@SuperSisi Chinese, Japanese, Korean
No, I did not check comments. And I’ve never lived in any of these countries. My guess is totally on basis of music videos or reels. And I know I’m right in the guess.
JAPAN JUST KILLED THE GLOBAL MONEY PRINTER AND NOBODY NOTICED
The most dangerous number in finance right now is 1.71%.
That’s Japan’s 10-year bond yield. Highest since 2008. Here’s why your retirement just got obliterated:
For 30 years, Japan printed infinity money at 0% rates and exported it worldwide. $3.4 trillion flowed into US Treasuries, European debt, emerging markets. This invisible bid kept YOUR mortgage cheap, YOUR stocks inflated, YOUR government solvent.
November 10th, 2025: The bid disappeared.
Japan’s yield hit 1.71%. They’re pumping $110 billion stimulus into their economy while debt sits at 263% of GDP. The math just became impossible. At 1.7% rates, Japan pays $27 billion MORE in interest. Every. Single. Year.
Here’s the extinction event nobody sees coming:
Japanese pension funds are pulling $1.1 trillion OUT of US Treasuries right now because keeping money in America LOSES them money after hedging costs. The largest foreign buyer of American debt is becoming a seller.
When Japan stops buying, interest rates don’t stay flat. They explode. US 10-year yields will jump 40 basis points minimum from flow dynamics alone. Your 7% mortgage becomes 8%. Corporate debt refinancing costs spike 60%. Zombie companies holding $3 trillion in junk bonds start defaulting in waves.
The yen carry trade just reversed. $1.2 trillion in borrowed yen funding crypto, stocks, emerging markets must unwind. Every hedge fund, every momentum trade, every leveraged bet built on free Japanese money is getting margin called simultaneously.
This breaks in three places:
Stock valuations were built for 2% bond yields forever. At 3.5% yields, the S&P 500 fair value drops 35%. Emerging market currencies collapse without Japanese capital inflows. Europe’s debt crisis returns because Italy and Spain lose their silent buyer.
December 18th the Bank of Japan meets. 50% chance they hike again. If they do, sell everything not nailed down.
Your 401k doesn’t price this in yet. The Fed can’t stop this. No central bank can.
The world’s biggest piggy bank just cracked open and the money is flowing backwards.
Position accordingly or get destroyed.
Full article here - https://t.co/NAuONH2jlj
🚨 The GOAT Stan Druckenmiller just rewired his portfolio.
This isn’t a cosmetic rebalance.
He’s pushing size into three big themes:
High growth biotech
AI compute + power infrastructure
Emerging market consumer/internet
Here’s what he actually added and why it matters 🧵
Best Stocks by Industry to Invest in the Future
1. Data Center Operators / Neocloud
$IREN | Iren
$CLSK | CleanSpark
$NBIS | Nebius Group
$WULF | TeraWulf
$AMKR | Amkor Technology
$HUT | Hut 8
$VRT | Vertiv Holdings
$CIFR | Cipher Mining
$BITF | Bitfarms
$APLD | Applied Digital
A Thread 🧵
$IREN in less than 4 weeks:
1. Convertible notes offering with zero interest and capped calls at a 100% premium
2. Signed nearly $10B deal with $MSFT.
3. $MSFT 20% prepayment.
4. $IREN described as a fully integrated AI cloud and strategic partner by $MSFT
5. $IREN GPU fleet from 100K to 140K GPUs by the end of 2026.
6. $IREN targeting $3.4B in AI Cloud ARR for 2026 excluding $BTC revenue.
7. $IREN has $1.8B cash as of the end of October
Base breakouts are one of my top setups to play:
$IREN
I look for three things:
1. Prelonged consolidation below a major resistance
Price consolidated below 15 from Apr 2022 to Jun 2025, throughout that phase it went through almost 10 rejections at resistance.
2. A break ✅
In Jun 2025- We got a breakout above 15.
And that was move initiation point .
3. And then at last, a successful retest ✅
Which happened in Jul 2025. Price tested and held $15 support.
Thats where you buy more.
Since then price rose 400%
You will see this happen over and over.
$HOOD $PLTR $WULF $CIFR $HUT $APP $SNOW $EOSE and many more.
Make a copy of this.
We've spent the last 10 months analyzing EVERY single tariff development:
Here's the EXACT playbook for investors.
1. Trump puts out cryptic post on tariffs coming for a specific country or sector, markets drift lower
2. Trump announces large tariff rate (50%+) and markets crash to shake out weak positions
3. Dip buyers step in but the head fake rally leads to fresh lows where smart money begins buying
4. After the market closes on Friday, President Trump doubles down on new tariffs to apply pressure
5. On Saturday, the target of the new tariff typically responds or comments
6. On Sunday, before the futures open, Trump posts an announcement saying he is working on a solution
7. Futures open on sharply higher Sunday at 6 PM ET but begin losing momentum into the Monday open
8. After the Monday open, Treasury Secretary Bessent appears on live TV and reassures investors
9. Over the next 2-4 weeks, various members of the Trump Administration tease a trade deal
10. Trump announces a new trade deal and the stock market hits a record high
11. Repeat from step #1
Part of our strong YTD performance comes from following this EXACT playbook in times of trade tensions.
The US is currently on step #6 with China.
I’m not American, don’t live in USA nor a Christian. Couldn’t sleep the night Charlie got hit. V angry that a guy is killed for debating his ideas vs other ideas. Killed because he was effective in waking up today’s youth to have dialogues. Gutted !!!
https://t.co/316NtckNro