Deluded...

So rather than buying US Treasuries, and those same JPN investors have begun aggressively selling off US debt to bring their cash home. This is the main reason why US had joined Japan government in JPY intervention to support JPY. The cheaper JPY vs USD, the less sense for Japanese to buy new US Treasury. It also makes a lot of sense to sell USD based Treasury as they will end up with a lot more JPY. So, US Treasury is scared! Dead scare... The house of cards might just come tumbling down... It is strange times... while long term Treasury is now considered risky, US equity is still attractive to a certain extent... until it doesn't... remember that the bond market is so much larger compared to equity market. If bond sneezed 🤧, equity crashes...

What you had stated is the normal working government debts system. However, this normal no longer holds: The Failure of the Old Normal - For decades, the global financial system relied on specific "safety valves" that have now stopped working:The Infinite Cheap Capital Loop (Japan): Japan survived a gross debt-to-GDP ratio well over 230% because its interest rates were near 0%. Global investors used this to fund the Yen Carry Trade—borrowing free yen to buy higher-yielding assets like US Treasuries. Because inflation finally broke through Japan's low-growth stagnation, the Bank of Japan (BOJ) had to raise its policy rate. As rates creep higher toward expectations of 1.25%, the carry trade is aggressively unwinding. Furthermore, Japanese 10-year and 30-year bond yields hit multi-decade h

Property prices in most parts of Australia are undergoing correction. It is not just inflation triggered interest rate hikes, the new federal government’s policy of removing negative gearing is having a big effect on reducing investor’s appetite. The result is a withdrawal of property investment. This left only first time buyers in the market. Sellers obviously don’t want to sell to this group as they don’t have the money to pay the asking prices. Sales collapse. Inflation from oil prices hike and removal of government fuel prices subsides is not helping. Central bank might have no choice but to raise interest rate again. Australian inflation has stayed stubbornly high compared to those seen in Singapore. Banks are no doubt benefiting from rates hikes however with less property transaction

Gee… I heard most of these 500 will be doing sales… investment-linked insurance types… which is something I had experienced buying. Mixed bags of feelings… insurance should be what it is, protection. Investment on the other hand should also be what it is, growth and wealth… mixing both together might appear enticing for many older folks who don’t really know investing and simply want more interest for their savings… if the sales pitch says as it is, I would be fine, since even the non-educated would have been informed. A pity, from my past experiences, sales are sales. There’s always a glorifying package that masks 🎭 the actual product. I can only say that as Singaporeans become more affluent (assets and CPF rich), with cars 🚘 being so expensive, those savings have nowhere to go to, it’s n

I think she was correct to thank Buddha… she has been in Singapore for some time, she should know it’s for the wandering ghosts… so she was asking for Buddha’s help to protect her and count her blessings… especially she was doing it to gain frame as a netizen. Why else would she do it? Seriously… just because of fruit??! I don’t believe that… Chinese are much clever than that, bus drivers or otherwise…

I read about when you first started… think that was around COVID in 2020… you are still considered a newbie but you have started well… the one thing you didn’t have is to experience the market crashes… that would test your mantle and set you up as a true investor… [Chuckle][Evil] With a solid foundation, I am sure you will learn how to adjust when it comes. Just to be sure, market gives what it wants. We have to accept what it gives… of course, you could have a different view once you have experienced the baptism of fire 🔥…

stagflation is still a variable threat especially with the oil and gas prices still holding up or creeping higher now and then. With the war, it's not like the US national debt has any way to go but up... the indices might appear rebounding after corrections, the rebounds are increasingly weaker and seemingly supported by those components big tech companies rather than broad based buying. Furthermore, with Nasdaq's money 💰🤑 grabbing stint for companies such as $SpaceX(SPCX)$ , the index itself is no longer a good balance gauge of overall sentiments of the investment crowd. There's always a trigger or money sucking event that ends a 🐂, $SpaceX(SPCX)$ 's craze is as good as any... to signal a possible nex