Alex

Value investing, technical analysis and macro. Japanese finance.

[Don Johnson @DonMiami3]

It’s a good thing we can eat data centers

[Index & Forget @IndexAndForget]

How $SNDK and $MU holders are having dinner this week.

[Alex @valuedivjp]

Second intervention starting! #USDJPY

[Kalshi @Kalshi]

JUST IN: AI companies represent 45% of S&P 500

[zerohedge @zerohedge]

*JAPAN'S FINANCE MINISTER KATAYAMA: WANT MARKETS TO CALM DOWN

then maybe change your entire fiscal policy?

[Marko Kolanovic @markoinny]

But Jensen said 90% of new knowledge will come from AI in 2-3 years.

https://t.co/NpIL9SS6Ej

[Heisenberg @Mr_Derivatives]

$SPX 6,969.69 is now 1.69% away.

Not even kidding.

[unusual_whales @unusual_whales]

Scott Bessent: "Martha, in case you don't know it, I'm actually a soybean farmer, so I have felt this pain too."

[Alex @valuedivjp]

@yieldsearcher

[Jim Cramer @jimcramer]

We told people to sell gold on Monday, I reiterate that call as it has become a total spec/meme Bitcoin replacement, TRIM

[Alex @valuedivjp]

@themarketradar GM

[クラヲ @kurawo_dqx]

@gorillataxjp 日産よりおにぎりに投資するのが正解でしたね

[Alex @valuedivjp]

@DarioCpx The BOJ:

[Alex @valuedivjp]

@DarioCpx

[JustDario @DarioCpx]

Ladies and gentlemen, please join me to celebrate the 50th intervention milestone just achieved by the BOJ! 🥳

So funny these people still pretend they are still pursuing rate hikes in this cycle

[Alex @valuedivjp]

@yieldsearcher https://t.co/LLdBjrFlZG

[JustDario @DarioCpx]

BOJ intervention number 41 - think about this, the real financial crisis hasn’t even started yet.

[JustDario @DarioCpx]

The BOJ intervenes a 4TH time today bringing the total to 25

Narrator: wow..

[Global Statistics @Globalstats11]

@stats_feed 🇯🇵 Japan's population change, by year:

2013: -238,621
2014: -269,416
2015: -284,789
2016: -330,916
2017: -394,421
2018: -444,085
2019: -515,854
2020: -531,816
2021: -628,205
2022: -798,214
2023: -831,872
2024: -898,000

[zerohedge @zerohedge]

Japan real wages: devastation