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Kunal kamra tweet on PMs degree : 13 Kamra’s highest completed qualification :12th Generational aura debt 😹

Lala

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302,049 次观看 • 2 个月前 •via X (Twitter)

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Kunal Kamra calls Modi Supporters uneducated, questions degree of PM Modi.. But he himself is only 12th pass. Kamra says after he did 12th, it was clear that Degree se Job nahi milega. Kamra was born in 1988. Assuming Kamra passed 12th between 18-20 years, means 2006-2008. During Congress Govt and MMS as PM. So Kamra didn't do Degree because he saw no Future under Congress?

Kunal Kamra calls Modi Supporters uneducated, questions degree of PM Modi.. But he himself is only 12th pass. Kamra says after he did 12th, it was clear that Degree se Job nahi milega. Kamra was born in 1988. Assuming Kamra passed 12th between 18-20 years, means 2006-2008. During Congress Govt and MMS as PM. So Kamra didn't do Degree because he saw no Future under Congress?

Ankur Singh

476,853 次观看 • 2 个月前

Thank you Kunal Kamra bhai and Rofl Gandhi 2.0 🏹 Commentary bhai for inviting Nimo to the panel. Go catch the latest episode of Khabar-e-Azam on Kunal Kamra’s YouTube channel

Thank you Kunal Kamra bhai and Rofl Gandhi 2.0 🏹 Commentary bhai for inviting Nimo to the panel. Go catch the latest episode of Khabar-e-Azam on Kunal Kamra’s YouTube channel

Nimo™ Yadhuvanshi

28,166 次观看 • 4 个月前

This isn’t influence. This is generational aura🗿 • 1st tweet from Salman and Modi ji responds.Then the 2nd tweet: he tells Sonam, “It’s done, bro.” The fast is over. • Today #DharmendraPradhan resigns #SalmanKhan operates on another frequency🔥

This isn’t influence. This is generational aura🗿 • 1st tweet from Salman and Modi ji responds.Then the 2nd tweet: he tells Sonam, “It’s done, bro.” The fast is over. • Today #DharmendraPradhan resigns #SalmanKhan operates on another frequency🔥

Neha (Offline)

25,620 次观看 • 1 个月前

Sunil Gavaskar said this for Virat and Rohit on 18th March 2012. Fast forward 13 and a half years later, these two had their 12th 150+ partnership in ODIs. Joint highest for a batting pair.

Sunil Gavaskar said this for Virat and Rohit on 18th March 2012. Fast forward 13 and a half years later, these two had their 12th 150+ partnership in ODIs. Joint highest for a batting pair.

Crazy Cricket Memes

213,935 次观看 • 10 个月前

He is Yogesh Dandge. He lives in Mumbai. He is differently abled and has recently started working as a gig worker with Zomato (Deepinder Goyal). On 2nd January, he worked for 8 hours, completed 15 deliveries, and earned ₹1,500. If Kunal Kamra, Dhruv Rathee, or Raghav Chadha had paid him ₹1,500 per day to sit at home, he would never have needed to join Zomato.

He is Yogesh Dandge. He lives in Mumbai. He is differently abled and has recently started working as a gig worker with Zomato (Deepinder Goyal). On 2nd January, he worked for 8 hours, completed 15 deliveries, and earned ₹1,500. If Kunal Kamra, Dhruv Rathee, or Raghav Chadha had paid him ₹1,500 per day to sit at home, he would never have needed to join Zomato.

Rohit

252,319 次观看 • 7 个月前

In Delhi PM Modi says ‘criticism is soul of democracy’; in Mumbai, Shiv Sena (Shinde) smash up a comedy club after a Kunal Kamra stand up show. Will anyone in govt (state or centre) speak up to defend Kamra’s right to free expression? Didn’t like what the stand up comedian said? Don’t watch! If it’s defamatory , take legal recourse. Who will now pay for ‘thokshahi’? Will Mumbai police arrest and prosecute the thugs who are all caught on camera? Or will thuggery get away again because of a partisan and compromised state? 😡

In Delhi PM Modi says ‘criticism is soul of democracy’; in Mumbai, Shiv Sena (Shinde) smash up a comedy club after a Kunal Kamra stand up show. Will anyone in govt (state or centre) speak up to defend Kamra’s right to free expression? Didn’t like what the stand up comedian said? Don’t watch! If it’s defamatory , take legal recourse. Who will now pay for ‘thokshahi’? Will Mumbai police arrest and prosecute the thugs who are all caught on camera? Or will thuggery get away again because of a partisan and compromised state? 😡

