Wowie-zowie!!
https://no01.substack.com/p/for-once-the-sun-might-set-in-the
Gotta read all the way to the end. The post script is UGLY…
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POSTING INFORMATION
No coincidence, there was just an earthquake off Japan’s coast. This was probably done by the US deep state to cause the Japanese to hold off hiking rates at next week’s BOJ rate setting meeting. If the damage from the quake and more so from any potential tsunami is large enough, they would likely hold off on any likely cut. This would kick the can to a major carry trade unwind at least until early 2026.
Maybe someday DARPA/HAARP (or other unknown letter agency) will figure out a way to just sink the entire island of Japan……
Australia now experiencing “fires” similar to Lahaina, Los Angeles, Jasper etc etc etc. https://x.com/Eng_china5/status/1997322672548835525
China reshingles … https://x.com/TheFlatEartherr/status/1877776813444809183
Blue Roof … https://x.com/RealMichelleRe/status/1877927333073473633/photo/1
SO I HAVE QUESTIONS
1…WHY IS THE YEN NOT RISING IF ALL THE YEN ARE BEING REPATRIATED AND THE CARRY TRADE IS UNWINDING ?
2…IT THE JAPS SELL A PART OF THEIR US DEBT…WHO CARES…? THEY ONLY OWN LIKE 3% OF IT
FEAR MONGERING ?
Not fear mongering. 1) If they are closing out their carry trades everywhere around the globe some Japanese may be buying some JGB’s but they don’t want to buy bonds that are in a declining trend. Like everyone else they are buying gold and so the yen isn’t rallying the way it would if most of the money was going into yen to buy JGB’s. 2)The largest part of the carry trade is US investors and those in other countries who borrowed to buy various things. BTC, stocks, commercial real estate and all using tons of leverage. When those start unwinding who is going to be buying those assets? Look out below.