The Hero Who Saved the World from a Straight Path to the Great Depression: Norinchukin Bank

by Spencer Hakimian "Round of applause to the Japanese hedge fund that was 60x levered 10Y UST’s that blew up last night to save the world from the Great Depression. We will not forget your sacrifice brother 🫡"

Trump: “Tariffs, activate!”

Norinchukin Bank: “Due to Basel regulations, we’re forced to liquidate U.S. Treasuries…”

Trump: “Wait, why are U.S. Treasuries being dumped like this…!? This is bad! Okay, let’s delay the tariffs by 90 days. Damn Japan—saying they won’t retaliate, and then pulling off something like this!”

PM Ishiba: “I don’t really get it, but we dodged a bullet.”

The World: “Thank you, Japan!”

If I remember correctly, Norinchukin Bank got caught by Basel regulations last year and had to sell off U.S. Treasuries by March of this year - in total, 800 billion dollars.

However, they delayed the process by about 10 days, stretching it into the next Japanese fiscal year— all at once. It perfectly aligned with the timing of the tariff activation… 

It cannot be just a coincidence. No one can deny Japan’s Ministry of Finance's and the Cabinet's intention to deal with the U.S.

I hate to tell you this, but it only buys a little time. The world is likely headed for the Great Depression 2.0.

May God save the world.

世界恐慌一直線から世界を救った英雄、農林中金

トランプ「相互関税発動！」 

農林中金「バーゼル規制に引っかかって米国債強制決済…」 

トランプ「え、米国債売られまくってる…！？ヤバい！関税90日延期で。日本め、報復しないとか言いながら、とんでもないことしやがる」

 石破「なんか知らんけど助かった」

世界「日本ありがとう！」

確か、農林中金がバーゼル規制に引っかかって米国債等売却を余儀なくされたのは昨年で、その時点から今年３月までに徐々に売り続けて完了させる、という予定でした

ところが、約１０日も遅らせて日本の年度をまたがせ、関税発動のタイミングとぴたり一致で、少しずつどころか一括で売却・・・なんて偶然は、無いでしょう

日本の財務省と内閣のアメリカに対する意図が、見え隠れします

それと、世界恐慌2.0への流れは変えられないので、あくまでも一休み

世界に神のご加護がありますように