Rajdeep Sardesai

976,192 次观看 • 1 年前

This next episode of BMF is 🔥🔥🔥🔥do y’all trust Markeisha??? 🤔 RT

This next episode of BMF is 🔥🔥🔥🔥do y’all trust Markeisha??? 🤔 RT

LA LA

194,020 次观看 • 3 年前

YOU PEOPLE is the #1 movie in 73 countries😱😱😱😱😱I’m so happy you enjoyed it!!! WOOOOOOWWWW

YOU PEOPLE is the #1 movie in 73 countries😱😱😱😱😱I’m so happy you enjoyed it!!! WOOOOOOWWWW

LA LA

462,113 次观看 • 3 年前

What’s happening with these two? 👀GET READY FOR BMF SEASON 2 premiering Jan 6th!! RT

What’s happening with these two? 👀GET READY FOR BMF SEASON 2 premiering Jan 6th!! RT

LA LA

168,619 次观看 • 3 年前

सच्चाई छुपाई गई, अफवाह उड़ाई गई, कहानी कुछ और थी सुनाई कुछ और गई!! But now it's enough, your Manish Shrivastava પ્રદીપ રાજપૂત डॉ रमाकान्त राय every tweet only talks about one thing - degree, degree, degree! You people are as petty as your actions and character are. अगर थोड़ी भी पढ़ाई थोड़ा भी स्कूल गए हो तो एक नाम तो पढ़ ही लोगे Prashant Tripathi Useful facts to counter misinformation 1) Prashant Tripathi completed his from IIT Delhi in 1999. IIT Delhi alumni website: 2) Civil Services Exam, 2000 result. Prashant Tripathi, All India Rank 184. UPSC website: 3) News articles from top media houses confimimg educational qualifications: Entrepreneur: India Today: India dot com: The New Indian Express: Jansatta: APN News: Dainik Bhaskar: Rashtriya Sahara: 4) ⁠Tweet from BJP official handle based on Acharya Prashant's interview by NDTV at IIT Delhi: NDTV youtube link: NDTV twitter link: BJP Twitter link: 5)⁠ ⁠Tweet from Congress official handle based on Acharya Prashant's interview by NDTV at IIT Delhi: NDTV youtube link: NDTV twitter link: Congress Twitter link: 6) Pankaj Kapadia, Secretary IIT Delhi Alumni Association conferring "Distinguished IIT Delhi Alumnus award" to Acharya Prashant: 7) Videos from Acharya Prashant's sessions at IIT Delhi: 8) Videos from Acharya Prashant's sessions at other IITs: IIT Bombay: IIT Kharagpur: IIT Madras: IIT Hyderabad: IIT Kanpur: IIT Roorkee: IIT-Bhubaneswar: IIT-Patna: IIT-Ropar: IIT-Guwahati: 9) Videos from Acharya Prashant's sessions at IIM Ahmedabad: 10) Videos from Acharya Prashant's sessions at other IIMs: IIM Nagpur: IIM Bangalore: 11) IIM Sirmaur TedX talk: This is just one drop, think about the vastness of the whole sea! In frame - Acharya Prashant PrashantAdvait Foundation

सच्चाई छुपाई गई, अफवाह उड़ाई गई, कहानी कुछ और थी सुनाई कुछ और गई!! But now it's enough, your Manish Shrivastava પ્રદીપ રાજપૂત डॉ रमाकान्त राय every tweet only talks about one thing - degree, degree, degree! You people are as petty as your actions and character are. अगर थोड़ी भी पढ़ाई थोड़ा भी स्कूल गए हो तो एक नाम तो पढ़ ही लोगे Prashant Tripathi Useful facts to counter misinformation 1) Prashant Tripathi completed his from IIT Delhi in 1999. IIT Delhi alumni website: 2) Civil Services Exam, 2000 result. Prashant Tripathi, All India Rank 184. UPSC website: 3) News articles from top media houses confimimg educational qualifications: Entrepreneur: India Today: India dot com: The New Indian Express: Jansatta: APN News: Dainik Bhaskar: Rashtriya Sahara: 4) ⁠Tweet from BJP official handle based on Acharya Prashant's interview by NDTV at IIT Delhi: NDTV youtube link: NDTV twitter link: BJP Twitter link: 5)⁠ ⁠Tweet from Congress official handle based on Acharya Prashant's interview by NDTV at IIT Delhi: NDTV youtube link: NDTV twitter link: Congress Twitter link: 6) Pankaj Kapadia, Secretary IIT Delhi Alumni Association conferring "Distinguished IIT Delhi Alumnus award" to Acharya Prashant: 7) Videos from Acharya Prashant's sessions at IIT Delhi: 8) Videos from Acharya Prashant's sessions at other IITs: IIT Bombay: IIT Kharagpur: IIT Madras: IIT Hyderabad: IIT Kanpur: IIT Roorkee: IIT-Bhubaneswar: IIT-Patna: IIT-Ropar: IIT-Guwahati: 9) Videos from Acharya Prashant's sessions at IIM Ahmedabad: 10) Videos from Acharya Prashant's sessions at other IIMs: IIM Nagpur: IIM Bangalore: 11) IIM Sirmaur TedX talk: This is just one drop, think about the vastness of the whole sea! In frame - Acharya Prashant PrashantAdvait Foundation

