6,619 Posts

  •   t.nakajima.feb11 やりましたね 4h
  •   rinnomaru こいほー!やりましたね!嬉しいです♪ 4h
  •   youthking_insta @t.nakajima.feb11 やってくれました 4h
  •   youthking_insta @rinnomaru 打撃が得手のチームに対して打撃で勝てた今日の試合はデカイと思います! 4h
  •   minto830 サイコーです️黒田さまありがとうございます梵選手も打ちますね〜 4h
  •   t_love_c フォローありがとうございます!私もフォローさせていただきます。よろしくお願いします4h
  •   youthking_insta @minto830 ベテラン勢、まだまだ飛躍します 3h
  •   youthking_insta @t_love_c よろしくお願いします。 3h

» LOG IN to write comment.

» LOG IN to write comment.

» LOG IN to write comment.

kiyochangum 赤ヘルと弊社とわたし #baseball #jingu #kuroda #beer #やきう 8h
  •   djmaco14 バックホーンのベーシスト光舟さんも観戦中らしい 8h
  •   fluffy_moet きよさん!野外でビール飲みたい! 4h

» LOG IN to write comment.

13h writ86
Normal Matt マット

» LOG IN to write comment.

nick_the_contrarian Why China Will End Up Like Japan

Just as in 1985, political pressure on China to revalue its exchange rate was growing, and the Chinese responded accordingly, though more reluctantly than the Japanese did in 1985. When the bubble burst Chinese authorities had the option of going all in, or accept failure and massive social unrest. The choice was simple; an unprecedented monetary and fiscal “stimulus” package was the favoured option. By substituting domestic demand for collapsing foreign demand the Chinese believed they could avoid the consequences of years of market/reality suppression.

It appeared to work just as it did in Japan, as the Chinese economy steamed ahead for several more years after 2008. Continued demand from China also helped desperate commodity producers which were set to years of pain after 2008. Instead, excess capacity continued to be piled on top of already malinvested resources for seven more years making the problems that much larger.

It is all a mirage though. Just as in Japan, the Chinese will not allow the market process to do its magic to get the economy back on a stable footing. Draconian measures to stop the recent stock market rout are a clear testimony of that. In other words, the Chinese economy will resemble that of Japan, and it will do so very soon, if it is not already there. Global commodity producers will be crushed and once again all the pundits proclaiming Chinese global dominance with the Yuan as the new world reserve currency will be put to shame. It will not happen; the “miracle” will turn into a nightmare. #Market #Rigged #Manipulation #QE #CentralBanks #Liquidity #Stocks #Trading #Volatility #HedgeFunds #Crash #Credit #Default #Cash #Citadel #FatFinger #FED #BOJ #Yellen #Kuroda #Draghi #Inflation #SNB #Greece
15h

» LOG IN to write comment.

nick_the_contrarian The Complete Guide To China's CNY 4 Trillion Margin Doomsday Machine

This means that most leveraged positions may suffer from losses ultimately, likely in Rmb trillions. On the other hand, the capital base of brokers and trusts, who are the first loss takers behind investors, is only Rmb1.6tr (Table 2). Banks’ capital may suffer greatly as well once the equity of the other FIs is depleted – banks provide or channel most of the leverage directly or indirectly. The risk is that the unwinding of the leverage will be disorderly – due to implicit guarantees behind most shadow banking financial products, investors could easily panic if they suffer from meaningful capital losses, by our assessment. The key risk to our view is that the government may be prepared to take on substantially all the leverage, in which case, we expect RMB or growth to come under pressure.

In other words, the risk to the margin unwind case is that the PBoC steps up its support via CSF and essentially restores margin lending to its pre-selloff levels. The obvious problem there is that after the bevy of steps Beijing has taken to support the market over the course of the previous month, the world is already highly skeptical of China's commitment to capital market liberalization. Any move by Beijing to go full-interventionist (or "full-Kuroda" as it were) may imperil not only China's bid for A-share inclusion in benchmark EM indices, but the country's yuan SDR bid as well.
Of course, as we're fond of pointing out, if the country's farmers, housewives, hairdressers, and grandmothers decide not to go silently into that good night, resigned to having lost everything in what is looking more and more like a modern day tulip mania every day, then a crashing economy and international ostracization of the renminbi may be the least of Beijing's worries. #Market #Rigged #Manipulation #QE #CentralBanks #Liquidity #Stocks #Trading #Volatility #HedgeFunds #Crash #Credit #Default #Cash #Citadel #FatFinger #FED #BOJ #Yellen #Kuroda #Draghi #Inflation #SNB #Greece
15h

» LOG IN to write comment.

» LOG IN to write comment.

renaoki_ "Take my memories with you, when you die" #kuroda #kurodacosplay #hybridchild #hybridchildcosplay 22h

» LOG IN to write comment.

renaoki_ Selfie from the shoot i gonna upload the photos after the editing -hardworking- #kuroda #hybridchildcosplay 22h

» LOG IN to write comment.

renaoki_ I gonna upload some new pics we took with @dodderuu ^^ it was a veryveryvery random photoshoot lol 23h

» LOG IN to write comment.

» LOG IN to write comment.

eat.hay.everyday Haven't posted in a while so I just went into my emergency edits and pulled this out. I made it a while ago. WarningIf you have watched Hybrid Child and get feels, I suggest not watching. If you still wish to watch, bring a security blanket, 2 boxes of tissue, soothing music, and therapy food. ~~
#hybridchild #kuroda #hybridchildkuroda #tsukishima #hybridchildtsukishima #feels #seeyouagain #anime #sad #tear #dead
1d

» LOG IN to write comment.

ryo_chi23 広島テレビのこの企画ってニューヨーカーにではなくヤンキースファンにじゃないのかな…

メッツの立場はw

#NewYork#Yankees#18#Kuroda

#Hiroshima#Carp#15
1d

» LOG IN to write comment.

nick_the_contrarian The End Of The Supercycle? Commodity "Capitulation" Arrives

The fund flow details indicate a "Great Rotation" out of commodities, Emerging Markets and, curiously, the US, and into bonds and continued flows into Europe, which has now seen 10 straight weeks of inflows with the latest one of $6.0 billion also the largest in the past 4 months.

Inflows into fixed income have been across the board: $1.9bn inflows to IG bond funds (first inflows in 3 weeks)
$0.5bn inflows to HY bond funds (2 straight weeks)
$0.3bn inflows to EM debt funds (modest inflows but largest in 11 weeks)
$2.1bn inflows to govt/tsy funds (3 straight weeks)
$0.2bn inflows to muni bond funds (first in 7 weeks)
While in equities it has been a tale of two flow directions: out of the US and into Europe (and to a lesser extent Japan): Japan: first outflows in 8 weeks ($0.5bn)
Europe: $6.0bn inflows (10 straight weeks & largest in 4 months)
EM: $3.3bn outflows (2 straight weeks)
US: $3.7bn outflows (outflows from both mutual funds & ETFs)
By sector, inflows to secular growth areas of healthcare ($1.3bn) & technology ($0.4bn)

To be sure, the best example of the paper flow capitulation is where else but gold, where in the past week algo, 1% of total gold/silver AUM has been wihdrawn! #Market #Rigged #Manipulation #QE #CentralBanks #Liquidity #Stocks #Trading #Volatility #HedgeFunds #Crash #Credit #Default #Cash #Citadel #FatFinger #FED #BOJ #Yellen #Kuroda #Draghi #Inflation #SNB #Greece
1d
  •   thejalali Thank you. This is great. I buy when the market sells. Starting buying gold and silver last week. 1d

» LOG IN to write comment.