Midi-Chlorians Capital

LT Investor focused in Biotechs, Pharma & High Beta shares. Our moves are just whispers to the Universe and should not be seen as financial advice for others

[Midi-Chlorians Capital @MidiChloriansCp]

It's so obvious that this strategy will collapse the dollar and the yen against the euro and the yuan!!!

[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.

[Midi-Chlorians Capital @MidiChloriansCp]

Germany economic model completely beating US!!!
Green Energy, no fancy trendy AIs, lots of emigrants, cutting energy imports from Russia, strong commerce with China and, most of all, no President decisions based on financial markets short term perceptions...

[Midi-Chlorians Capital @MidiChloriansCp]

Stock Exchanges new ERA…

[Ed Conway @EdConwaySky]

🎥WHO PLACED THE BET?
Someone just made a killing with an extraordinarily well-timed bet on financial markets, minutes before Donald Trump's announcement of war talks yesterday.
Was it luck, or inside information?
Either way... someone just got rich.
Four min primer👇

[Midi-Chlorians Capital @MidiChloriansCp]

Euphoria back again!!!
https://t.co/io1aYxzj6a

[Share_Talk ™ @Share_Talk]

Investor Michael Burry, renowned for his prescient bet against the US subprime mortgage market during the 2008 financial crisis, has drawn parallels between cryptocurrency and the Dutch tulip mania of the 17th century. Such historical comparisons merit serious consideration from experienced market participants. Burry’s characterisation of current market conditions as potentially leading to “sickening scenarios” reflects a growing institutional recognition that Bitcoin’s valuation mechanics warrant rigorous scrutiny.
🔗 Read the full update here: https://t.co/Ol51GDZCCb

[Midi-Chlorians Capital @MidiChloriansCp]

With their great “creative accounting methods”, #Nvidia will always beat market expectations by, at least, 10 to 20%.
Their Auditors remember me the lady from S&P @ “The Big Short”…

https://t.co/fmTHr6EMcv

[Midi-Chlorians Capital @MidiChloriansCp]

How many months to default? Tic, tac...
https://t.co/PUbn0wy4Be

TOKYO, Feb 8 (Reuters) - Japan's volatile financial markets must now contend with Prime Minister Sanae Takaichi firmly in the driver's seat after her decisive ...

[Midi-Chlorians Capital @MidiChloriansCp]

Will the default of Japan create a systemic event?

[jeroen blokland @jsblokland]

It is astonishing how many investors refuse to see the colossal elephant in the room.

Using simple, straightforward math, Japan’s interest expenses on its unprecedented debt mountain rise from less than 2% to nearly 10% of GDP. Every year!

Read it now: https://t.co/lBc1m1Fzrp

[Midi-Chlorians Capital @MidiChloriansCp]

Shall we laugh or shall we cry???
https://t.co/awn7aCK1Iz

Meta's shares jumped after it said it plans to pour $135 billion into AI data centers.

[Midi-Chlorians Capital @MidiChloriansCp]

Prof. Damodaran never disapoints…

[Aswath Damodaran @AswathDamodaran]

In my second data update for 2026, I look back US equity performance in 2025, as faced with bad news and big risks, stocks still managed to deliver a good year of returns.https://t.co/4aJeqiFd98

[Midi-Chlorians Capital @MidiChloriansCp]

Could this be for real?

[Cyrille Jubert @Menthalo1]

Listen to this video.
Change the name of JPM for their real client that is US Treasury.

[Midi-Chlorians Capital @MidiChloriansCp]

We are living in a period of a huge wealth transference from Work to Capital. And AI will just increase it!

[Bravos Research @bravosresearch]

Company profits have been growing much faster than personal income

This is setting the stage for a MAJOR Wealth Transfer…

A thread 🧵

[Midi-Chlorians Capital @MidiChloriansCp]

It's starting...
https://t.co/08bEEvsDwl

[Midi-Chlorians Capital @MidiChloriansCp]

It will be fun to see what bailout it will be invented, this time!

[Federal Reserve @federalreserve]

Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX

[Midi-Chlorians Capital @MidiChloriansCp]

I wonder, what will happen on the day people start to question this government idea that Debt is not to be paid,..., just to be "managed" toward infinity

[Project Syndicate @ProSyn]

.@B_Eichengreen of @UCBerkeley weighs the potentially far-reaching implications of the Bank of Japan's announcement that it will soon consider raising interest rates. https://t.co/C58j5imZWQ

[Midi-Chlorians Capital @MidiChloriansCp]

This is a zero sum game. If China increased its trade surplus, who, specifically, increased its deficit?

[The Kobeissi Letter @KobeissiLetter]

BREAKING: China's overall goods trade surplus surged +21% YoY, to a record $1.1 trillion in the first 11 months of 2025.

This is already higher than the last full-year record of $990 billion.

China's trade surplus has nearly TRIPLED since 2019.

In November alone, the surplus jumped to $112 billion, the 3rd-largest monthly surplus on record.

Exports rose +5.9% YoY last month, significantly outpacing a +1.9% increase in imports.

This is all despite the -29% YoY decline in shipments to the US, the steepest since August, marking the 8th consecutive month of double-digit declines.

China has more than offset the US decline by ramping up shipments to the EU, Africa, and other emerging countries.

China increasing trade with non-US partners.

[Midi-Chlorians Capital @MidiChloriansCp]

300 Billion are peanuts. The new referential is in Trillions!!!
May the party go on...
https://t.co/qBTChbZEdv

Investors are wary of Oracle's reliance on OpenAI.

[Midi-Chlorians Capital @MidiChloriansCp]

Atlantic City is about to Kabooommm…

[Midi-Chlorians Capital @MidiChloriansCp]

Repeat with me: “we are not in a bubble”

[Charlie Bilello @charliebilello]

Apple's Price to Sales Ratio: 9.8x
10-year average: 5.7x

Apple's P/E Ratio: 36x
10-year average: 24x

Apple's EV/EBITDA Ratio: 28x
10-year average: 18x

$AAPL

Video: https://t.co/lXTeFAivMc