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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (13520)	5/29/2025 2:35:22 AM
From: elmatador	Respond to of 13771

Judicialization, in the context of politics and public policy, refers to the increasing involvement and influence of the judiciary in areas that traditionally fall under the purview of the legislative or executive branches. Essentially, it's a shift in decision-making power from the political sphere to the court system. This can involve courts making policy decisions, resolving disputes that were previously handled politically, and generally expanding the reach of legal processes. Brazil has been a hostage of its judiciary for at least a decade

To: E_K_S who wrote (13520)	6/6/2025 3:40:40 AM
From: elmatador	Respond to of 13771

US interest rates will be decided by Japan. If Japan cuts its U.S. Treasury bond holdings. Japan’s quiet subsidy of American prosperity is ending. Japan’s drowning in debt, its politics are in chaos and it needs its money back. Look at Japan today: government debt at 235% of GDP — that’s like owing your annual salary times 2.3 to Visa. Prime Minister Shigeru Ishiba hanging on to power like a cat on a screen door, with 21% approval after a series of fundraising scandals and economic missteps. You know what happens when your biggest lender is both broke and paralyzed? America’s reliable ATM is about to display “INSUFFICIENT FUNDS.” America’s biggest lender is closing its wallet — and investors and home buyers will feel it. Here’s what to watch.Prepare for higher U.S. interest rates if Japan cuts its U.S. Treasury bond holdings. But there could be a silver lining. https://www.marketwatch.com/story/how-japan-became-americas-banker-and-why-the-moneys-running-out-19e28fe7

To: E_K_S who wrote (13520)	6/11/2025 9:33:48 AM
From: elmatador	Respond to of 13771

Blackstone group Stephen Schwarzman announced $500bn in 10 years. Apollo president Jim Zelter said earlier this month it planned to invest as much as $100bn in Germany over the next decade. What is going on? Europe needs investment in modernization of its infrastructure. Its infrastructure rebuilt after WWII needs to be modernized. For example: Repairing and maintaining Germany's autobahns and connecting bridges costs the country around €5 billion per year. What we are seeing is a Private Capital mini-Marshall Plan. What did change for Private Capital to go fund Europe? De-Gretization. Europe's no-growth policies are being thrown on the dustbin as we speak. ESG falling fast out of favor. Don't expect Greta Thunberg to be talking in the EU parliament soon/ In fact Greta metamorphosed into a political activist Nuclear coming with a band and these European governments need to cut the red tape. Europe need to improve its infrastructure fast. a parties right of the center are pointing the underinvestment infrastructure as evidence of ‘state failure’ Europeans saw de-growth and they didn't like it. “We are seeing signs of change now in Europe,” said Schwarzman. “European leaders are generally becoming more sensitive to the fact that their growth rates over the past decade have been quite low and it’s not sustainable for them.