Brothers, pay attention ⚠️. The biggest issue right now isn’t “Will the Fed’s rate cuts boost tech stocks?”—it’s that you might have the entire logic chain backwards!
Most people have forgotten a key variable: Japan’s rate hikes are tearing apart global liquidity. When Japan raises rates and trillions in carry trades are forced to unwind, global dollars will be pulled out like a receding tide in an instant. The liquidity injection can’t keep up with the outflow, which means—highly leveraged assets will be the first to collapse.
📉 The three most dangerous types of assets—don’t touch them too m
View OriginalMost people have forgotten a key variable: Japan’s rate hikes are tearing apart global liquidity. When Japan raises rates and trillions in carry trades are forced to unwind, global dollars will be pulled out like a receding tide in an instant. The liquidity injection can’t keep up with the outflow, which means—highly leveraged assets will be the first to collapse.
📉 The three most dangerous types of assets—don’t touch them too m