🇨🇭 Global One SI - Prompt
Scott Bessent dit qu'il n'est pas inquiet si le yen japonais se renforce face au dollar. Ces commentaires interviennent après que le Trésor américain a commencé à intervenir sur les marchés des changes la semaine dernière dans une tentative d'empêcher le…
🇺🇸 U.S. 30 year yield has broken out the wedge to the upside.
This is very concerning because the U.S. must roll over $9 trillion of short duration debt in 2026
As 🇯🇵 Japan is one of the largest holder of U.S. treasuries, its failure to halt the yen's devaluation against Dollar means an accelerated sale of U.S. treasuries.
We're now at the point where this becomes a systemic problem. As yields rise in the U.S. it entices Dollars to return home, draining liquidity from foreign markets and making Bank of Japan's control of their currency increasingly difficult.
This is very concerning because the U.S. must roll over $9 trillion of short duration debt in 2026
As 🇯🇵 Japan is one of the largest holder of U.S. treasuries, its failure to halt the yen's devaluation against Dollar means an accelerated sale of U.S. treasuries.
We're now at the point where this becomes a systemic problem. As yields rise in the U.S. it entices Dollars to return home, draining liquidity from foreign markets and making Bank of Japan's control of their currency increasingly difficult.
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We've been talking for years about the collapse of the Japanese yen carry trade triggering a global sovereign debt crisis.
Now, we might be entering that moment.
Remember, if you're going to change the global financial system, everyone has to be in the same boat.
Now, we might be entering that moment.
Remember, if you're going to change the global financial system, everyone has to be in the same boat.
BREAKING: The Federal Reserve may be drawn into intervening in Japanese Yen after US Treasury efforts stabilize the yen appear unsuccessful
The Federal Reserve's Dollar swap lines would be used to help the Bank of Japan. Analysts warn doing so could spark greater fear in the yen
The Federal Reserve's Dollar swap lines would be used to help the Bank of Japan. Analysts warn doing so could spark greater fear in the yen
🇨🇭 Global One SI - Prompt
S&P 500 stocks about the 50 day moving average is in a descending pattern similar to February 2026. What will be interesting is seeing what it does once it approaches the 60 day moving average next week (white line). That will be the critical moment where…
Absolutely perfect intersection of trend today on S&P stocks above the 50 day.
This is continuing to confirm the descending pattern is intact.
This is continuing to confirm the descending pattern is intact.
🇨🇭 Global One SI - Prompt
Absolutely perfect intersection of trend today on S&P stocks above the 50 day. This is continuing to confirm the descending pattern is intact.
Russell 2000 stocks above the 200 day remains in the 2018 resistance zone.
🇨🇭 Global One SI - Prompt
Fuck Cartels
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There's a US covert war going on right now against the drug cartel, and it's all about controlling natural resources
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🇨🇭 Global One SI - Prompt
Are RuSSian false-flag sabotage attacks on pipelines and energy installations supplying the European Union expected before this winter?
When Russian divers show up with bolt cutters that’s when we should worry. The EU talks about “strategic autonomy,” yet leaves Ireland, with Europe’s weakest military, to guard the seabed that carries most of the Wests internet.
Nearly 75% of all transatlantic cables pass through Irish waters. And in 2024? The Russian cable‑spy ship Yantar parked itself right over an Irish pipeline and announced it publicly. Basically saying: “We’re here. We know what you’ve got. And we know you can’t stop us.”
Its like asking a kindergarten to guard a nuclear silo.
Humor + reality
EU: “We must protect critical infrastructure.” Russia: sends divers with bolt cutters and deep‑sea robots Ireland: “We have… two patrol boats and a great pub.”
Funny — until you realize it’s real.
The actual threat picture:
Russia has ships designed to tap, map, and cut cables
Yantar and its sister vessels specialize in undersea operations
Cables lie on the seabed like unguarded spaghetti
The EU has no unified cable‑defense doctrine
Ireland lacks the capacity to stop a Russian special‑ops team
In short: When Russian divers show up with bolt cutters its not a drill. It’s a reminder of how fragile the Wests digital backbone really is.
Nearly 75% of all transatlantic cables pass through Irish waters. And in 2024? The Russian cable‑spy ship Yantar parked itself right over an Irish pipeline and announced it publicly. Basically saying: “We’re here. We know what you’ve got. And we know you can’t stop us.”
Its like asking a kindergarten to guard a nuclear silo.
Humor + reality
EU: “We must protect critical infrastructure.” Russia: sends divers with bolt cutters and deep‑sea robots Ireland: “We have… two patrol boats and a great pub.”
Funny — until you realize it’s real.
The actual threat picture:
Russia has ships designed to tap, map, and cut cables
Yantar and its sister vessels specialize in undersea operations
Cables lie on the seabed like unguarded spaghetti
The EU has no unified cable‑defense doctrine
Ireland lacks the capacity to stop a Russian special‑ops team
In short: When Russian divers show up with bolt cutters its not a drill. It’s a reminder of how fragile the Wests digital backbone really is.
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🇨🇭 Global One SI - Prompt
Hunting and being hunted are simply a matter of perspective.
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One wrong move and it’s over. Keep going. The next target is waiting. Never let see you coming
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🇪🇺 Europe’s military subordination is over.
EU defence spending will reach €454 billion in 2026—surpassing China and Russia combined.
🔸 At least 40% of defence equipment should be jointly procured by 2030.
🔸 European procurement should reach 60% by 2035, transforming Europe into a unified military bloc.
🔸 Europe needs a French-British nuclear deterrent independent of foreign guarantees.
Europe needs its own foreign policy.
Reaching 60% electrification, full military coordination and strategic autonomy is essential to making that possible.
EU defence spending will reach €454 billion in 2026—surpassing China and Russia combined.
🔸 At least 40% of defence equipment should be jointly procured by 2030.
🔸 European procurement should reach 60% by 2035, transforming Europe into a unified military bloc.
🔸 Europe needs a French-British nuclear deterrent independent of foreign guarantees.
Europe needs its own foreign policy.
Reaching 60% electrification, full military coordination and strategic autonomy is essential to making that possible.
BREAKING: 🇯🇵 Japan's 10 year yield hits 2.85% as the yen begins devaluing again to 158:1 USD
BREAKING: $AAOI jumps +13%, $POET +15%, $COHR +15%, $LITE +11% in pre-market trading as the semiconductor optical sector catches a rebound.
🇨🇭 Global One SI - Prompt
BREAKING: $AAOI jumps +13%, $POET +15%, $COHR +15%, $LITE +11% in pre-market trading as the semiconductor optical sector catches a rebound.
The Trump administration is drafting a ban on new Chinese optical transceivers which is a critical networking component inside AI data centers.
The move aims to keep Chinese hardware out of U.S. AI infrastructure before it becomes deeply embedded avoiding another Huawei-style removal effort.
$AAOI, $LITE, $COHR, $CRDO
The move aims to keep Chinese hardware out of U.S. AI infrastructure before it becomes deeply embedded avoiding another Huawei-style removal effort.
$AAOI, $LITE, $COHR, $CRDO
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