Sunny V Jain

Investor in Equity, Real estate & Alternative Investments

[Bull Theory @BullTheoryio]

THIS IS INSANE.

The US Treasury Secretary left his notepad open for photographers on purpose so the market would see what he was about to do.

At Friday's cabinet meeting, reporters photographed Scott Bessent's to-do list. It read "Buy Japanese Yen (JPY) $5-10 bil."

He confirmed it was deliberate on CNBC: "I just wanted to make sure that all the reporters looking on, over my shoulder, also knew the symbol 'JPY' for the Japanese yen."

This is the first joint US-Japan yen intervention in almost 30 years.

Bessent is not a typical Treasury secretary. He spent decades running hedge funds and made $1 billion on currency bets working for George Soros.

He has visited Japan more than 50 times and calls BOJ Governor Ueda a longtime friend.

The methods are unusual too. The US sold euros rather than dollars, which analysts believe was to avoid weakening the dollar.

Bessent has also pushed for the Fed's FIMA facility, which lets Japan borrow dollars against its $1 trillion in Treasuries without selling them.

Former Treasury official Stephen Myrow: "He's acting more like a macro trader than a traditional Treasury secretary."

Bessent says more action is coming. He warned Tuesday that if the yen keeps falling, other Asian currencies follow.

Trump said the US will get a "financial benefit" from the intervention, without saying what that means.

[Barchart @Barchart]

It's time to raise rates, cautions Minneapolis Fed President Neel Kashkari 🚨 🚨

[RedboxGlobal India @REDBOXINDIA]

AEGIS LOGISTICS: Q1 CONS NET PROFIT 4.84B RUPEES VS 1.3B (YOY)

AEGIS LOGISTICS: Q1 EBITDA 7.14B RUPEES VS 2.4B (YOY) || Q1 EBITDA MARGIN 30.3% VS 12.8% (YOY)

[RedboxGlobal India @REDBOXINDIA]

SIEMENS: SEES SURGE IN DATA CENTER SPENDING AND HIGHER RETURNS FROM SELLING SOFTWARE TO INDUSTRY

[SilverTrade @silvertrade]

⚠️3 SCENARIOS POSSIBLE FOR THE IRAN WAR & GOLD

💥1. MAJOR RESUMPTION OF THE WAR; Iranian oil infrastructure is blown up by the US Gov't & then Iran does the same thing to the oil infrastructure of its neighbors.

Oil would then surge back to the $120 area highs (or beyond), the outrageously overvalued US stock market would collapse, the Fed “soup kitchen” would do an emergency rate cut &… 
🔥THE PRICE OF GOLD WOULD SKYROCKET.

🚧2. NO MAJOR RESUMPTION OF THE WAR, BUT HORMUZ STAYS CLOSED

Within a few months..

Continues at SilverTrade: 👇
https://t.co/6kSN3ghKES

[RedboxGlobal India @REDBOXINDIA]

GUJARAT NARMADA VALLEY FERTILIZERS & CHEMICALS: CO APPROVED MOU WITH GMDC TO EVALUATE OPPORTUNITIES ACROSS COAL-TO-CHEMICALS VALUE CHAIN

[RedboxGlobal India @REDBOXINDIA]

MARUTI SUZUKI: CO SAYS IT WILL ABSORB MOST INPUT-COST INFLATION DESPITE WEST ASIA TENSIONS, LIMITING VEHICLE PRICE HIKES WHILE REAFFIRMING CAPACITY EXPANSION TO 4.4 MILLION UNITS BY FY33.

[TreasuryBonds.com @TreasuryBonds1]

THE U.S. TREASURY IS DOUBLING DOWN ON “T-BILL AND CHILL.”

Despite rising borrowing needs, the Treasury plans to keep note and bond auction sizes unchanged for at least the next several quarters, likely pushing any major increase deeper into 2027.

Instead, the government will continue relying heavily on short-term Treasury bills.

That comes as:

• Quarterly borrowing was raised to $739 billion
• The T-bill share of total debt is already historically high
• Longer-term yields have climbed sharply
• Refinancing costs are becoming increasingly sensitive to Fed policy

One subtle but potentially important change: Treasury now says it is evaluating future “changes” to coupon issuance, not necessarily “increases.”

The longer officials delay adjusting issuance, the more sudden the eventual shift will need to be.