Avinashi

12,685 次观看 • 1 年前

Google just made every $50K master's degree look like a scam. They dropped "Google Skills" - 3,000+ AI courses from DeepMind, Cloud, and Google Education in one platform. And it's 100% FREE for Google Cloud users. The same content universities charge $60K for: - DeepMind's actual AI research training - 700+ hands-on labs with real cloud environments - Gemini Code Assist built INTO the learning - Direct hiring paths at 150+ companies While everyone's drowning in student debt, smart people are getting: ✓ Skills that actually get you hired ✓ Certificates employers recognize (82% hiring preference) ✓ Zero cost if you have Google Cloud ✓ Or $29/month vs $1,600/month for Udacity The kicker? 26 million people completed courses BEFORE this consolidation. You're competing against people learning AI from the team that BUILT Gemini. How to actually use this (not just browse): 1. Start with "AI Essentials" - no coding required 2. Use the hands-on labs (this is where 90% quit) 3. Get skill badges - they show up on LinkedIn 4. Target Google Cloud certification - top 2 highest paying IT certs 5. Join the 150-company hiring consortium The education industrial complex is panicking because anyone can now: → Learn from DeepMind researchers directly → Practice with $500 in free Cloud credits → Get hired without a degree One person's $60K tuition = 2,070 months of Google Skills. Let that sink in. Comment "SKILLS" and I'll send you: ✓ The exact learning path that gets you hired fastest ✓ Which certifications actually pay ✓ How to access everything free Your competition is still applying to universities. Time to eat their lunch.

Google just made every $50K master's degree look like a scam. They dropped "Google Skills" - 3,000+ AI courses from DeepMind, Cloud, and Google Education in one platform. And it's 100% FREE for Google Cloud users. The same content universities charge $60K for: - DeepMind's actual AI research training - 700+ hands-on labs with real cloud environments - Gemini Code Assist built INTO the learning - Direct hiring paths at 150+ companies While everyone's drowning in student debt, smart people are getting: ✓ Skills that actually get you hired ✓ Certificates employers recognize (82% hiring preference) ✓ Zero cost if you have Google Cloud ✓ Or $29/month vs $1,600/month for Udacity The kicker? 26 million people completed courses BEFORE this consolidation. You're competing against people learning AI from the team that BUILT Gemini. How to actually use this (not just browse): 1. Start with "AI Essentials" - no coding required 2. Use the hands-on labs (this is where 90% quit) 3. Get skill badges - they show up on LinkedIn 4. Target Google Cloud certification - top 2 highest paying IT certs 5. Join the 150-company hiring consortium The education industrial complex is panicking because anyone can now: → Learn from DeepMind researchers directly → Practice with $500 in free Cloud credits → Get hired without a degree One person's $60K tuition = 2,070 months of Google Skills. Let that sink in. Comment "SKILLS" and I'll send you: ✓ The exact learning path that gets you hired fastest ✓ Which certifications actually pay ✓ How to access everything free Your competition is still applying to universities. Time to eat their lunch.

Nozz

569,203 次观看 • 10 个月前

Dave Ramsey: You got bachelor's degrees for $275,000. Caller: Yes. My portion of the loan is upwards of $150,000. Dave Ramsey: And your degree is in what? Caller: Mine is in economics. His is in sociology with a minor in criminology, but he's working in retail management. I'm working in commercial real estate. Dave Ramsey: There's an irony here that's unbelievable. You have a degree in economics and you borrowed $150,000 to get it. That irony doesn't escape me, does it you? Caller: It doesn't escape me either. When I was going to college, a financial guru colleague of yours was saying student loan debt is good debt. Dave Ramsey: You can't lump that person in the same sentence with me. I wouldn't have anything to do with them. Aside from that, you now have an economics degree and discovered that advice to be untrue. What are you going to do? Your careers are both stalling, aren't they? Caller: They're not progressing at the level we need to do our baby steps properly. My primary question is about my largest loan with Sallie Mae, which is $157,000. The highest interest rate is 14.6% with a co-signer. They want to reduce my rate to 2%, bringing my monthly payment from $1,300 down to $600. However, this loan will be one of our last baby steps. My husband thinks we should pay off the smaller loans first so we have more to pay Sallie Mae later. Dave Ramsey: Why do you have to move it up in the baby steps to accept the reduced interest rate? Caller: I thought baby steps meant we need to pay off the loans we can pay based on our income. Dave Ramsey: No. Baby step number two is the debt snowball. List your debts smallest to largest, pay minimum payments on everything except the smallest, and attack the smallest debt with a vengeance. Reducing the interest rate on any of those does not harm that equation at all. It would be very helpful. Caller: Okay. Dave Ramsey: Take that 2% deal for sure because it lowers your payment and gives you more money to attack the others. You'll get back to this loan when you reach it in the baby steps. But you have to get your income up. Your ratio of income to debt is scary. Your shovel is out of whack compared to the size of the hole you're in. You've got to get your income way up.

