My apologies for posting off topic. But I thought you should know how the WEF/Davos elites are treating one of their Young Global Leaders, your 'friend' Bill Browder
“Human beings, who are almost unique in having the ability to learn from the experience of others, are also remarkable for their apparent disinclination to do so.” ~ Douglas Adams. Thank you Alex for your insight and understanding.
Jan 19, 2023·edited Jan 19, 2023Liked by Alex Krainer
Bond cycles are slow, because, especially in Japan's case: the interest rates/deflation reflect shrinking demographics.
The salary man culture worked great during the export boom, but as with all things export (if you're NOT the United States), well...the US loves to "stop on a dime" to pull the rug out from underneath. They did it with Japan ["an ally" LOL] (using, of all things opening offshoring to CHina, to "put Japan in it's place", thus ushering in an era of even greater semiconductor-led inequality at home on the back of a "Republican" (LOL) Reagan administration), now they're trying to stop China's exports "on a dime". This time, using Covid, INflation, Shipping work stoppages, all help "stop on a dime". All part of the program.
Japan is now in a fiscal trap like a developing economy, and like the UK. They simply can NOT tolerate sudden fiscal spurts of spending without BOJ! (and to think....THIS Is the country supposed to "proxy-fight" CHina on behalf of US?!).
Did you catch Bloomberg alleged mea culpa on QE? I don't know if that's informed opinion, or misleading propaganda to fit "the current global rate hike program"?
Always brilliant Alex! What we all fail to recognize in our future-casting...is the unrecognizable...the chaos effects that will always...and always have... permeated our realities. Our sense of determinism...judgement and decision making does not permit us to witness our blind spots...only other's blindspots in the rear view mirror...of history. When we go on a holiday...we pick where we are to visit...it is the joy of discovery...not knowing what is around the next bend in the road...that makes the journey a vacation...to vacate our knowingness. We enjoy pattern recognition...our survival is dependent on it...but still we are filled with delusion, illusion and error. Shall we ask the bus driver to stop so we can exit the journey?
Unmitigated demographics meets unbridled socialism. When reality and fiction meet head on, reality always wins.
It's a battle between taxpayers and tax takers. The pressure of rising global debt will crush the financial system.
Central bank corruption can only postpone the inevitable. Maybe Japan is the first to crack. It's all connected and contagion, unlike viruses, is very real.
You can see his posts. Just don't log in. I'm no longer on twitter and I can view all posts (except private).
The search filters can also be used to view history of tweets.
Some features have opened up since Musk took over. This may have been done in order to get more non-twitters users to join, and may of course change in the future.
Professor Richard Werner
Princes of the Yen: Central Banks and the Transformation of the Economy
https://www.youtube.com/watch?v=p5Ac7ap_MAY
My apologies for posting off topic. But I thought you should know how the WEF/Davos elites are treating one of their Young Global Leaders, your 'friend' Bill Browder
https://twitter.com/Billbrowder/status/1614897488124583938
https://twitter.com/Billbrowder/status/1615689102434914308
“Human beings, who are almost unique in having the ability to learn from the experience of others, are also remarkable for their apparent disinclination to do so.” ~ Douglas Adams. Thank you Alex for your insight and understanding.
Never mind that BoJ owns like 7%-9% of many stock exchanges world wide, including the US. Another great read thanks Alex!
Bond cycles are slow, because, especially in Japan's case: the interest rates/deflation reflect shrinking demographics.
The salary man culture worked great during the export boom, but as with all things export (if you're NOT the United States), well...the US loves to "stop on a dime" to pull the rug out from underneath. They did it with Japan ["an ally" LOL] (using, of all things opening offshoring to CHina, to "put Japan in it's place", thus ushering in an era of even greater semiconductor-led inequality at home on the back of a "Republican" (LOL) Reagan administration), now they're trying to stop China's exports "on a dime". This time, using Covid, INflation, Shipping work stoppages, all help "stop on a dime". All part of the program.
Japan is now in a fiscal trap like a developing economy, and like the UK. They simply can NOT tolerate sudden fiscal spurts of spending without BOJ! (and to think....THIS Is the country supposed to "proxy-fight" CHina on behalf of US?!).
Did you catch Bloomberg alleged mea culpa on QE? I don't know if that's informed opinion, or misleading propaganda to fit "the current global rate hike program"?
https://ibb.co/JvpbqWG
https://ibb.co/4JsXQcM
As always, fantastic stuff Alex. Could not agree more on the conclusion.
Always brilliant Alex! What we all fail to recognize in our future-casting...is the unrecognizable...the chaos effects that will always...and always have... permeated our realities. Our sense of determinism...judgement and decision making does not permit us to witness our blind spots...only other's blindspots in the rear view mirror...of history. When we go on a holiday...we pick where we are to visit...it is the joy of discovery...not knowing what is around the next bend in the road...that makes the journey a vacation...to vacate our knowingness. We enjoy pattern recognition...our survival is dependent on it...but still we are filled with delusion, illusion and error. Shall we ask the bus driver to stop so we can exit the journey?
Unmitigated demographics meets unbridled socialism. When reality and fiction meet head on, reality always wins.
It's a battle between taxpayers and tax takers. The pressure of rising global debt will crush the financial system.
Central bank corruption can only postpone the inevitable. Maybe Japan is the first to crack. It's all connected and contagion, unlike viruses, is very real.
You can see his posts. Just don't log in. I'm no longer on twitter and I can view all posts (except private).
The search filters can also be used to view history of tweets.
Some features have opened up since Musk took over. This may have been done in order to get more non-twitters users to join, and may of course change in the future.