It’s all about Japan now.

It's all about Japan now. pic.twitter.com/k6qEvqWrY7 — Guilherme Tavares (@i3_invest) April 17, 2025 Japan's Ministry of Finance admits they sold foreign bonds during the market turmoil last week https://t.co/oaPYAF8vEX — Financelot (@FinanceLancelot) April 17, 2025 Japan's Bond Market is Flashing …

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Equities saw largest fragility shock on record… Hedge Funds are net bearish on commodities for the first time since 2016. Incredible timing.

Equities saw largest fragility shock on record… From @dailychartbook pic.twitter.com/kobmFd70EQ — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) August 20, 2024 Hedge Funds are net bearish on commodities for the first time since 2016. Incredible timing. Right when commodities are starting …

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Systemic fragility is at the most extreme level since 1929.

via creditbubblebulletin: As my thoughts turned this week to “Issues 2024,” my mind returned to the great American economist Hyman Minsky (1919-1996). The dynamic evolution of Capitalistic systems, innovation and financial structures, the “Financial Instability Hypothesis,” “Ponzi finance”, “stability is …

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