Dave Ramsey: You got bachelor's degrees for $275,000. Caller: Yes. My portion of the loan is upwards of $150,000. Dave Ramsey: And your degree is in what? Caller: Mine is in economics. His is in sociology with a minor in criminology, but he's working in retail management. I'm working in commercial real estate. Dave Ramsey: There's an irony here that's unbelievable. You have a degree in economics and you borrowed $150,000 to get it. That irony doesn't escape me, does it you? Caller: It doesn't escape me either. When I was going to college, a financial guru colleague of yours was saying student loan debt is good debt. Dave Ramsey: You can't lump that person in the same sentence with me. I wouldn't have anything to do with them. Aside from that, you now have an economics degree and discovered that advice to be untrue. What are you going to do? Your careers are both stalling, aren't they? Caller: They're not progressing at the level we need to do our baby steps properly. My primary question is about my largest loan with Sallie Mae, which is $157,000. The highest interest rate is 14.6% with a co-signer. They want to reduce my rate to 2%, bringing my monthly payment from $1,300 down to $600. However, this loan will be one of our last baby steps. My husband thinks we should pay off the smaller loans first so we have more to pay Sallie Mae later. Dave Ramsey: Why do you have to move it up in the baby steps to accept the reduced interest rate? Caller: I thought baby steps meant we need to pay off the loans we can pay based on our income. Dave Ramsey: No. Baby step number two is the debt snowball. List your debts smallest to largest, pay minimum payments on everything except the smallest, and attack the smallest debt with a vengeance. Reducing the interest rate on any of those does not harm that equation at all. It would be very helpful. Caller: Okay. Dave Ramsey: Take that 2% deal for sure because it lowers your payment and gives you more money to attack the others. You'll get back to this loan when you reach it in the baby steps. But you have to get your income up. Your ratio of income to debt is scary. Your shovel is out of whack compared to the size of the hole you're in. You've got to get your income way up.

Traeyz ♠️

96,960 次观看 • 1 个月前

Luca Ferrari is the co-founder and CEO of Bending Spoons, one of the most fascinating companies in Europe and just became Italy's first decacorn. He describes it as 25% private equity firm and 75% technology company. They fully acquire and rebuild digital companies like Evernote, Vimeo, and most recently AOL. Luca Ferrari shares exactly how the Bending Spoons playbook works — how they find great businesses, improve every core function, and finance them with both debt and equity to own and operate forever. We also talk about his obsession with attracting and developing exceptional talent and why he's determined to build a generational company in Europe. Enjoy! Timestamps 0:00 Intro 0:30 What is Bending Spoons? 4:30 Why Europe Lacks Trillion-Dollar Companies 7:25 The First Test: From Failure to Founding 10:52 The McKinsey Years & Funding Co-founders 13:24 The Strategic Insight: Why M&A Over Building 16:13 Structural Advantages of the Platform Model 21:00 Talent as the Ultimate Edge 22:50 Rejecting Consensus 26:28 Early Days: From $10K to Billions 30:52 The Evernote Transformation 36:17 Pricing Power & Monetization Sophistication 40:32 Valuation & Deal Discipline 44:52 Financing Strategy 1:01:47 No Variable Pay: A Contrarian Approach 1:04:14 Areas of Dissatisfaction & Regulatory Frustration 1:09:25 Raising Europe's Largest Private Debt Round 1:13:28 AI's Impact on Software Businesses 1:17:26 Building Culture: State of the Spoon & Retreats 1:20:20 Why There Aren't More Bending Spoons 1:23:35 The Kindest Thing

