Today a very much of fictitious "value" was loss on them Wall StreetZ thx to Trumpfgd's tariff's on Choynah. The US A"I" conglomerate is a complete bubble. Laydowns going on in the US. Real estate market status in US: fugged.
Let's celebrate the impovireshment of the first world while China keeps rising! Please post them stonks & predictions.
This is a pro-eggplant/brinjal/aubergine š thread and also anti-tomato š
thread. Please respexts these common sense sensibilities. Thx.
92 posts and 22 image replies omitted.>>2545326it isnt going to burst, this time its different
>>2552199true, bro
this time the inevitable crisis in the mode of production will have a human face
>>2545672please dont post paywalled shit unless you have a working archive link
China is also heavily invested in the AI bubble and is going to feel the pain as well when it bursts.
>>2554188not really. there are ai companies, and tech companies that have invested in ai, but they can't do the stock market speculation stuff, or the financial engineering that all the western tech companies are doing, so the impact will be limited to the people that made these investments
and they are treating it like just another product, a chatbot that can summarize emails and translate texts, maybe generate nonsense images or videos, but that's it. in other words, the chinese companies that invest in ai usually produce a product that generates revenue and, ideally, profits. the american companies are investing without expecting profits in the short term - it is a gamble. less than two weeks ago amazon for example said that they do not expect profits from their ai money this year or the next
>>2554247China has invested roughly $100 billion USD into AI so far and most of that is government funding and people typically aren't going to be very happy when their government tells them they just blew $100 billion of their tax dollars on a bad investment and now all the poor working class Chinese citizens have to tighten their belts even more when they're already on their asses living on like $5-10k a year.
>>25542651. that's fake
2. even if it were true, that's a 10% of the openai ipo projection
>>2518135i like how people are describing this as a socialist revolution and not just turning apple consumers into huawei consumers
>>2545672the bubble is bigger than 1929 btw
>>2517297>conglomerate is a complete bubbleIts certainly a bubble but not a complete one. Stop being retarded.
>>2552144Recessions are just buyers markets. Buy cheap stocks and sell them a few years later when economy is booming again.
>>2517307>Gold: whatās behind the boom?Central banks across the planet are ditching american dollar in favor of gold as Trump is ruining american economy and its credibility.
>>2557795You understand that those theoretical stocks you mention would be "cheap" because of severe negative revaluations, and that such revaluations would be due in large part to the fact that the central pillar of this incipient crisis is that the profits required to maintain such valuations simply cannot be had, right?
If the economy collapses, you're looking down the barrel of decades of economic turmoil as trllions in valuation, and everything which is based on that, gets wiped out. The last time this happened it nearly took the entire global economy down with it, and we were saved only by China agreeing to step in and take all that bad debt on the chin. Now it's been nearly 20 years of pumping up that debt to the tune of a trllion plus every year, and there's no guarantee that even China could bail the US and everyone out again, even if they wanted to.
I don't think gold could plummet as dramatically as things like buttcoin or inflated tech stocks, because gold can never completely lose all of its value, it will always be a finite real-world resource with practical value. The whole central draw of gold for investors is that its a relatively stable and resilient commodity, it is seen as the "safe" non-volatile investment, which is why gold prices/demand tend to increase when the economy is doing badly and gold prices decrease when the economy is doing well.
>>2558584Im surrounded by idiots. Recessions and down turns are just minor bumps when it comes to stock prices.
>>2554155Honestly, if I were king of the CPC, I would just have the state invest a couple of billion (trivial at the government scale) into non-profit foreign stock market manipulation aimed at causing economic distrust.
>>2555719>describing this as a socialist revolutionChinese tech isn't locked down, the proletariat can re-configure the software and modify the hardware by adding or removing their own parts to fit their material conditions. AppleTV degenerates are literally regressed into pre-modern neofeudal serfs who think technology is magic that only the priest class can control. Neoliberals would literally be afraid and shocked if you opened up their phone case lol
>just turning apple consumers into huawei consumersChina makes tech for adult humans, they don't sell glossy, frictionless baby products for domesticated cattle who can't legally repair their own stuff.
https://bitcoinmagazine.com/markets/bitcoin-price-crashes-to-94000>Bitcoin Price Crashes to $94,000 and New Six-Month Lows>Bitcoin price fell sharply today, sliding from an intraday high of $104,000 to $94,480, wiping out earlier gains and marking a decisive breakdown in price action. Twelve hours ago, the Bitcoin price hit above $100,000 and then consistently bled down from the upper $101,000s to lows of $94,480. Ethereum dropped below $3,100 at times and crypto stocks like Coinbase ($COIN) and Strategy ($MSTR) are trading in the red in pre-market trading. Also, the Bitcoin Fear and Greed Index has plunged to a new āExtreme Fearā low, signaling deep market anxiety even as long-term holders stay the course. bitcoin AND gold is falling, is this a liquidity crisis? do the banks have money?
