Today’s Nuggets
Worst Decade Ever for Bonds
Japan Long Bond Near Highs Causing Panic
Summer Doldrums are Back, VIX Near All-time Lows
Wen Firedancer?
Tokenization of Everything
$21 Billion of MSTR Value Added in Q2, STRD Near Unlimited Demand
This is called September Bets.
I realize that it is still July, but September is approaching quickly. There is a lot of stuff happening.
Let us get into the story and try to figure out what is happening around the planet.
Russia is now testing a deadly next-generation AI drone that not only flies itself, but is also a digital predator that identifies targets independently.
This is very scary, and they are powered by NVIDIA's Jetson Orin. This is one of their AI chip capabilities - a sign of things to come. The reason we mentioned this is that I am invested in AI and NVIDIA, and it is a shame that now people are finding uses for AI that are a little bit scary.
The dollar index is now below the 200-day moving average, marking the largest margin in 21 years.
Fiat is suffering a lot of pain all over the planet now. Fiat is going to zero, but there is other crazy stuff happening as well.
The tariff tantrums are back, but nobody cares.
It is a classic boy who cried wolf story, but this is an interesting list. The new tariffs range from 10% to 40% on these targets, with a significant focus now on Japan. The actual U.S. imports from Japan are about $150 billion. South Korea is ~$131.5 billion. Thailand is $63 billion. Followed by Malaysia at $52 billion, and then Indonesia comes in at $28 billion.
The big players are
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