Luca Ferrari is the co-founder and CEO of Bending Spoons, one of the most fascinating companies in Europe and just became Italy's first decacorn. He describes it as 25% private equity firm and 75% technology company. They fully acquire and rebuild digital companies like Evernote, Vimeo, and most recently AOL. Luca Ferrari shares exactly how the Bending Spoons playbook works — how they find great businesses, improve every core function, and finance them with both debt and equity to own and operate forever. We also talk about his obsession with attracting and developing exceptional talent and why he's determined to build a generational company in Europe. Enjoy! Timestamps 0:00 Intro 0:30 What is Bending Spoons? 4:30 Why Europe Lacks Trillion-Dollar Companies 7:25 The First Test: From Failure to Founding 10:52 The McKinsey Years & Funding Co-founders 13:24 The Strategic Insight: Why M&A Over Building 16:13 Structural Advantages of the Platform Model 21:00 Talent as the Ultimate Edge 22:50 Rejecting Consensus 26:28 Early Days: From $10K to Billions 30:52 The Evernote Transformation 36:17 Pricing Power & Monetization Sophistication 40:32 Valuation & Deal Discipline 44:52 Financing Strategy 1:01:47 No Variable Pay: A Contrarian Approach 1:04:14 Areas of Dissatisfaction & Regulatory Frustration 1:09:25 Raising Europe's Largest Private Debt Round 1:13:28 AI's Impact on Software Businesses 1:17:26 Building Culture: State of the Spoon & Retreats 1:20:20 Why There Aren't More Bending Spoons 1:23:35 The Kindest Thing

Patrick OShaughnessy

446,063 次观看 • 9 个月前

Legendary "Big Short" investor Vincent Daniel isn't playing the AI trade like the rest of the market. We sat down to unpack his highest-conviction trades through the Big Tech sell off, the biggest macro risks for investors, why he is bullish on Brazil and gold, and lessons from the 2008 financial crisis. This is a masterclass from someone who bet correctly on a generational trade. Vinny has built his career as a contrarian. He makes his case in this conversation. TIMESTAMPS: 0:00 - AI and Citrini sell-off 2:50 - Bear case for AI 5:24 - Software stocks 8:33 - Amberdata 9:32 - Magnificent 7 and AI fears 13:07 - Bullish gold 16:15 - Energy exposure 17:55 - Bullish Brazil, EM 20:03 - Private markets risk, $OWL 24:20 - Inevitable money printing 26:39 - Big Short 2008 lessons 29:02 - 2008 and lack of faith 32:38 - Follow Vincent Daniel

Legendary "Big Short" investor Vincent Daniel isn't playing the AI trade like the rest of the market. We sat down to unpack his highest-conviction trades through the Big Tech sell off, the biggest macro risks for investors, why he is bullish on Brazil and gold, and lessons from the 2008 financial crisis. This is a masterclass from someone who bet correctly on a generational trade. Vinny has built his career as a contrarian. He makes his case in this conversation. TIMESTAMPS: 0:00 - AI and Citrini sell-off 2:50 - Bear case for AI 5:24 - Software stocks 8:33 - Amberdata 9:32 - Magnificent 7 and AI fears 13:07 - Bullish gold 16:15 - Energy exposure 17:55 - Bullish Brazil, EM 20:03 - Private markets risk, $OWL 24:20 - Inevitable money printing 26:39 - Big Short 2008 lessons 29:02 - 2008 and lack of faith 32:38 - Follow Vincent Daniel

