Independent thinking for complex markets and current events
Something extremely dangerous may be forming in global markets, and most investors have not processed it yet because it happened while markets were closed. The escalation began when U.S. strikes reportedly targeted Kharg Island, the facility responsible for roughly 90 percent of Iran’s oil exports. At the same time, shipping activity through the Strait of …
Meanwhile the us administration is engaging in brazen corruption and market manipulation pic.twitter.com/MPyWCv46F3 — It's politics (@Politicsworld) March 11, 2026 BREAKING: Iran says that they are switching from “reciprocal hits” to “continuous strikes” and warns that they will drive oil prices to $200/barrel, per Reuters. Details include: 1. Iran says the US will not be …
Last night's election in Japan killed the carry trade. But as we see, there is quite a bit of denial in stocks right now. Last week is long forgotten. pic.twitter.com/JamZjyU2At — Mac10 (@SuburbanDrone) February 9, 2026 The S&P is in trouble – Korean retail investors are now the largest foreign buyers of US equities– They …
via notayesmanseconomics 2026 has started at quite a pace in economics and financial markets. A further push to events took place late of Friday evening UK time as something we had been expecting took place. NEW YORK/LONDON — The yen rose sharply against the dollar in volatile trading Friday, hitting the 155 yen range as …
A U.S. appeals court on Friday ruled that California’s ban on openly carrying firearms in most parts of the state was unconstitutional. A panel of the San Francisco-based 9th U.S. Circuit Court of Appeals sided 2-1 with a gun owner in ruling that the state’s prohibition against open carry in counties with more than 200,000 …
JAPAN’S 2-YEAR YIELD HITS 1% FOR THE FIRST TIME SINCE 2008, AND THE YEN CARRY TRADE JUST CRUMBLED OVERNIGHT. Stocks and Bitcoin mass liquidations return. pic.twitter.com/Uf3vxIsoRy — Jesse Cohen (@JesseCohenInv) December 1, 2025 Japan’s bond market sent a clear signal this week. The country’s two-year government bond yield touched 1%. Its highest level since 2008. …
“THE YEN CARRY SINGULARITY Japan’s 40-year bond just hit 3.69%. The highest since 2007. This is not a number. This is a detonator. Behind that yield sits $20 trillion in carry trade exposure. Borrowed yen funding everything from Treasuries to tech stocks to Bitcoin. For decades, this trade printed money. Now Japan’s bond market is …
The explosion of the “greatest carry trade in financial history,” explaining how for 30 years, Japan’s zero-interest policy artificially suppressed borrowing costs worldwide, fueling everything from cheap mortgages to sky-high stock multiples. For risk assets, the sudden reversal of the decades-old yen carry trade is the actual nightmare. For years, global funds borrowed almost gratis …
Investing.com — The Trump administration has secretly authorized the CIA to conduct covert operations in Venezuela, according to Bloomberg, citing U.S. officials, marking an escalation in pressure against Venezuelan leader Nicolás Maduro. This authorization represents the latest move in the administration’s campaign against Venezuela’s government. The new authority would permit the CIA to carry out …
EUROPEAN CENTRAL BANK TO EUROPEANS: BETTER STUFF SOME CASH UNDER THE MATTRESS The European Central Bank now says you should keep at least 72 hours’ worth of cash on hand. Just in case the next crisis fries the grid, crashes the banks, or tanks public trust. Covid, Ukraine, Spain’s blackout, Greece’s debt meltdown,bevery time things …
What do you expect? They all feed the same bubbles, it’s just one big circle. After governments, the ones I trust the least are banks and financial institutions pic.twitter.com/qyusdt0VwF — 구미호 (@ThinkInError) September 16, 2025 Banks are so short on easy collateral that they’re forced to borrow overnight money at a higher rate than the …
https://flvoicenews.com/florida-is-officially-an-open-carry-state-ag-informs-prosecutors-and-local-police/ TALLAHASSEE, Fla. – Florida Attorney General James Uthmeier on Monday instructed prosecutors and police to stop enforcing the state’s longstanding ban on openly carrying firearms, citing a new appellate decision that struck down the restriction as unconstitutional. In guidance sent to law enforcement agencies and prosecutors, Uthmeier said the 1st District Court of Appeal’s …
If the bond vigilantes force the Fed to hike interest rates to attract investment in U.S. T-bills, that could be the tipping point for banks that are teetering on the edge. Unless a liquidity crisis forces them to liquidate assets and turn unrealized losses into realized losses. h/t Boo_Randy_II
via notayesmanseconomics As this week has progressed with the Western Capitalist Imperialists struggling with rising bond yields China can afford a wry smile. We noted the all-time lows being seen as its benchmark 10 year yield went below 2% as autumn turned to winter last year. Well now it is 1.75% as those invested in …
