, bond-market intervention and the implications for portfolios, arguing that governments will prevent defaults through monetary accommodation, repression and currency debasement rather than allow debt systems to break 613. He repeatedly presented gold and bitcoin as scarce monetary hedges, launched the Blokland Sound Money Fund around those assets, and questioned whether traditional bonds and 60/40 portfolios still offer adequate protection 171831. He also discussed French fiscal stress, Dutch Box 3 taxation, purchasing-power erosion, Germany’s political-economic weakness and the case for prioritising economic growth 171621.
On the record
last 30 days · 50 positionsLatest positions
- JBjeroen bloklandSharply falling on purchasing power He expects savers' money and purchasing power to be eroded. “But your money, savings, and purchasing power will be crumbled.” Open the post RT @jsblokland: "France will not default!" But y… · 30 Sept
- JBjeroen bloklandRisk easing on France France will not default, so the default risk is off the table. “France will not default!” Open the post RT @jsblokland: "France will not default!" But y… · 30 Sept
- JBjeroen bloklandSharply falling on purchasing power He expects savers' purchasing power to be eroded by France's debt issues. “But your money, savings, and purchasing power will be crumbled.” Open the post "France will not default!" But your money, savin… · 30 Sept
- JBjeroen bloklandRisk easing on France France will not default, so the default risk is not the problem. “France will not default!” Open the post "France will not default!" But your money, savin… · 30 Sept
- JBjeroen bloklandBearish on euro The French rate situation is bad news for the value of the euro and our money. “Maar dat is bepaald geen goed nieuws voor de waarde van de euro en ons geld.” Open the post Even tussen al het Box 3-geweld door: een verse … · 30 Sept
- JBjeroen bloklandWorsening on Frankrijk France's rising interest rate is bad news, though he does not expect France to go bankrupt. “Gaat Frankrijk failliet? Nee. Maar dat is bepaald geen goed nieuws” Open the post Even tussen al het Box 3-geweld door: een verse … · 30 Sept
- JBjeroen bloklandStrongly bullish on scarce assets Investors should run for scarce assets that cannot be printed or issued at will. “Run for scarce assets that cannot be printed or issued at will.” Open the post France WILL NOT default! Nor will Japan, the Un… · 30 Sept
- JBjeroen bloklandSharply rising on inflationary pressure The scale of money creation and yield suppression needed to keep the debt mountain sustainable risks creating relentless inflationary pressure. “The sheer scale of money creation and yield suppression required to keep an ever-growing debt mountain sustainable risks creating relentless inflationary pressure” Open the post France WILL NOT default! Nor will Japan, the Un… · 30 Sept
- JBjeroen bloklandRisk rising on France France will not default, but it is increasingly becoming the eurozone's weak link, which is precisely why its situation is worrying. “It is precisely because France won’t be allowed to default that you should worry.” Open the post France WILL NOT default! Nor will Japan, the Un… · 30 Sept
- JBjeroen bloklandWorsening on France France is increasingly becoming the eurozone's weak link, not least because of its sheer size. “And today, France is increasingly becoming that weak link, not least because of its sheer size.” Open the post France WILL NOT default! Nor will Japan, the Un… · 30 Sept
- JBjeroen bloklandFor on European Central Bank Eurozone policy, including monetary policy, will ultimately be shaped by the need to prevent the weakest links from breaking the system, implying continued support for France. “eurozone policy, including monetary policy, is ultimately shaped by the need to prevent its weakest links from breaking the system” Open the post France WILL NOT default! Nor will Japan, the Un… · 30 Sept
- JBjeroen bloklandStrongly bearish on Box 3 The tax burden in box 3 remains high and the leaked plans tighten exemptions and raise the burden further. “de vrijstellingen worden fors versoberd en de belastingdruk gaat omhoog” Open the post Ik merk dat mijn eerdere post over de uitgelekte… · 30 Sept
Their output
61 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Daniel Lacalle 2 mentions
What they talk about
- gold 12 items
- Bitcoin 10 items
- US 9 items
- France 8 items
- Bank of England 8 items
- inflation 6 items
- U.S. Treasury 6 items
- Blokland Sound Money Fund 6 items
See what your own voices say about jeroen blokland, every morning.
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