[RedboxGlobal India @REDBOXINDIA]

ION EXCHANGE: Q1 CONS NET PROFIT 41M RUPEES VS 487M (YOY)

ION EXCHANGE: Q1 REVENUE 7B RUPEES VS 5.8B (YOY)

ION EXCHANGE: Q1 EBITDA 317M RUPEES VS 625M (YOY) || Q1 EBITDA MARGIN 4.53% VS 10.72% (YOY)

[RedboxGlobal India @REDBOXINDIA]

GE VERNOVA T&D: Q1 SL NET PROFIT 3.63B RUPEES VS 2.9B (YOY)

GE VERNOVA T&D: Q1 REVENUE 18.36B RUPEES VS 13.3B (YOY)

GE VERNOVA T&D: Q1 EBITDA 4.61B RUPEES VS 3.88B (YOY) || Q1 EBITDA MARGIN 25.1% VS 29.14% (YOY)

[Peter Schiff @PeterSchiff]

Gold is up another $50, adding to today’s $170 gain and trading just below $4,300. Investors are starting to figure out that while Warsh is talking about fighting inflation, he is busy creating more of it by conducting dollar swaps to prevent Japan from selling U.S. Treasuries.

[Willem Middelkoop @wmiddelkoop]

The Big Monetary Reset

[Valerie Anne Smith @ValerieAnne1970]

Dr. Paul Thomas, MD: "You are MORE likely to die from the VACCINE than from the DISEASE, this is true for EVERY single vaccine on the childhood schedule."

"There Is No Safe Vaccine On The Childhood Schedule... Period."

The statistical risk of death of each vaccine...

The risk of death from Polio is 1 in 1 trillion
The risk of death from the Polio vaccine is 1 in 215K

The risk of death from Diphtheria is 1 in 42.5 million
The risk of death from the Diphtheria vaccine 1 in 76K

The risk of death from Tetanus is 1 in 1.5 million
The risk of death from the Tetanus Vaccine is 1 in 76K

The risk of death from Pertussis is 1 in 2.3 million
The risk of death from the Pertussis vaccine is 1 in 76K

The risk of death from Measles is 1 in 106.5 million
The risk of death from the Measles vaccine is 1 in 108K

The risk of death from Mumps is 1 in 40.3 million
The risk of death from the Mumps vaccine is 1 in 108K

The risk of death from Rubella is 1 in 0/negligible
The risk of death from the Rubella vaccine is 1 in 108K

The risk of death from Chickenpox is 1 in 32.3 million
The risk of death from Chickenpox vaccine is 1 in 202K

The risk of death from Hepatitis-A is 1 in 1.6 million
The risk of death from the Hep-A vaccine is 1 in 73K

The risk of death from Hepatitis-B is 1 in 305K
The risk of death from the Hep-B vaccine is 1 in 96K

The risk of death from HIB is 1 in 1.5 million
The risk of death from the HIB vaccine is 1 in 46K

The risk of death from Pneumonia is 1 in 236K
The risk of death from Pneumonia vaccine is 1 in 50K

The risk of death from Meningitis is 1 in 822K
The risk of death from Meningitis vaccine is 1 in 141K

The risk of death from Influenza is 1 in 136K
The risk of death from the Influenza Vaccine is 1 in 15K

**Statistical Facts From Dr. Paul Thomas' Book: "Vax Facts."**

[JackTheRippler ©️ @RippleXrpie]

🚨BREAKING: 🇷🇺 President Putin has officially signed the CRYPTO CLARITY ACT into law.

If the United States of America fails to PASS the CLARITY ACT, it will LOSE in the race against Russia and China.

[RedboxGlobal India @REDBOXINDIA]

CUMMINS INDIA: Q1 SL NET PROFIT 5.43B RUPEES VS 5.9B (YOY)

CUMMINS INDIA: Q1 REVENUE 33.75B RUPEES VS 29B (YOY)

CUMMINS INDIA: Q1 EBITDA 7.27B RUPEES VS 6.24B (YOY) || Q1 EBITDA MARGIN 21.53% VS 21.83% (YOY)

[Stern Drew @SternDrewCrypto]

🚨 U.S. Treasury Secretary Scott Bessent Just WARNED The Fed: Expand the FIMA facility NOW or watch the yen collapse and drag U.S. Treasuries down with it.

Japan is bleeding. The U.S. already intervened once… and it failed. Bessent is telling the Fed: “Help prop up the yen with dollar loans or Japan starts dumping American debt.”

Now Bessent is publicly pushing the Fed to expand its FIMA repo facility so Japan can borrow massive dollars against its Treasuries, instead of selling them.

This isn’t cooperation. This is desperation.

What’s really going on:

Japan holds over a trillion in U.S. debt. Selling even part of it would spike yields and crush markets. So Bessent wants Fed liquidity to paper over the problem.
Extremely risky long-term, terrifying consequences:

• Erases Fed independence as the Treasury publicly pressures it to expand facilities for a foreign crisis.

