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Jun thoughts about 30y/o

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mjf.

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52,997 次观看 • 4 个月前 •via X (Twitter)

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And yet this is what we all talk about ... See where I am going Houston, Jun 4 - 5 - 6 Berlin, Jun 11 Vienna, Jun 12 London, Jun 14 Zagreb, Jun 16 Sarajevo, Jun 17 Istanbul, Jun 19 Antwerp, Jun 21 Paris, Jun 22 Get your tickets from
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And yet this is what we all talk about ... See where I am going Houston, Jun 4 - 5 - 6 Berlin, Jun 11 Vienna, Jun 12 London, Jun 14 Zagreb, Jun 16 Sarajevo, Jun 17 Istanbul, Jun 19 Antwerp, Jun 21 Paris, Jun 22 Get your tickets from

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jun talked about seventeen’s parents 🥹

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I don’t care about the Right vs. the Left anymore See where I am going Houston, Jun 4 - 5 - 6 Berlin, Jun 11 Vienna, Jun 12 London, Jun 14 Zagreb, Jun 16 Sarajevo, Jun 17 Istanbul, Jun 19 Antwerp, Jun 21 All Shows in English Belly of the Beast Tickets on
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I don’t care about the Right vs. the Left anymore See where I am going Houston, Jun 4 - 5 - 6 Berlin, Jun 11 Vienna, Jun 12 London, Jun 14 Zagreb, Jun 16 Sarajevo, Jun 17 Istanbul, Jun 19 Antwerp, Jun 21 All Shows in English Belly of the Beast Tickets on

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WHY IS NO ONE TALKING ABOUT THIS? Japan's 30Y bond yield and the US 30Y bond yield are getting very close now. In the last 18 years, this has only happened thrice before. 2008 - JP 30Y and US 30Y shrink and were only 100 BPS apart. - Over the next 6 months, the S&P 500 crashed 43%. 2011-12 - JP 30Y and US 30Y shrank and were 150 BPS apart. - S&P 500 dropped almost 22%. 2020 - Pandemic fear brought JP 30Y and US 30Y closer. - Everything had a flash crash. But why is this a bad sign? This is because rising Japanese bond yields reduce the demand for US bonds. Japanese investors sell foreign bonds and put that into Japanese bonds. And because Japan is the biggest T-bill holder, this causes US bond yields to spike. High bond yields mean more debt repayments and a risk-off environment, which eventually leads to a brutal market crash. If bond yields don't cool off soon, THIS TIME WON'T BE ANY DIFFERENT.
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WHY IS NO ONE TALKING ABOUT THIS? Japan's 30Y bond yield and the US 30Y bond yield are getting very close now. In the last 18 years, this has only happened thrice before. 2008 - JP 30Y and US 30Y shrink and were only 100 BPS apart. - Over the next 6 months, the S&P 500 crashed 43%. 2011-12 - JP 30Y and US 30Y shrank and were 150 BPS apart. - S&P 500 dropped almost 22%. 2020 - Pandemic fear brought JP 30Y and US 30Y closer. - Everything had a flash crash. But why is this a bad sign? This is because rising Japanese bond yields reduce the demand for US bonds. Japanese investors sell foreign bonds and put that into Japanese bonds. And because Japan is the biggest T-bill holder, this causes US bond yields to spike. High bond yields mean more debt repayments and a risk-off environment, which eventually leads to a brutal market crash. If bond yields don't cool off soon, THIS TIME WON'T BE ANY DIFFERENT.

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we don’t talk about this jun look enough…..
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we don’t talk about this jun look enough…..

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this was so hot 😭 sorn asking if jun was okay & jun saying “Jun wants hia to do it” & then jun calling him “Hia Sorn” Jun don’t even realize what was about to happen to his ass (no pun intended) after he did that 😮‍💨🔥 MYSTUBBORN END IMPRESSION #MyStubbornFinalEp #BoatOat

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