>>2566249>bitcoinSpeculation about speculation.
>AND gold is fallingCentral banks around the world are still hoarding gold but high fed rates and strong dollar make it less attractive investment (due to gold not producing interest and gold being traded in dollars).
Iām so glad the crisis thread exists while USApol is getting filled up with slurs and crazed statements
man this thread is always soyjaking at mainstream stocks going down 0,00000001%, its like a baby getting keys jangled on their face
>>2566249#TheBanksAreRunningOutOfMoney
>>2566561yeah it could be that or people are getting squeezed and assets that are stores of value are getting liquidated, which means the banks are out of money
The curse we indigenous have put on the market worked
>>2568775Sounds like great news but im sure generation alpha has even worse brainrot to consume.
>>2568775Because consoles and PC are expensive as shit. If they play any vidya at all it's F2P mtx hell phone games.
>>2568775Business… is booming
>>2568959Gen Alpha is too busy watching brainrot on tiktok to play video games and buy Counter Strike skins.
https://discoveryalert.com.au/yen-carry-trade-collapse-2025-global-impacts/Yen Carry Trade Collapse Threatens Global Financial Stability
<Understanding the Yen Carry Trade Mechanism
>Financial institutions have leveraged interest rate differentials between major economies for decades, creating complex interdependencies that shape global market dynamics. The Japanese yen carry trade emerged as perhaps the most influential yet overlooked mechanism driving worldwide asset appreciation over the past thirty years. This strategy involves borrowing funds at Japan's historically suppressed interest rates and deploying capital into higher-yielding investments across international markets, but the current yen carry trade collapse threatens to unwind decades of accumulated positions.
<What Exactly Is a Yen Carry Trade?
>The yen carry trade operates through a relatively straightforward mechanism that has generated substantial profits for institutional and retail investors alike. Market participants borrow Japanese yen at near-zero interest rates, convert these funds to foreign currencies, and invest in assets offering superior returns. The profit emerges from the interest rate differential between Japan's ultra-low borrowing costs and higher yields available in US equities, European bonds, emerging market securities, and global real estate ventures.
>This strategy's effectiveness depends on two fundamental market conditions: Japan maintaining its accommodative monetary policy stance and yen exchange rates remaining stable or depreciating against major currencies. For three decades, these assumptions proved remarkably durable, enabling trillions of dollars in capital flows that supported asset price appreciation worldwide.
<The Three-Decade Foundation That Built Global Markets
>Japan's commitment to ultra-low interest rates created an unprecedented source of cheap funding that institutional investors utilised to amplify returns across asset classes. The Bank of Japan maintained its benchmark rate near zero percent for approximately thirty years, with periods of negative interest rates following the 2008 financial crisis. This policy stance effectively subsidised global risk-taking by providing virtually free capital to sophisticated market participants.
>The carry trade mechanism operated as a "silent money printer" that channelled Japanese savings into worldwide investments without drawing significant regulatory attention or public scrutiny. Unlike quantitative easing programmes that generated substantial political debate, carry trades functioned through private market transactions that escaped broader policy discussions despite their systemic importance.
<Why the Carry Trade Infrastructure Is CrackingJapan's Monetary Policy Pivot Creates Structural Disruption
>The Bank of Japan's recent policy adjustments have fundamentally altered the global carry trade landscape. Japanese government bond yields surged past 1.7% in 2024, reaching levels not witnessed since 2008 when yields peaked at approximately 1.6%. This yield expansion reflects the central bank's gradual withdrawal from quantitative easing and signals potential normalisation of Japanese interest rates after decades of extreme accommodation.
>The BOJ raised its policy rate from -0.1% to 0.25% in July 2023, marking the first rate increase in approximately seventeen years. While this adjustment appears modest compared to US Treasury yields trading between 4.5% and 5%, the change represents a seismic shift for carry trade economics. Market participants who structured positions assuming perpetually cheap yen funding now face increased borrowing costs that erode profit margins.
<The Mathematics of Carry Trade Destruction
>When Japanese interest rates rise while foreign asset values simultaneously decline, carry trades encounter a devastating double impact. Borrowing costs increase precisely when investment returns deteriorate, creating negative carry scenarios that force rapid position liquidation. Furthermore, the yen's safe-haven status is shattering as global market dynamics shift, with the currency's concurrent strengthening compounding these losses as investors must repay yen-denominated obligations with an appreciating currency.
>This mathematical relationship explains why relatively modest Japanese rate increases can trigger disproportionate market disruptions. Leverage amplifies both profits during favourable conditions and losses when market dynamics reverse. Institutional investors who utilised 10:1 or 20:1 leverage ratios to enhance carry trade returns face magnified losses when positions move against them, contributing to the current yen carry trade collapse. >>2578045this is why america is getting stuck in in more seemingly pointless conflicts
>>2579720how does this effect me
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