Ruhal

Curious and selectively loud

[Forbes Business Council @ForbesBizCncl]

Six Must-Have Skills To Thrive As A Data Analyst In 2025 https://t.co/XyKaKqVOLb Written by @dataremixed of @dataliteracycom

[Shanaka Anslem Perera ⚡ @shanaka86]

THE GLOBAL FINANCIAL SYSTEM JUST BROKE IN TOKYO

Japan’s 30-year bond yield hit 3.41% today. That number means nothing to you. Here’s why it should terrify you.

Japan owes 230% of everything it produces. It’s the most indebted nation in human history. For 35 years, they kept the lights on by borrowing at near-zero rates. That era ended this morning.

Here’s What Just Happened

Core inflation is running at 3.0%. Government bond yields are spiking to levels not seen since 1999. China just conducted its 25th military incursion near Japanese waters this year. Japan is now forced to spend 2% of GDP on defense … nearly 9 trillion yen annually.

The Bank of Japan is trapped between two impossible choices: raise rates and trigger a debt collapse, or keep rates low and watch inflation destroy savings. They chose door number two.

Why You Should Care

Every major bank, hedge fund, and institution on Earth has borrowed yen at cheap rates and invested it elsewhere for 30 years. This “carry trade” could be worth anywhere from $350 billion to $4 trillion. Nobody knows the real number because it’s hidden in derivatives.

When Japan’s system breaks, this money unwinds. Fast.

The last time we saw a preview … July 2024 … the Nikkei dropped 12.4% in a single day. The Nasdaq fell 13%. That was a small tremor. The earthquake is coming.

The Math Is Simple!

Japan’s government pays interest on $9 trillion in debt. Every 0.5% increase in rates costs them $45 billion annually. At current yields, debt service will consume 10% of all tax revenue. That’s the death spiral threshold.

The yen is trading at 157 to the dollar. If it strengthens to 152, the entire carry trade becomes unprofitable. Unwinding begins. Emerging market currencies could drop 10-15%. The Nasdaq could fall 12-20% as funds are forced to sell.

What Happens Next

December 18-19, the Bank of Japan meets. Markets are pricing 51% odds they raise rates another 0.25%. If they do, volatility explodes. If they don’t, inflation accelerates and the problem gets worse.

There is no way out. Japan’s fiscal dominance is now permanent. They must keep the yen weak to service their debt. This means the free money that powered global markets since 1990 is ending.

The Bottom Line

Interest rates worldwide are going up 0.5-1.0% permanently. Not because of inflation. Because the world’s largest creditor nation can no longer subsidize global growth.

Your mortgage, your car loan, your credit card … all repricing higher. Stock valuations built on cheap money … all compressing. The everything bubble … all deflating.

This is not a recession. This is a regime change. The largest liquidity engine in financial history just seized up, and most people won’t understand what happened until their portfolios are down 30%.

Tokyo broke the world today. You’ll feel it tomorrow.​​​​​​​​​​​​​​​​

Read the full data driven deep dive article -

https://t.co/enhJeYNeo1

[Michelle Fang 🌁 @michelleefang]

nyc: are we dating the same guy?

sf: ARE WE HIRING THE SAME GUY???

[Jayant Bhandari @JayantBhandari5]

Now that the ceasefire has been announced, here is a lesson for Indians and Pakistanis, both of who are low IQ morons: Your real enemy is your own politicians, bureaucrats, armies, mullahs and other demagogues. Use your weapons effectively. Stop deifying these lowlifes.

[Paras Chopra @paraschopra]

Wow, so much fake news!

Even by mainstream media. Shameful!

[Dai 🏴󠁧󠁢󠁷󠁬󠁳󠁿🇬🇧 @daibach23]

True.

[Ruhal @ruhalshkh]

@Mr_Scott_Cheggs There’s your non Muslim countries doing almost equally well

[Ruhal @ruhalshkh]

@Mr_Scott_Cheggs @abdulafandii The principles of a religion and how its practiced in some parts of the world are two entirely different sides of the argument. Why don’t you judge Islam on the basis of how it’s practiced in Malaysia, Morocco, Oman etc

[Ruhal @ruhalshkh]

https://t.co/UIzdEcX1HM

[Tablesalt 🇨🇦🇺🇸 @Tablesalt13]

🚨🚨MAJOR BREAKING POLLING UPDATE - APR 27

FINAL MAINSTREET POLL SHOWS UNDECIDEDS BREAKING FOR PIERRE

This is what you were waiting for! Pierre victory within the margin of error! VOTE!

[Sam Altman @sama]

o3 and o4-mini are super good at coding, so we are releasing a new product, Codex CLI, to make them easier to use.

this is a coding agent that runs on your computer. it is fully open source and available today; we expect it to rapidly improve.

[Andrew Lokenauth @FluentInFinance]

I can't stress this enough

[. @junaidsksk]

My hot take is you don’t abandon your key players when going through a bad patch. Shadab will win us matches in India, we must back him

[Ruhal @ruhalshkh]

@junaiddmir godspeed!

[WF @WhaleFUD]

JUST IN:

The judge allows Binance to continue operating as usual. U.S assets will not be frozen.

[Ruhal @ruhalshkh]

RAVINDERA JADEJAAAA!!!

[Ruhal @ruhalshkh]

My dad does in case u want to switch genres

[This not so charming woman 🇵🇸 @mftrainwreck07]

Fav genre of men

[Ariba Shahid @AribaShahid]

I want to understand why people make videos of themselves walking? Especially slow motion power walks?

[Justin Welsh @thejustinwelsh]

Make money, stay healthy, help people, love your family, and travel the world.

Everything else is just a dog and pony show.

[Paras Chopra @paraschopra]

I get taxed at the highest rate, contribute crores to India's revenue and yet get a constant stream of summons from the tax department.

On the other hand, businessmen who deal in cash and don't pay taxes live a comfortable, unquestioned life.