• Signals the world’s second-biggest U.S. debt holder is in deep trouble. Markets will test how far this goes.

• Turns a temporary tool into a permanent backdoor bailout. The market will force ever-larger interventions.

• Risks accelerating a loss of confidence in both the yen and the dollar.

BoJ Banker Yuto had earlier warned about forced U.S. interventions and it did indeed happen.

He also warned that BoJ has discussed the worst case scenario that considers collapse of creditors trust on U.S. dollars but Washington will never let that happen.

The famous City of London banker @LordBelgrave had dropped this exact playbook at the start of the year, suggesting this crisis could very well be planned. He had also revealed that most of the financial crisis are engineered by central banks and IMF.

These backstops rarely stop the crisis, they just make the eventual reckoning far bigger.

[Stern Drew @SternDrewCrypto]

🚨🇷🇺 Putin Has CONFIRMED A New Payment Infrastructure With BRICS Using Blockchain To Ditch The Dollar

At the International Economic Forum, Putin dropped this absolute BOMBSHELL:

“Any country can at any moment be deprived of access to its legitimate assets, which are placed in dollars or euros, as well as to Western financial payment infrastructure.

The Western Financial System is clearly out of date and the monopoly will no longer continue as we plan to use international payments using advanced blockchain solutions.”

Russia is now FULL SPEED AHEAD on BRICS blockchain adoption while Putin (echoing their Foreign Minister) just admitted the quiet part out loud:

“We were NEVER against the U.S. trade or dollar… but sanctions & SWIFT system got weaponized like a financial nuke against ANYONE they don’t like.”

Translation?

They still want to trade with America… BUT only through a neutral, decentralized currency system that NO ONE can freeze, sanction, or control.

But it gets WORSE for Dollar Dominance…

China has been SECRETLY BUYING GOLD for 20 consecutive months straight, stacking the physical metal like there’s no tomorrow to back the coming PETROYUAN and a gold-anchored BRICS settlement system that NO central bank, no sanctions, and no Washington can touch or freeze!!

When Russia, which had always been anti-crypto, talks about blockchain technology to build a new payments system away from the Dollar….

The Senate needs to get a grip on their politics and pass the Clarity Act before they’re left behind.

[Ritesh Jain @riteshmjn]

Just extending the arguement here…. If countries can’t sell their US treasury holdings and are arm twisted into repoing it and using it as collateral to take money from a standing funding facility then why should you even buy US treasuries.

This is why countries with no U.S. military bases are the only ones who can refuse to own U.S. treasuries.

[Ritesh Jain @riteshmjn]

Misleading headline.

Japan owns $1.4T of U.S. treasuries.

Japanese currency was under pressure because inflation was rising and BOJ is too scared to increase rates which should have led to stabilization of JPY… but they have old scars of severe deflation hence reluctant to fight nascent inflation.

But BOJ can intervene in currency markets.. sell dollar and buy yen to support their own currency.

But the “Dollar” assets are all invested in US treasuries worth USD 1.4T

So basically to support yen they need to sell US treasuries and then use the USD to buy yen

Now US is scared of Japan selling U.S. treasuries because it could destabilize U.S. treasury markets and raise funding cost for heavily indebted U.S. govt.

US treasury decides to do its own part and intervene in currency markets to help BOJ and tell market that U.S. treasury is also watching closely the DLRJPY and will not allow JPY to continue depreciation

But U.S. treasury did not sell USD to buy JPY in this intervention… they used Euro ( from their FX reserves) to sell it vs JPY and buy JPY to support yen. Why did they not use dollar and used euro to sell against JPY .. because if they would have used USD instead of Euro, market would have taken it as a signal to weaken US dollar.

They also did one more thing.. they opened a facility for BOJ ( which till now could be used only by US banks in case of emergencies)… now BOJ need not be fearful .. and is now getting arm twisted to use this facility in which BOJ can use its holdings of US treasuries as collateral and borrow USD to intervene in currency markets without selling their stash of U.S. bonds.

I also read a note by the famed Zolton poscar where he hinted that .. US treasury can actually buy 30/40 year JGB bonds to support the imploding JGB bond market.

So Japan doesn’t need to sell USD bonds and U.S. treasury might buy long dated JGB with the yen it has accumulated through its recent intervention… you scratch my back and I scratch your back.

Confetti money my friends… cash is going to be complete trash… and savers should be punished for saving after understanding what US treasury secy did this week.

No wonder every damm risk asset is breaking out .. it’s like cash should be converted into an asset before it loses its value.

[RedboxGlobal India @REDBOXINDIA]

BHARAT FORGE: CO SEES SHARP DROP IN CLASS 8 TRUCK ORDERS