Trump on expanding concealed carry to Washington DC: “I’m a second amendment person. People have to be able to protect themselves.” Trump on expanding concealed carry to Washington DC: "I'm a second amendment person. People have to be able to protect themselves." pic.twitter.com/BSurzKGC94 — The Post Millennial (@TPostMillennial) August 22, 2025
🚨 JUST IN: National Guard soldiers in DC are preparing to carry WEAPONS, per WSJ I REALLY hope this is true. The National Guard NEEDS to be armed in a vioIent city like Washington. No way to restore law and order otherwise! pic.twitter.com/B1MThCsRCY — Nick Sortor (@nicksortor) August 16, 2025 Friday night briefing. National Guard …
The deal looks like a headline win. Japan agreed to invest $550 billion into U.S. infrastructure and accept a 15% tariff on its exports. Trump’s team calls it leverage. The talking points promise economic victory. But underneath, the funding channel runs domestic. Japan exports roughly $150 billion worth of goods to the United States every …
What is H.R 38? H.R. 38 is a revived bill that call for nation wide concealed carry reciprocity across all state lines. Now many will argue that the 2nd Amendment says that it shall not be infringed and that simply having to get a permit to carry is an infringement of that. This is a …
🚨BREAKING: President Trump announces his administration will carry out a BARE MINIMUM of 1 million criminal alien deportations per year. pic.twitter.com/FnlOxcnkiJ — Benny Johnson (@bennyjohnson) June 26, 2025 President Trump: “We’re cutting $1.7 trillion in this bill and you’re not gonna feel any of it. Your Medicaid is left alone.” The only people losing Medicaid …
Meanwhile, in Japan………🇯🇵 pic.twitter.com/8MSA3iIWOX — The Great Martis (@great_martis) June 25, 2025 I’d love to know so badly which financial institution is in such a poor shape they cannot find 21m EUR anywhere else but with the ECB https://t.co/viqhwXStOE — JustDario 🏊♂️ (@DarioCpx) June 25, 2025 ⚠️FED NEWS: DISCOUNT WINDOW • The Federal Reserve has …
BREAKING: Bank of Japan to supply U.S. Dollars against pooled collateral. This can trigger a sudden Yen carry trade unwind in U.S. stocks as investors liquidate positions to cover losses, especially in low-liquidity environments.pic.twitter.com/0cP3EGiT1F https://t.co/RFacCZofsY — Financelot (@FinanceLancelot) June 3, 2025 Whooopsie! And now you also have the T-Bills dumping that completes the whole picture …
Japan Is the Fuse. The U.S. Is the Bomb. The cracks in global bond markets just turned into fractures. Japan’s 20-year government bond (JGB) auction was the worst since 1987. Bid-to-cover ratios collapsed. Yields on the 30-year spiked to 3.12%, and the 40-year hit an all-time… https://t.co/e2Aa7r63dz pic.twitter.com/9Yxww5ehA2 — EndGame Macro (@onechancefreedm) May 20, 2025 …
Yields are more likely to crash in the coming months, not the opposite. pic.twitter.com/QNo5b0NzIb — Guilherme Tavares (@i3_invest) April 25, 2025 Hardship 401k withdrawals running 15-20% above norms pic.twitter.com/C4VOxqXuNB — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) April 25, 2025 This is stunning: 44% of Americans now believe they will be WORSE OFF financially in …
Last night, financial carnage ripped through Asia. Margin calls. Liquidations. Panic. But this isn't just about Shanghai, Hong Kong, or Tokyo. Behind the headlines is something far bigger — signs of global monetary deflation, dollar stress, and a carry trade unraveling through… — Jeffrey P. Snider (@JeffSnider_EDU) April 8, 2025 Just talked with a source …
It seems now the poorer you are the more free stuff you get. Cant afford your mortgage? Don’t worry, FHA will make your payment. College is now free under 200k, and they are trying to eliminate taxes under 150k. Success is no longer rewarded. You just carry the load https://t.co/ydrsdNc9JH — QE Infinity (@StealthQE4) March …
https://twitter.com/leadlagreport/status/1897706028655165836 https://twitter.com/leadlagreport/status/1897792700419576318 I DECLARE A CORRECTIOOOOOOOOOON pic.twitter.com/803JJKDcMt — Evan (@StockMKTNewz) March 6, 2025 🚨🇺🇸$1.15 TRILLION WIPED OUT FROM U.S. MARKET AS STOCKS CRASH DUE TO TRADE WAR FEARS Wall Street took a massive hit, with the Dow plunging 427 points and the Nasdaq entering correction territory as Trump’s tariffs rattled investors. Markets tanked after Canada, …
We have heard from Trump, Bessent & Musk repeatedly: They want LOWER dollar, yields & oil. But do they realize this is what triggers a yen carry trade unwind – part 2 – which would trigger de-risking of the concentration bet in MAG7 (Big Tech)? https://t.co/kKp6AVEWut https://t.co/qZeO3sh7kW — Samantha LaDuc (@SamanthaLaDuc) February 6, 2025 The …
U.S. citizens have been advised to carry identification, such as birth certificates or state-issued IDs, amid Immigration and Customs Enforcement (ICE) raids under the Trump administration’s immigration crackdown. Reports indicate that some U.S. citizens, including Native Americans and even a military veteran, were detained during these raids, raising concerns about mistaken detentions. For example: – …
