Thank you guys for joining me and welcome to Episode 6 of Season 2 brought to you by Magnelibra Trading & Research. This episode is entitled “Japan Rate Hike Coming & Colder Times Ahead! AMOC Slowing”
Quick Disclaimer: The following podcast is for educational purposes only. This is not a solicitation to buy or sell commodity futures or options. The risk of trading securities, futures and options can be substantial and may not be appropriate for all listeners.
Gulf of America coast in FL sees almost a foot of snow, this is not a 100 year event folks, this is a game changer, do not be fooled. Magnelibra has talked about a waning magnetosphere for quite some time and we have always said you will see signs, you will see increases in Aurora, Pink ones at that and you will see weather in places that you would have never suspected, tornadoes in San Francisco and now nearly a foot of snow in Florida. Don’t take this the wrong way, this isn’t to scare you this is to bring you real data that our climate is not controlled by humans by long standing cyclical and often cataclysmic events. Our entire realm has a plethora of this from mud flooded cities to melted brick buildings. Part of us feels that this is why Trump is making a move on Greenland. There is this theory that exists in regards to crustal displacement and our earths outer shell shifts and the polar regions move, in this case they move to the Equator and everything else shifts along with it. We aren’t sure how quickly that happens but its a theory. Then there is the real life on going fact that we are now moving toward a more cooler global climate for the next 25 years, driven by the slowdown in the Atlantic Meridional Overturning Circulation, or AMOC. Per a recent BBC article:
The AMOC is vital in regulating the temperature of the earth. Scientists measure it using scientific instruments deployed in different latitudes across the north and south Atlantic Ocean. But studies have suggested it will slow down or even collapse, which could have a catastrophic effect on our climate, and lead to more extreme weather. The National Oceanography Centre in Southampton has been studying the AMOC for 20 years.
The scary part is that these scientist said, “they will need at least another 10 years to see if the climate models, which predict future weather, are correct.”
Sorry guys you are going to have to do a little better than that! Speaking of the UK how about this winter storm warning I just saw “Storm Éowyn moves across the northwest of the UK on Friday, south to southwesterly winds will strengthen with gusts of 40-50 mph likely for a time, perhaps higher on exposed coasts and hills, before easing through the afternoon.
So there you guys go, stay safe out there!
Alright let’s move over to the big story this week and no its not Stargate, its the reality of the Bank of Japan and the fact they are about to threaten their own multidecadal interest rate ceiling. We would like to say we know what to expect if they do breech this threshold, but with the amount of capital tied up here and the fact that Chinese bonds having been moving in opposing fashion, who the hell knows! The BOJ has finally been forced to meet its day of reckoning and no doubt China is willing an able to take over the reigns of this zero rate policy! Anyway at 2am Est on Friday morning the BOJ is expected to deliver a rate hike targeting this threshold:
This is from Weston Nakamara’s substack and his take, if you don’t follow this kid, well you should! Here is what he posted:
This 25bps hike to 0.50% on the policy rate is well priced into markets already - so the official policy release (and not the Nikkei policy release) at around noon Japan time tomorrow shouldn’t be a market mover in and of itself. If BOJ has a dovish hike, JPY will sell off. If BOJ has a “hawkish” hike, JPY will be flat ~ slightly stronger. And if BOJ doesn’t hike at all, JPY will get crushed. This hike to 50bps is significant, because of the perception of this “50bp ceiling” that exists with market participants - in which prior BOJ “hiking cycles” haven’t been able to get above 0.50%. -Weston Nakamara
There is a lot at stake here and a lot of money at risk, so do not take this policy shift and what happens after lightly, these are decadal changing, we mean it! So the overall market reaction here is important so if you are not hedged up, well you are risking more than you should and even if you are buy only long forever type, volatility has a way of fixing complacency, so pay attention guys this decision and the news conference after is important!
Ok let’s just post the trackers and settles here this is already late:
Please note the changes to the tracker and we will update it once again tonight before the BOJ meeting:
As far as the MEGA8s Stargate has pushed Nvidia to the top spot and soon MSFT will take over Apple as well it seems. The hedge is on the 530C:
As far as MicroStrategy:
Support directly to our BTC address:
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