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The Great Martis

@great_martis • 198,651 subscribers

Cursed with knowledge.

Shorts

I told you so. Off for a walk. Back soon.

I told you so. Off for a walk. Back soon.

19,892 Aufrufe

When you’ve been a Great Martis subscriber for one month.

When you’ve been a Great Martis subscriber for one month.

15,689 Aufrufe

Sayonara 🇯🇵

Sayonara 🇯🇵

42,124 Aufrufe

Sayonara 🇯🇵

Sayonara 🇯🇵

44,992 Aufrufe

Sayonara 🇯🇵🈵

Sayonara 🇯🇵🈵

57,198 Aufrufe

One of many ….

Sensitive content

One of many ….

48,720 Aufrufe

As predicted, stagflation worsens.

As predicted, stagflation worsens.

79,388 Aufrufe

Yet another predictable casualty, serving as a stark reminder that Wall Street humbles anyone who underestimates it. There are no shortcuts. Long-term survival demands deep passion, unwavering discipline, and an absolute obsession with risk management. Managing risk is 90% of the game. If you do not intimately understand market mechanics... the market will eliminate you. A final word from the GREAT ONE before heading out to dinner.

Yet another predictable casualty, serving as a stark reminder that Wall Street humbles anyone who underestimates it. There are no shortcuts. Long-term survival demands deep passion, unwavering discipline, and an absolute obsession with risk management. Managing risk is 90% of the game. If you do not intimately understand market mechanics... the market will eliminate you. A final word from the GREAT ONE before heading out to dinner.

53,030 Aufrufe

Total confusion is gripping the markets. Let’s clear the fog on the Yen, the Carry Trade.💹 The Yen collapse is actually providing a massive buffer for a multi trillion dollar carry trade. An abrupt unwind here would be cataclysmic, threatening to derail the global financial system and that’s before factoring in hyper-inflated valuations abroad. This global situation will not end quietly. For now, the declining Yen isn't an immediate threat to the carry trade. But Japan is staring down a massive sovereign bond market crisis. A weak Yen acts as an inflation accelerator. Because Japan imports almost all of its oil, skyrocketing energy costs are becoming an extreme economic burden. As inflation continues to heat up, the cornered BOJ will be forced to lift rates higher. This policy shift will inevitably strengthen the Yen, sparking a brutal, chaotic unwind of the global carry trade. The Godzilla trade remains dormant for now. God help us if it awakens. 📉🇯🇵

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Total confusion is gripping the markets. Let’s clear the fog on the Yen, the Carry Trade.💹 The Yen collapse is actually providing a massive buffer for a multi trillion dollar carry trade. An abrupt unwind here would be cataclysmic, threatening to derail the global financial system and that’s before factoring in hyper-inflated valuations abroad. This global situation will not end quietly. For now, the declining Yen isn't an immediate threat to the carry trade. But Japan is staring down a massive sovereign bond market crisis. A weak Yen acts as an inflation accelerator. Because Japan imports almost all of its oil, skyrocketing energy costs are becoming an extreme economic burden. As inflation continues to heat up, the cornered BOJ will be forced to lift rates higher. This policy shift will inevitably strengthen the Yen, sparking a brutal, chaotic unwind of the global carry trade. The Godzilla trade remains dormant for now. God help us if it awakens. 📉🇯🇵

64,735 Aufrufe

A short formal introduction for those curious to know a little about the Great One. Enjoy.

A short formal introduction for those curious to know a little about the Great One. Enjoy.

17,326 Aufrufe

Kevin Warsh when asked to provide forward-looking guidance.

Kevin Warsh when asked to provide forward-looking guidance.

35,247 Aufrufe

BOJ Japan 🇯🇵 Intervention ⚠️⛔️ Strengthening the yen in an oil import dependent economy like Japan’s will have limited effect against stagflation. The persistently weak yen has served as a key buffer against major unwinding of yen carry trades. As Japanese yields rise, BOJ yen intervention to strengthen the yen risks triggering forced liquidations and amplifying volatility across global risk assets. BOJ efforts will prove futile.

BOJ Japan 🇯🇵 Intervention ⚠️⛔️ Strengthening the yen in an oil import dependent economy like Japan’s will have limited effect against stagflation. The persistently weak yen has served as a key buffer against major unwinding of yen carry trades. As Japanese yields rise, BOJ yen intervention to strengthen the yen risks triggering forced liquidations and amplifying volatility across global risk assets. BOJ efforts will prove futile.

62,707 Aufrufe

As predicted .

As predicted .

45,196 Aufrufe

Market update

Market update

49,358 Aufrufe

“I told you so”. T.G.M. 2026 For those curious to know a little about The Great Martis A Short clip to satisfy that curiosity. For one’s private perusal. Enjoy

“I told you so”. T.G.M. 2026 For those curious to know a little about The Great Martis A Short clip to satisfy that curiosity. For one’s private perusal. Enjoy

22,696 Aufrufe

Spotted while walking. God help us all.

Spotted while walking. God help us all.

52,328 Aufrufe

Important market wrap coming up after market close for subscribers. But first, a formal introduction for new followers. Back soon. Won’t be long.

Important market wrap coming up after market close for subscribers. But first, a formal introduction for new followers. Back soon. Won’t be long.

26,056 Aufrufe

Off to my Thursday night dance class. Stay safe during these turbulent times. Yours truly, The Great Martis ✨

Off to my Thursday night dance class. Stay safe during these turbulent times. Yours truly, The Great Martis ✨

20,204 Aufrufe

Market update

Market update

36,221 Aufrufe

Videos

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Monday morning.

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Market update

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Market update

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Market update

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Market update

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Market update

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Market update

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Market update.

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Its happening . Brace !

The Great Martis

541,100 Aufrufe • vor 2 Jahren

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Bond market update

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36,305 Aufrufe • vor 1 Monat

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Market update

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41,892 Aufrufe • vor 2 Monaten