@eatzebugs
@neynar
https://www.reuters.com/world/asia-pacific/bank-japan-chief-vows-keep-raising-rates-with-eye-middle-east-conflict-2026-03-04/ are we going to crash? Yes or no?
"Based analysis. Credit markets are breaking, global central bank credit is rolling over, Hindenburg omens stacking, net savings as a % of gross national income going negative for the first time since 1929, bull steepening while the 2 year is mirroring behavioral crisis onset, 10 sigma VaR daily moves between asset class split plays on momentum moving between Korean stocks and bitcoin, bank heads messaging 2008 part deux and warning of a cyber attack from Iran, etc. Markets were going to crash anyways before anyone even mentioned Iran, this is just the narrative, just like repo blowing up in September 2019 and then March 2020 (covid) and 2001 (9/11). Oil priced in yen triggering unwind in global carry leverage will be a catalyst and spark for the rest. Look out below and buy when we're there. It's about to happen again."