Welcome back to Boring Currency, the original home for deep-dive financial analysis. While the world has been focused on the "Silver Squeeze," a much larger, more terrifying event has just occurred in the heart of the global financial system. The Japanese Bond Market—the bedrock of global liquidity—has just broken.
In this video, we analyze the "Atomic Bomb" sitting at the bottom of the global mine shaft. Japanese Government Bond (JGB) yields are soaring to levels not seen in decades, with the 40-year yield crossing the 4% barrier. For thirty years, Japan has provided the "free money" that fueled the global "Everything Bubble." That era is officially over.
We break down "The Great Repatriation"—a massive structural shift where Japanese institutions, including the GPIF (the world’s largest pension fund), are forced to sell their US holdings to cover losses at home. We are looking at a potential $500 billion liquidation of US Tech stocks like Nvidia, Apple, and Microsoft. This isn't a flash crash; it’s a "Slow Grind" that could last 12 to 24 months, creating a permanent headwind for the S&P 500.
What does this mean for the US? As Japan—the largest foreign holder of US debt—stops buying and starts selling, the Federal Reserve will be backed into a corner. They will be forced to choose between a total economic collapse or "Debt Monetization"—printing trillions to buy the bonds Japan is dumping.
This is the ultimate catalyst for Silver and Gold. As the dollar faces a systemic debasement, "Hard Assets" are the only lifeboat left. We explain why Silver hitting $94 and Gold hitting $4,600 is no longer a theory, but a mathematical inevitability in the face of the Japanese "Widowmaker" trade snapping.
Protect your wealth. Understand the flow of capital. Move from paper assets to real assets before the "Global Margin Call" hits your portfolio.
Disclaimer: This video is for educational purposes only. The information provided does not constitute financial, investment, or legal advice. Investing in precious metals, stocks, and bonds involves significant risk. Always consult with a licensed financial advisor before making any investment decisions. "Boring Currency" is not responsible for any financial losses incurred based on the content of this video.
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