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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (217796)	11/16/2025 6:33:15 PM
From: TobagoJack	1 Recommendation Recommended By abuelita Read Replies (1) \| Respond to of 218649

re <<bringing US, Philippines, Australia, etc., into play?>> ... perhaps best to also bring on Armenia and UK, Germany and Holland, just to be more sure :0))))))) and ) let us watch and see, study and learn

To: carranza2 who wrote (217796)	11/20/2025 7:25:18 AM
From: IC720	Respond to of 218649

Unsure if this relates, but my understanding is there will be 3 major govt Defaults coming up wiping out pensions with other factors associating with govt debt. Which in turn pension's for example have to be fully invested. So trillions in govt/public investments will go into private sector? DOW $60k? Gold? 6 - 8 - 10k? Japan looks to be the first to default, as most of it's debt is in private sector, assuming producing weak govt since WW2 (?), then Europe followed by USA last.. Canada?...anyway, with War likely escalating 2026 causing whatever.. US remains safe haven. We all lock an loaded? -g- Obviously no idea what am talking about, other than Japan possibly first to default, world crashing, and we people redesigning a new great world for we people.. ) ... "The two countries at the greatest risk of DEFAULT – Japan and Germany." The World’s Largest Pension Fund Down $61B Last Quarter – Warning for Japan July 14, 2025 "the sovereign debt crisis will begin in Japan before spreading like a contagion." "As for Japanese pensions, the large aging population and shrinking workforce have led to fewer taxpayers capable of supporting this growing demographic. GPIF began moving into foreign assets to escape the BOJ’s doomed policy of negative interest rate,s but it is trapped overall. Japan looks to GPIF as a sign of economic confidence, and these losses are a warning. Japan has the highest debt-to-GDP ratio among advanced economies. The Bank of Japan owns over 50% of JGBs, making it the largest single holder, which has created a rigged market. Yields have been artificially lowered, and capital allocation has been distorted for years. Pension funds, banks, and insurance companies have been locked into JGBs, not because they want yield, but because regulation and policy have given them no choice. The world’s largest pension fund, the Government Pension Investment Fund (GPIF) of Japan, reported a $61.1 billion loss for the first quarter of the year. Half of the fund’s $1.5 trillion assets under management (AUM) are within overseas markets, and although susceptible to currency fluctuations, the true problem lies in the fund’s other 50% of its portfolio—government bonds split 25% domestically and 25% foreign. Any pension fund that holds government debt in size and thinks it will return to normal is delusional, as I mentioned back in 2021. They have faith that yields will recover when that is simply not the case. The entire idea of pensions has been set around the average 8?% return in interest rates, but it has been pension funds that are primarily the cause of lower interest rates, not the central banks. The number of pension funds out there created a bid for long-term bonds. *** another article The two countries at the greatest risk of DEFAULT – Japan and Germany. The Bank of Japan, and the Private Sector, exposes the truth about who holds what and the threat to instability as Japan also tries to cozy up close to NATO as a diversion for its fiscal mismanagement. Investors have long fretted about the sustainability of Japan’s government debt as other nations, including Germany, are facing unsustainable fiscal mismanagement across the developed world. Japan has garnered the most attention due to its highest debt load relative to economic output and the heaviest debt-service burden. At the same time, the excuse has been that they are mostly self-funded, and as such, appearances are deceptive. Still, all Western nations are on a collision course with a sovereign debt crisis that will bring them all crashing down when the line at the door stops buying the new debt to roll over the old. Japan’s fiscal mismanagement is not significantly worse than that of others. The pandemic, climate change, sluggish growth, and financial crises, accompanied by a lack of confidence, have led to an increase in government debt for many wealthy countries. At more than 250% of GDP, Japan’s gross debt stands out. Combined with sluggish growth and a shrinking population, many financiers and economists see it as an existential risk. The real question is, when will this come to a head?