Kalevi Varis

I tweet about macroeconomics and finance in general. Tweets represent my own opinion.

[Nobody Special @JG_Nuke]

The four biggest Japanese life insurers have a combined $96B in unrealized losses on Japanese govt bonds.

For context, Silicon Valley Bank had just over $15B in unrealized losses on US treasuries when it failed in 2023.

[bob coleman @profitsplusid]

identified silver fundamentals back 2022

[Make Gold Great @MakeGoldGreat]

🚨WE’RE WATCHING THE END OF THE PAPER #SILVER GAME REAL-TIME.
THEY WON’T SURVIVE WHAT’S COMING.

Very few.

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Keep an eye on this one ✍️

Trump's "gold card" is set to launch next week

A couple months ago we flagged Rep. Knott for buying $30K of CompoSecure

$CMPO seems to have a monopoly on manufacturing "metal credit cards"

And his brother happens to sit on the board

Stock is +8% since his buy on 1/14

[Lyn Alden @LynAldenContact]

So far, this is the area arguably hit hardest. Big companies like Apple got tariff exemptions but all the little companies importing widgets and stuff are the ones still facing the brunt of it.

[Lyn Alden @LynAldenContact]

The existing monetary order is structurally imbalanced, and those imbalances are cumulative.

That's why it's beginning to break itself down.

[zerohedge @zerohedge]

Europe Waves The White Flag: EU Prepares "Term Sheet" Of Concessions For Trump Trade War https://t.co/fwzdV6DKxr

[Nobody Special @JG_Nuke]

🚨BREAKING: Coreweave cuts IPO offering at the last minute. If only somebody had been trying to warn everyone about this company for 2 years🤨
$CRWV #AiMania

[MacroEdge @MacroEdgeRes]

Banks are halting the sales of silver bars amid surging demand, driven by increasing global uncertainties brought by U.S. President Donald Trump's tariff threats, industry officials said Friday

#MacroEdge

[Nobody Special @JG_Nuke]

The $SMCI Business Update was one big pile of💩

[Joseph Brown @heresyfinancial]

The hidden dangers of a US Sovereign Wealth Fund

[Holger Zschaepitz @Schuldensuehner]

Good Morning from #Germany, where the nation's wealth is on the decline. Germany is the only major industrialized country where GDP per capita remains below its 2019 level in 2025. In contrast, Americans are now 11% wealthier on avg, Italians 8%, Spaniards 5%, and the French 3%.

[Nobody Special @JG_Nuke]

The CEO of China Vanke, Zhu Jiusheng, was taken away by police this morning after a massive selloff in Vanke's bounds stoked panic among investors that the developer might default on it's debt. #Vanke

[Joseph Brown @heresyfinancial]

China is collapsing

Injecting liquidity as a last ditch effort to stimulate growth while bond yields crater

You can’t fight demographics

[MacroEdge @MacroEdgeRes]

The year/year total employment level was negative for just the second time since Aug 2010, excluding the COVID lockdown period.

#MacroEdge

[Nobody Special @JG_Nuke]

$SMCI Plans to have a plan by two days after the deadline for their second delisting in 6 years. I can see why you guys like this company🤨

[zerohedge @zerohedge]

Buffett's cash hits a record $325 billion, up $48 billion this quarter, and up $168 billion (+94%) in the 9 months of 2024

[zerohedge @zerohedge]

There it is

*FED REVERSE REPO USE FALLS TO $155B FOR FIRST TIME SINCE 2021

down $46BN overnight.

Market about to find out what real tightening is

[Joseph Brown @heresyfinancial]

Could Trump actually end income taxes?

[CrossBorder Capital/ GLIndexes @crossbordercap]

Just noting...#China #Liquidity