Phil Rosen

82,052 次观看 • 5 个月前

JAPAN'S BOND MARKET IS SENDING A WARNING And most investors have no idea what it means for their portfolio. Let me explain: On Tuesday, Japan's 40-year bond yield smashed through 4% for the first time in history. The 30-year hit 3.7%. The 20-year reached 3.5%. The 10-year touched 2.38% - highest since 1999. The single-day moves on 30 and 40-year JGBs? Over 25 basis points. That's the biggest spike since Trump's Liberation Day tariffs whiplashed global markets last April. But this time, Japan is LEADING the selloff, not following. Here's why this matters for your portfolio: Japan's bond market isn't some isolated backwater. It's the third-largest debt market on the planet at $7.4T. "What happens in Japan does not stay in Japan." Within hours of Japan's meltdown, the US 30-year Treasury yield jumped 9 basis points to 4.93%. The UK, Canada, Germany - all saw yields spike in sympathy. The trigger? Prime Minister Takaichi announced a snap election and proposed tax cuts that spooked bond vigilantes. But here's what the mainstream is missing: This isn't about one election. This is about 3 decades of impossible math catching up to Japan. Japan's debt-to-GDP sits at 235%. Highest of any advanced economy. Higher than Greece at its worst. For decades, the Bank of Japan kept yields near zero by buying any bond that moved. They called it Yield Curve Control. That game is OVER. The BOJ abandoned YCC in March 2024. They ended negative rates. They raised to 0.75% in December - highest since 1995. Governor Ueda just said he'll "keep raising rates." Meanwhile, Japanese inflation has run above the BOJ's 2% target for 43 straight months. When you owe 235% of GDP, every 1% rise in interest rates is an existential threat to your budget. But the contagion risk is what should terrify you... Japan is the largest foreign holder of U.S. Treasuries at $1.2 trillion. Japanese life insurers manage over $2.6 trillion in assets. Much of that is parked in foreign bonds. When Japanese yields rise, the incentive to "reach for yield" overseas disappears. Japanese insurers have "reached a turning point" and are retreating from foreign debt. Remember August 2024? The BOJ raised rates and the Nasdaq crashed 13% in less than a month as the yen carry trade unwound. That was just a taste. The BIS estimates roughly $250B in yen carry trades existed going into that volatility event. Deutsche Bank pegged it closer to $500B. When those trades unwind, investors sell US assets to repay yen loans. The correlation is brutal. And here's the bigger picture: If Japan - the poster child for "debt doesn't matter" - suddenly faces real borrowing costs, what does that signal for every other indebted nation? The US is at 120% debt-to-GDP. Italy, France, the UK - all running massive deficits. Investors are asking: "If Japan pays 4% on 40-year debt, what should the US pay?" That's how a "local" tantrum becomes a global repricing of sovereign risk. We saw this movie in the UK in 2022. Truss announced unfunded tax cuts. Gilt yields exploded. The Bank of England intervened within days. Truss was gone in 44 days. There are striking similarities between Japan and the UK situation. The difference? Japan's debt pile is 2.5x larger relative to GDP. “How did you go bankrupt? Two ways. Gradually, then suddenly.” Here's what I'm doing: - Buying precious metals. Gold just hit $4,800 and silver touched $95 because smart money sees what's coming. - Selling bonds. Most investors will be shocked by how much further yields can rise. This repricing has legs. - Reducing risk in equity portfolios. The S&P 500 trades at a Shiller CAPE near 39 - second highest ever - during a midterm year when markets historically struggle. Add Japan's bond crisis to an already fragile equity market, and the risk/reward for staying fully invested looks terrible. Japan's bond market is the canary in the coal mine for global sovereign debt. That canary just stopped breathing.

JAPAN'S BOND MARKET IS SENDING A WARNING And most investors have no idea what it means for their portfolio. Let me explain: On Tuesday, Japan's 40-year bond yield smashed through 4% for the first time in history. The 30-year hit 3.7%. The 20-year reached 3.5%. The 10-year touched 2.38% - highest since 1999. The single-day moves on 30 and 40-year JGBs? Over 25 basis points. That's the biggest spike since Trump's Liberation Day tariffs whiplashed global markets last April. But this time, Japan is LEADING the selloff, not following. Here's why this matters for your portfolio: Japan's bond market isn't some isolated backwater. It's the third-largest debt market on the planet at $7.4T. "What happens in Japan does not stay in Japan." Within hours of Japan's meltdown, the US 30-year Treasury yield jumped 9 basis points to 4.93%. The UK, Canada, Germany - all saw yields spike in sympathy. The trigger? Prime Minister Takaichi announced a snap election and proposed tax cuts that spooked bond vigilantes. But here's what the mainstream is missing: This isn't about one election. This is about 3 decades of impossible math catching up to Japan. Japan's debt-to-GDP sits at 235%. Highest of any advanced economy. Higher than Greece at its worst. For decades, the Bank of Japan kept yields near zero by buying any bond that moved. They called it Yield Curve Control. That game is OVER. The BOJ abandoned YCC in March 2024. They ended negative rates. They raised to 0.75% in December - highest since 1995. Governor Ueda just said he'll "keep raising rates." Meanwhile, Japanese inflation has run above the BOJ's 2% target for 43 straight months. When you owe 235% of GDP, every 1% rise in interest rates is an existential threat to your budget. But the contagion risk is what should terrify you... Japan is the largest foreign holder of U.S. Treasuries at $1.2 trillion. Japanese life insurers manage over $2.6 trillion in assets. Much of that is parked in foreign bonds. When Japanese yields rise, the incentive to "reach for yield" overseas disappears. Japanese insurers have "reached a turning point" and are retreating from foreign debt. Remember August 2024? The BOJ raised rates and the Nasdaq crashed 13% in less than a month as the yen carry trade unwound. That was just a taste. The BIS estimates roughly $250B in yen carry trades existed going into that volatility event. Deutsche Bank pegged it closer to $500B. When those trades unwind, investors sell US assets to repay yen loans. The correlation is brutal. And here's the bigger picture: If Japan - the poster child for "debt doesn't matter" - suddenly faces real borrowing costs, what does that signal for every other indebted nation? The US is at 120% debt-to-GDP. Italy, France, the UK - all running massive deficits. Investors are asking: "If Japan pays 4% on 40-year debt, what should the US pay?" That's how a "local" tantrum becomes a global repricing of sovereign risk. We saw this movie in the UK in 2022. Truss announced unfunded tax cuts. Gilt yields exploded. The Bank of England intervened within days. Truss was gone in 44 days. There are striking similarities between Japan and the UK situation. The difference? Japan's debt pile is 2.5x larger relative to GDP. “How did you go bankrupt? Two ways. Gradually, then suddenly.” Here's what I'm doing: - Buying precious metals. Gold just hit $4,800 and silver touched $95 because smart money sees what's coming. - Selling bonds. Most investors will be shocked by how much further yields can rise. This repricing has legs. - Reducing risk in equity portfolios. The S&P 500 trades at a Shiller CAPE near 39 - second highest ever - during a midterm year when markets historically struggle. Add Japan's bond crisis to an already fragile equity market, and the risk/reward for staying fully invested looks terrible. Japan's bond market is the canary in the coal mine for global sovereign debt. That canary just stopped breathing.

