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Bond yields, not stocks, are the big story today - link

https://x.com/his_eminence_j/status/2013582752218485070
Irradiated soggy theater sweet tailpipe
  01/20/26
Lawyer here. What is the significance of this?
Aromatic prole
  01/20/26
bonds yields are on the rise. eventually they start crowding...
passionate resort idea he suggested
  01/20/26
In a world where governments all over the planet are living ...
Irradiated soggy theater sweet tailpipe
  01/20/26
japan is living on debt? why? i understand why we are, but n...
twisted unholy casino degenerate
  01/20/26
I think they got used to a certain standard of living during...
Irradiated soggy theater sweet tailpipe
  01/21/26
i did minimal research. looks like they take care of their o...
twisted unholy casino degenerate
  01/21/26
Private equity crying, losing hope
talking chocolate nursing home gaming laptop
  01/20/26
Tariffs/Trade wars will ignite inflation-- thereby making bo...
Federal burgundy alpha party of the first part
  01/20/26
Look at that chart- an 8.63% increase in Japanese 30-year bo...
Irradiated soggy theater sweet tailpipe
  01/20/26
https://x.com/vissel1995117/status/2014006677268504836 Ja...
Irradiated soggy theater sweet tailpipe
  01/21/26
is there a point where the central bank admits it's all fake...
passionate resort idea he suggested
  01/21/26


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Date: January 20th, 2026 11:27 AM
Author: Irradiated soggy theater sweet tailpipe

https://x.com/his_eminence_j/status/2013582752218485070

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2...id.#49603423)



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Date: January 20th, 2026 11:32 AM
Author: Aromatic prole

Lawyer here. What is the significance of this?

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2...id.#49603431)



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Date: January 20th, 2026 11:38 AM
Author: passionate resort idea he suggested

bonds yields are on the rise. eventually they start crowding out equities. also it makes loans more expensive which slows down the economy. and it makes the government's debt burden higher which theoretically should lead to austerity but never really does.

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2...id.#49603457)



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Date: January 20th, 2026 11:38 AM
Author: Irradiated soggy theater sweet tailpipe

In a world where governments all over the planet are living on debt, the fact that their costs of borrowing money are greatly increasing means they can spend a lot less on things that help the economy. Japan is probably hit harder by this than anyone, followed by the US.

Plus, risk assets like stocks become less attractive the higher your guaranteed returns from bonds are.

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2...id.#49603463)



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Date: January 20th, 2026 11:56 AM
Author: twisted unholy casino degenerate

japan is living on debt? why? i understand why we are, but not them.

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2...id.#49603519)



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Date: January 21st, 2026 11:38 AM
Author: Irradiated soggy theater sweet tailpipe

I think they got used to a certain standard of living during the boom years when it looked like Japan would take over the world economy and decided to use debt to maintain as much of it as possible.

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2...id.#49606087)



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Date: January 21st, 2026 12:00 PM
Author: twisted unholy casino degenerate

i did minimal research. looks like they take care of their olds way too well.

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2...id.#49606151)



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Date: January 20th, 2026 11:40 AM
Author: talking chocolate nursing home gaming laptop

Private equity crying, losing hope

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2...id.#49603468)



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Date: January 20th, 2026 11:37 AM
Author: Federal burgundy alpha party of the first part

Tariffs/Trade wars will ignite inflation-- thereby making bonds a bad bet in the future, so sell sell sell your US treasuries (exit all positions)

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2...id.#49603453)



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Date: January 20th, 2026 11:42 AM
Author: Irradiated soggy theater sweet tailpipe

Look at that chart- an 8.63% increase in Japanese 30-year bond yields. In a country with the highest debt-to-GDP ratio in the world.

https://pbs.twimg.com/media/G_F7ACLW4AEqwu1?format=jpg&name=medium

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2...id.#49603478)



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Date: January 21st, 2026 11:22 AM
Author: Irradiated soggy theater sweet tailpipe

https://x.com/vissel1995117/status/2014006677268504836

Japan is a canary in the coal mine about the limits of debt. Will be interesting to see how it plays out.

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2...id.#49606040)



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Date: January 21st, 2026 11:26 AM
Author: passionate resort idea he suggested

is there a point where the central bank admits it's all fake and completely monetizes the debt? but i guess that would destroy their currency abroad and they do a ton of exports.

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2...id.#49606053)