Rinus Michels werd geïnspireerd door Ernst Happel, die bij Feyenoord eerder dan Ajax 4-3-3 speelde en de buitenspelval introduceerde https://t.co/6HPnsID1DH
My wife left me today. She said it was because I “never stop talking.” I said the yen carry trade is a $20 trillion leveraged bet that the Bank of Japan will never normalize rates and she said “I’m taking the dog.”
Let me explain to you what I was trying to explain to her.
For thirty years Japan ran rates at zero. Zero. Free money. So the entire planet borrowed yen for nothing and bought literally anything with yield. Treasuries, Mexican peso bonds, Nasdaq, your uncle’s crypto. That’s the carry trade. It’s not a strategy. It’s a short volatility position wearing a business casual outfit.
Then in August 2024 the BOJ raised rates 15 basis points. FIFTEEN. And the yen ripped, the Nikkei fell 12% in a day, and the VIX printed 65. That was the tremor. That was the trailer.
She said “you said this last year.” I said YES AND I WAS RIGHT, THE MARKET JUST FORGOT, and she started packing.
Japan’s debt-to-GDP is roughly 250%. The BOJ owns over half the JGB market. They are the market. There’s no price discovery, there’s a guy in Tokyo with a printer and a dream. Every basis point higher on the long end costs them real money on debt they can never actually repay in real terms. So what do you do when you can’t default and you can’t pay? You inflate. You always inflate. It’s the only tool that doesn’t require anyone to vote.
She said “our marriage counselor thinks you have anxiety.” I said your marriage counselor doesn’t know what the 30-year JGB is doing and she said “NOBODY KNOWS WHAT THE 30-YEAR JGB IS DOING, THAT’S THE POINT, PAUL.”
My name isn’t Paul. That’s how far gone we are.
Anyway I’ve got canned goods, a Kagoshima yield curve chart laminated above the bed, and nobody left to explain it to. So it’s you now. Buckle up.
@Ejieddy@Calvin_256@JacobsBen@talkSPORT People who doesn't come from Europe, doesn't understand the way how we think about football. Football is for the normal worker, not for the elite. That's why football is the most watched sport in Europe. I think 80% of the presidents will say fuck off.
@TerugBijAf@Wausss Carillo is niks en wordt niks. Ik denk dat Ferri achter Ueda de beste spits is. Daarnaast denk ik dat Borges best kan verrassen, tegen Rayo was het in de eerste 30 minuten meer dan prima. Diarra is ook een talent, maar kan je beter verhuren aan ado ofzo. Sliti naar Excelsior aub.
@TerugBijAf@Wausss Eerst was Ferri nog de 4e spits en nu is het de 5e spits. Dan zegt hij dat Vanhoutte uit de basis is gespeeld, maar ik heb geen idee hoe die dit weet. Vanhoutte is echt een fantastische speler, alleen in Nederland begrijpen we dit soort niet. Buitenspelers komen nog wel.
@AbuelitaGb@TateNews_ I'm not for or against Tate. But what does it make you, if he goes free. Are you a psychopath aswell? Maybe your an Obama fan, and everyone knows that Obama is in the Epstein files.
What does that makes someone than?
A psychopath or someone who doesn't know shit and yell?
@TerugBijAf@deegeebee93 Toon van Bodegom zal na afloop van zijn huidige termijn vertrekken als voorzitter van de raad van commissarissen van Feyenoord. De bestuurder stopt halverwege het seizoen 2026/2027, waarmee zijn periode van acht jaar in De Kuip ten einde komt.
Bijna je zin.
@Michael97453926@7Clicks Is this all you have to say on what I have said?
Uhm in theory he had faced an allegation from the UK in his last time he get raided when he was sitting in his house, while he has house arrest.
The corrupt Romanian, saw the accusation and said this is to little. So they let go
@Michael97453926@7Clicks The post office scandal, Andrew Malkinson and Sally Clark, so that's 3 of them out of my head.
This wasn't fair at all.
Tate had 3 years jail time or in jail or as house arrest. After those 3 years they let him go from Romania, why is that you think?
@Michael97453926@7Clicks Trump is also in the Epstein list. So I hope the light wins it from the dark my friend. I hope they got behind bars, everyone who touch underaged humans.
I don't think it's complex. You fucked children, it doesn't matter where you from. You need to go to jail, that's democracy.
This is how the stock market works
Ebay goes up = GME goes down
Ebay goes down = GME goes down
Bitcoin goes up = GME goes down
Bitcoin goes down = GME goes down
Institutional ownership goes up = GME goes down
Institutional ownership goes down = GME goes down
GME posts record earnings = GME goes down
GME makes $600 million annual profit = GME goes down
GME makes $500 million gain on Ebay stake = GME goes down
CEO buys 1 million shares = GME goes down after 3 days
Thank you for coming to my ted talk
@Michael97453926@7Clicks He doesn't get a fair trial, everyone knows. But what about Prince Andre, he fucked children and walks free around in UK? What's that about?