George Noble

73,242 次观看 • 7 个月前

I'm excited to announce we have achieved our Tier 1 mission success criteria and have begun gathering a tremendous amount of data on how this brand new spacecraft performs. On March 30th, 13:17:08Z, the Gravitas spacecraft separated from the SpaceX Transporter-16 stack to begin its mission as one of the highest power free-flying satellites ever launched. Immediately after separation, the spacecraft autonomously: - Executed detumbling maneuvers - Established two-way communications with the ground (on our very first ground station pass) - Deployed its 20kW solar arrays - Slewed to a safe and stable attitude to await further ground commands These actions alone are a testament to the incredible work of our in-house engineering, software, and GNC teams to build a robust spacecraft. Since then, our operations team completed all initial system activations and checkouts, confirming the vehicle is in a power positive and thermally stable state with no major anomalies observed at this time. We completed this phase of the mission ahead of schedule. Next up we will be powering up and downlinking data for all payloads aboard the Gravitas spacecraft in support of our customers and partners while continuing to put the spacecraft through its paces. As we noted ahead of launch: The goal of this mission is to experiment and push our systems to the limit to inform future missions. I look forward to sharing more on our successes and challenges as the mission proceeds. Video of our satellite below; link to full T-16 webcast:

Neel Kunjur

89,923 次观看 • 4 个月前

A former Goldman Sachs executive just said something on camera that should terrify every lawyer, doctor, and analyst on the planet. His name is Raoul Pal and he used to move billions on Wall Street. He was asked one question: "How disruptive will AI be?" He said it is the single greatest innovation in human history. Greater than the internet or the electricity. The only thing he compared it to was the splitting of the atom. But here is the part nobody is ready for. He said knowledge is now worth zero. Think about that for a second. Why do lawyers charge $800 an hour? Scarcity of knowledge. Why do consultants bill Fortune 500 companies millions? Scarcity of knowledge. Why did your parents tell you to get a degree? Scarcity of knowledge. AI just destroyed that entire model. A teenager with ChatGPT can now draft legal contracts, build financial models, write code and analyze medical scans. No degree, decade of experience and no six figure student debt. And the numbers already prove it. Employment for workers under 25 in AI-exposed jobs has dropped 13%. Wall Street banks are planning to cut 200,000 jobs. 30% of U.S. companies have already replaced workers with AI. 18 million entry level American jobs could disappear entirely. But here is the part that should keep you up at night. The junior roles where people learn, make mistakes, and develop real judgment are being automated first. Which means the experience that AI cannot replace is the exact experience young workers can no longer get. Pal says humanity now faces a binary choice. Merge with the machines or reject them. There is no middle ground and this is not about robots in factories. This is about the collapse of the entire knowledge economy.

A former Goldman Sachs executive just said something on camera that should terrify every lawyer, doctor, and analyst on the planet. His name is Raoul Pal and he used to move billions on Wall Street. He was asked one question: "How disruptive will AI be?" He said it is the single greatest innovation in human history. Greater than the internet or the electricity. The only thing he compared it to was the splitting of the atom. But here is the part nobody is ready for. He said knowledge is now worth zero. Think about that for a second. Why do lawyers charge $800 an hour? Scarcity of knowledge. Why do consultants bill Fortune 500 companies millions? Scarcity of knowledge. Why did your parents tell you to get a degree? Scarcity of knowledge. AI just destroyed that entire model. A teenager with ChatGPT can now draft legal contracts, build financial models, write code and analyze medical scans. No degree, decade of experience and no six figure student debt. And the numbers already prove it. Employment for workers under 25 in AI-exposed jobs has dropped 13%. Wall Street banks are planning to cut 200,000 jobs. 30% of U.S. companies have already replaced workers with AI. 18 million entry level American jobs could disappear entirely. But here is the part that should keep you up at night. The junior roles where people learn, make mistakes, and develop real judgment are being automated first. Which means the experience that AI cannot replace is the exact experience young workers can no longer get. Pal says humanity now faces a binary choice. Merge with the machines or reject them. There is no middle ground and this is not about robots in factories. This is about the collapse of the entire knowledge economy.

Milk Road AI

414,422 次观看 • 5 个月前

𝐈𝐌𝐏𝐎𝐑𝐓𝐀𝐍𝐓 𝐈𝐍𝐅𝐎 𝐎𝐍 𝐌𝐈𝐃𝐃𝐋𝐄 𝐂𝐋𝐀𝐒𝐒 𝐌𝐨𝐝𝐢 𝐡𝐚𝐬 𝐝𝐨𝐧𝐞, 𝐰𝐡𝐚𝐭 𝟏𝟑 𝐏𝐌𝐬 𝐛𝐞𝐟𝐨𝐫𝐞 𝐡𝐢𝐦 𝐜𝐨𝐮𝐥𝐝𝐧’𝐭 ▪️PM Modi has taken us back to the pre-British Raj • Average middle class income as a base is ₹2.6 lakh per year or ₹22,000 per month • Which makes share of India’s middle class in national income at levels of 1820, even before the colonial rule began • The rich are today richer than in 1820 • The poor have drowned deeper into poverty ▪️India has one of the lowest wages in the world - skilled & unskilled • ILO data shows average hourly wage of an Indian worker 5th lowest in the world • Even someone with an advanced degree and doing a skilled job paid world’s seventh lowest wages ▪️What is Middle Class spending on? • A decade ago largest share of urban non-food expense was education • Now it’s transportation, which is just going to places ▪️Middle Class India saving less, borrowing more • Indian households savings in 2011-12 used to be 8X of their debt • Now, Indian households savings 4X of their debt ▪️How long would it take to pay for a home? Average Middle Class income as a base ₹22,000 per month Home • Average price of a house in Delhi ₹10,000 sq ft • Basic 1000 sq ft house to cost ₹1 crore • That’s about 38 years of salary ▪️How long would it take to pay for a car? An iPhone? Car • Average car price ₹13 lakh • 5 years’ salary to pay for iPhone • Cheapest iPhone ₹60,000 • 3 months’ salary Source: Times of India

𝐈𝐌𝐏𝐎𝐑𝐓𝐀𝐍𝐓 𝐈𝐍𝐅𝐎 𝐎𝐍 𝐌𝐈𝐃𝐃𝐋𝐄 𝐂𝐋𝐀𝐒𝐒 𝐌𝐨𝐝𝐢 𝐡𝐚𝐬 𝐝𝐨𝐧𝐞, 𝐰𝐡𝐚𝐭 𝟏𝟑 𝐏𝐌𝐬 𝐛𝐞𝐟𝐨𝐫𝐞 𝐡𝐢𝐦 𝐜𝐨𝐮𝐥𝐝𝐧’𝐭 ▪️PM Modi has taken us back to the pre-British Raj • Average middle class income as a base is ₹2.6 lakh per year or ₹22,000 per month • Which makes share of India’s middle class in national income at levels of 1820, even before the colonial rule began • The rich are today richer than in 1820 • The poor have drowned deeper into poverty ▪️India has one of the lowest wages in the world - skilled & unskilled • ILO data shows average hourly wage of an Indian worker 5th lowest in the world • Even someone with an advanced degree and doing a skilled job paid world’s seventh lowest wages ▪️What is Middle Class spending on? • A decade ago largest share of urban non-food expense was education • Now it’s transportation, which is just going to places ▪️Middle Class India saving less, borrowing more • Indian households savings in 2011-12 used to be 8X of their debt • Now, Indian households savings 4X of their debt ▪️How long would it take to pay for a home? Average Middle Class income as a base ₹22,000 per month Home • Average price of a house in Delhi ₹10,000 sq ft • Basic 1000 sq ft house to cost ₹1 crore • That’s about 38 years of salary ▪️How long would it take to pay for a car? An iPhone? Car • Average car price ₹13 lakh • 5 years’ salary to pay for iPhone • Cheapest iPhone ₹60,000 • 3 months’ salary Source: Times of India

Supriya Shrinate

150,711 次观看 • 1 年前